Long-term investor
Sellaronda Global Management LP @sellarondaglobalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001975764).
Record
- Tracked since 2025-06-30 (445 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +9.1% · all +9.1%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FWONK · 23.8% · long · since 2026-03-31
- AMZN · 16.2% · long · since 2025-09-30
- CPAY · 12.5% · long · since 2025-06-30
- VEEV · 10.3% · long · since 2026-03-31
- DASH · 9.7% · long · since 2025-12-31
- CPNG · 9.0% · long · since 2026-06-30
- OKTA · 6.8% · long · since 2025-06-30
- RL · 6.3% · long · since 2025-06-30
- FWONA · 3.3% · long · since 2026-06-30
- ZS · 2.2% · long · since 2026-06-30