Sellaronda Global Management
Sellaronda Global Management reported 10 stocks worth $160M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are FWONK (23.8%), AMZN (16.2%) and CPAY (12.5%). Compared with Q1 2026, the fund opened new positions in DASH, CPNG and FWONA, added to AMZN, trimmed CPAY, VEEV and OKTA and sold out of HAS and SRAD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FWONK Liberty Media Corp Del | $38.1M | 23.8% | 400K | No change | 2 of 7 | |
| 2 |  AMZN Amazon Com Inc | $25.9M | 16.2% | 109K | +24K (+28%) | 4 of 7 | |
| 3 |  CPAY Corpay Inc | $20M | 12.5% | 60K | −15K (−20%) | 5 of 7 | |
| 4 |  VEEV Veeva Sys Inc Class Class A | $16.4M | 10.3% | 93K | −18K (−16%) | 2 of 7 | |
| 5 |  DASH Doordash Inc | $15.5M | 9.7% | 84K | New position | 3 of 7 | |
| 6 |  CPNG Coupang Inc | $14.4M | 9.0% | 828K | New position | 1 of 7 | |
| 7 |  OKTA Okta Inc | $10.9M | 6.8% | 80K | −90K (−53%) | 7 of 7 | |
| 8 |  RL Ralph Lauren Corp | $10M | 6.3% | 25K | −23K (−47%) | 4 of 7 | |
| 9 |  FWONA Liberty Media Corp Del Class Series A | $5.3M | 3.3% | 60K | New position | 1 of 7 | |
| 10 |  ZS Zscaler Inc | $3.5M | 2.2% | 25K | New position | 1 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sellaronda Global Management 13F FAQ
What does Sellaronda Global Management own?
Sellaronda Global Management reported 10 stocks worth $160M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are FWONK (23.8%), AMZN (16.2%) and CPAY (12.5%). The table above lists every position in the filing (the top 10 without an account).
What did Sellaronda Global Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 1 added to, 4 trimmed and 2 sold out. New positions include DASH, CPNG and FWONA. It sold all of HAS and SRAD.
When will Sellaronda Global Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sellaronda Global Management's portfolio worth?
The Q2 2026 filing reports $160M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.