DOSSIER · 13F-HR · Q2 2026
Sellaronda Global Management LP
$160M in tracked AUM across 10 positions as of Q2 2026.
SG
CIK 0001975764 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Sellaronda Global Management LP’s 13F filing for the period ending September 30, 2025, reveals a period of dramatic consolidation and portfolio contraction. The total asset under management (AUM) plummeted by 50.6%, decreasing from $114.03 million in the previous quarter to $56.28 million. This reduction is not merely a function of market valuation but is driven by a significant shift in strategy, evidenced by a reduction in the number of holdings from 10 to just 3. The f...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.