Sellaronda Global Management LP

**Sellaronda Global Management LP** is an actively managed fund with $116M in AUM, maintaining a focused portfolio of eight positions. The strategy exhibits significant conviction in technology and consumer sectors, highlighted by top holdings including PCOR at $20.7M and CPAY at $19.0M. Further allocations include substantial positions in TKO ($18.8M) and OKTA ($16.0M), representing a concentrated exposure to key market themes. This structure suggests a high-conviction, bottom-up approach to generating alpha.

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