Portfolio (Quarterly)
Guide ↗
Sellaronda Global Management LP
· CIK 0001975764| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | CORPAY INC | — | 75,000.0 | $21.8M | 14.31% | +12K | +19.1% | $290.99 | — |
| 2 | HAS | HASBRO INC | Consumer Cyclical | 190,000.0 | $17.8M | 11.66% | +15K | +8.6% | $93.60 | -5.9% |
| 3 | AMZN | AMAZON COM INC | Consumer Cyclical | 85,000.0 | $17.7M | 11.61% | +20K | +30.8% | $208.27 | +27.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
53.6%
Technology
26.4%
Healthcare
20.0%