Sellaronda Global Management LP
10 holdingsFiling period: 2026-06-30Current AUM: $176.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FWONK | LIBERTY MEDIA CORP DEL | 400.0K | $38.1M | $38.0M | 21.52% | -- | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 108.5K | $25.9M | $27.0M | 15.26% | +23.5K | 2026-06-30 |
| 3 | CPAY | CORPAY INC | 60.0K | $20.0M | $24.5M | 13.85% | -15,000 | 2026-06-30 |
| 4 | VEEV | VEEVA SYS INC | 92.5K | $16.4M | $24.7M | 13.96% | -17,500 | 2026-06-30 |
| 5 | DASH | DOORDASH INC | 84.2K | $15.5M | $16.7M | 9.45% | -- | 2026-06-30 |
| 6 | CPNG | COUPANG INC | 827.9K | $14.4M | $12.2M | 6.88% | -- | 2026-06-30 |
| 7 | OKTA | OKTA INC | 80.0K | $10.9M | $15.2M | 8.63% | -90,000 | 2026-06-30 |
| 8 | RL | RALPH LAUREN CORP | 25.0K | $10.0M | $8.4M | 4.75% | -22,500 | 2026-06-30 |
| 9 | FWONA | LIBERTY MEDIA CORP DEL | 60.0K | $5.3M | $5.2M | 2.95% | -- | 2026-06-30 |
| 10 | ZS | ZSCALER INC | 25.0K | $3.5M | $4.8M | 2.74% | -- | 2026-06-30 |
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