Sellaronda Global Management LP
New York NY · SEC CIK 0001975764
$1.60亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 23.8%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CPNG 新建仓+$1,438.02万
DASH 重新持有+$722.91万
AMZN 加仓+$560.10万
FWONA 新建仓+$525.24万
ZS 新建仓+$352.88万
2026Q2 卖出最多 按季末市值估算
HAS 清仓-$1,778.40万
OKTA 减仓-$1,228.05万
SRAD 清仓-$1,213.65万
RL 减仓-$903.17万
CPAY 减仓-$499.90万
2026Q2 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 | $3,805.60万 | 23.79% | 400,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2,585.99万 | 16.17% | 108,500 | 23,500 | 27.6% | $560.10万 | 加仓 |
| CPAY | CORPAY INC | $1,999.62万 | 12.50% | 60,000 | -15,000 | -20.0% | -$499.90万 | 减仓 |
| VEEV | VEEVA SYS INC | $1,641.60万 | 10.26% | 92,500 | -17,500 | -15.9% | -$310.57万 | 减仓 |
| DASH | DOORDASH INC | $1,553.30万 | 9.71% | 84,176 | 39,176 | 87.1% | $722.91万 | 重新持有 |
| CPNG | COUPANG INC | $1,438.02万 | 8.99% | 827,873 | 827,873 | — | $1,438.02万 | 新建仓 |
| OKTA | OKTA INC | $1,091.60万 | 6.82% | 80,000 | -90,000 | -52.9% | -$1,228.05万 | 减仓 |
| RL | RALPH LAUREN CORP | $1,003.52万 | 6.27% | 25,000 | -22,500 | -47.4% | -$903.17万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $525.24万 | 3.28% | 60,000 | 60,000 | — | $525.24万 | 新建仓 |
| ZS | ZSCALER INC | $352.88万 | 2.21% | 25,000 | 25,000 | — | $352.88万 | 新建仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -190,000 | -100.0% | -$1,778.40万 | 清仓 |
| SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | -725,000 | -100.0% | -$1,213.65万 | 清仓 |