Sellaronda Global Management LP

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$211,019
Net value change ($000)
+51,045 (31.9%)
New positions
2
Sold out positions
2
Turnover %
23.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ZS 18,407 521.6%
WWD 16,430 NEW
AMZN 12,634 48.9%
FWONA 8,712 165.9%
RL 8,443 84.1%
FWONA 8,144 21.4%
NU 7,913 NEW
DASH 4,199 27.0%
Top Reduces (Value $000, Stocks/ETFs)
CPNG -14,380 -100.0%
OKTA -10,916 -100.0%
CPAY -6,395 -32.0%
VEEV -2,143 -13.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type