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Sellaronda Global Management LP
Sellaronda Global Management LP is a hedge fund headquartered in New York, NY, United States. Founded in December 2021 as a Delaware limited partnership, the firm is primarily controlled and owned by Gor Tergrigoryan. As of March 2025, it manages approximately $273.2 million in assets for three pooled investment vehicles, with an employee count of 4, most of whom are investment professionals. The firm serves sophisticated investors through its master-feeder hedge fund structure.
Investment Strategy
Sellaronda Global Management LP primarily manages liquid portfolios, investing across public equities and related instruments. Its strategy emphasizes a concentrated, fundamental research-driven approach, focusing on underappreciated opportunities in both U.S. and international markets. The portfolio as of Q2 2025 includes a mix of technology, consumer, and specialty sector equities, such as Appfolio, Hasbro, Okta, and Lululemon. Sellaronda typically aims to generate alpha via fundamental analysis and active position management, allocating capital to both growth and value opportunities according to market context.
Latest 13F Filing Activity
Sellaronda Global Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $114M. The fund increased holdings in Hasbro Inc., Corpay Inc., Okta Inc. among other positions. Sellaronda Global Management LP reduced exposure to Grindr Inc., Liberty Broadband Corp., Tko Group Holdings Inc. among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APPF | APPFOLIO INC | 17.17% | $19.6M | 85,000 | $225.24 | $230.28 | +$2.0M |
H HAS | HASBRO INC | 13.59% | $15.5M | 210,000 | $73.82 | $73.82 | +$15.5M |
C CCCS | CCC INTELLIGENT SOLUTIONS HL | 12.38% | $14.1M | 1,500,000 | $10.83 | $9.41 | +$570.0K |
O OKTA | OKTA INC | 10.96% | $12.5M | 125,000 | $85.57 | $99.97 | +$3.6M |
L LULU | LULULEMON ATHLETICA INC | 10.42% | $11.9M | 50,000 | $324.88 | $237.58 | +$1.4M |
Industry Allocation
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