StockDriftsStockDriftsTop 8 Sellaronda Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | 22.3% | 400.0K | $34.0M | new | $91.76(-0.65%) | 2026-03-31 | |
| CPAY | CORPAY INC | 14.31% | 75.0K | $21.8M | +19.05%(+12.00K) | $317.46(+3.69%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 12.67% | 110.0K | $19.3M | new | $199.44(-21.66%) | 2026-03-31 | |
| HAS | HASBRO INC | 11.66% | 190.0K | $17.8M | +8.57%(+15.00K) | $70.37(+35.92%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 11.61% | 85.0K | $17.7M | +30.77%(+20.00K) | $220.17(+21.37%) | 2026-03-31 | |
| RL | RALPH LAUREN CORP | 10.71% | 47.5K | $16.3M | new | $258.21(+29.37%) | 2026-03-31 | |
| OKTA | OKTA INC | 8.77% | 170.0K | $13.4M | -8.11%(-15.00K) | $89.28(-9.21%) | 2026-03-31 | |
| SRAD | SPORTRADAR GROUP AG | 7.96% | 725.0K | $12.1M | new | $17.59(-27.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.93% | +44.02% |
| Top 20 Holdings Unweighted | +12.45% | +42.20% |
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