Portfolio (Quarterly) Guide ↗

Sellaronda Global Management LP

· CIK 0001975764

13F Portfolio $152M AUM 8 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 3 Added 1 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PCOR	PROCORE TECHNOLOGIES INC	Technology	285,000	$20.7M	17.92%	SOLD
2	TKO	TKO GROUP HOLDINGS INC	Communication Services	90,100	$18.8M	16.28%	SOLD
3	DASH	DOORDASH INC	Communication Services	45,000	$10.2M	8.81%	SOLD
4	ACVA	ACV AUCTIONS INC	Consumer Cyclical	200,000	$1.6M	1.39%	SOLD

Sector Allocation

Consumer Cyclical 53.6%

Technology 26.4%

Healthcare 20.0%