Michelle Sims

Sellaronda Global Management Lp

Assets Managed

$152.499M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 13d ago

Growth Rate

31.85%(2Q avg: 17.02%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sellaronda Global Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Sellaronda Global Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 152.499M in assets, with a quarterly growth rate of 31.85% and a 2-quarter average growth rate of 17.02%. The portfolio is managed by Michelle Sims, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FWONK Liberty Media Corp-lib-new-c Recent Activity New Position	22.31%	$34.008M 400,000 shares@ $85.02 avg price	New Position
CPAY Corpay Inc Recent Activity Increased 19.05%	14.32%	$21.824M 75,000 shares@ $290.99 avg price	Increased 19.05%
VEEV Veeva Systems Inc-class A Recent Activity New Position	12.68%	$19.323M 110,000 shares@ $175.66 avg price	New Position
HAS Hasbro Inc Recent Activity Increased 8.58%	11.67%	$17.784M 190,000 shares@ $93.6 avg price	Increased 8.58%
AMZN Amazon.com Inc Recent Activity Increased 30.77%	11.61%	$17.703M 85,000 shares@ $208.27 avg price	Increased 30.77%
RL Ralph Lauren Corp Recent Activity New Position	10.72%	$16.34M 47,500 shares@ $343.99 avg price	New Position
OKTA Okta Inc Recent Activity Decreased -8.1%	8.78%	$13.381M 170,000 shares@ $78.71 avg price	Decreased -8.1%
SRAD Sportradar Group Ag-a Recent Activity New Position	7.96%	$12.137M 725,000 shares@ $16.74 avg price	New Position

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