Sellaronda Global Management LP
New York NY · SEC CIK 0001975764
$1.52亿2026Q1 申报市值
8持仓数
100.0%前十大占比 · 第一大 22.3%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FWONK 新建仓+$3,400.80万
VEEV 新建仓+$1,932.26万
RL 新建仓+$1,633.95万
SRAD 新建仓+$1,213.65万
AMZN 加仓+$416.54万
2026Q1 卖出最多 按季末市值估算
PCOR 清仓-$2,073.09万
TKO 清仓-$1,883.09万
ACV AUCTIONS INC 清仓-$160.40万
OKTA 减仓-$118.06万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | $3,400.80万 | 22.30% | 400,000 | 400,000 | — | $3,400.80万 | 新建仓 |
| CPAY | CORPAY INC | $2,182.43万 | 14.31% | 75,000 | 12,000 | 19.0% | $349.19万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,932.26万 | 12.67% | 110,000 | 110,000 | — | $1,932.26万 | 新建仓 |
| HAS | HASBRO INC | $1,778.40万 | 11.66% | 190,000 | 15,000 | 8.6% | $140.40万 | 加仓 |
| AMZN | AMAZON COM INC | $1,770.30万 | 11.61% | 85,000 | 20,000 | 30.8% | $416.54万 | 加仓 |
| RL | RALPH LAUREN CORP | $1,633.95万 | 10.71% | 47,500 | 47,500 | — | $1,633.95万 | 新建仓 |
| OKTA | OKTA INC | $1,338.07万 | 8.77% | 170,000 | -15,000 | -8.1% | -$118.06万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $1,213.65万 | 7.96% | 725,000 | 725,000 | — | $1,213.65万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -285,000 | -100.0% | -$2,073.09万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -90,100 | -100.0% | -$1,883.09万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$160.40万 | 清仓 |