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SGM

Sellaronda Global Management Portfolio holdings

AUM $152M
1-Year Est. Return 2.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$21.6M
3
+$16.9M
4
SRAD icon
Sportradar
SRAD
+$13.5M
5
AMZN icon
Amazon
AMZN
+$4.4M

Top Sells

1
+$20.7M
2
+$18.8M
3
+$10.2M
4
ACVA icon
ACV Auctions
ACVA
+$1.6M
5
OKTA icon
Okta
OKTA
+$1.24M

Sector Composition

1 Consumer Discretionary 33.98%
2 Technology 31.04%
3 Communication Services 22.3%
4 Healthcare 12.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FWONK icon
1
Liberty Media Series C
FWONK
$22.6B
$34M 22.3%
+400,000
CPAY icon
2
Corpay
CPAY
$23.1B
$21.8M 14.31%
75,000
+12,000
VEEV icon
3
Veeva Systems
VEEV
$25.2B
$19.3M 12.67%
+110,000
HAS icon
4
Hasbro
HAS
$11.8B
$17.8M 11.66%
190,000
+15,000
AMZN icon
5
Amazon
AMZN
$2.55T
$17.7M 11.61%
85,000
+20,000
RL icon
6
Ralph Lauren
RL
$24B
$16.3M 10.71%
+47,500
OKTA icon
7
Okta
OKTA
$19.6B
$13.4M 8.77%
170,000
-15,000
SRAD icon
8
Sportradar
SRAD
$4.45B
$12.1M 7.96%
+725,000
PCOR icon
9
Procore
PCOR
$6.05B
– –
-285,000
ACVA icon
10
ACV Auctions
ACVA
$1.07B
– –
-200,000
DASH icon
11
DoorDash
DASH
$72.2B
– –
-45,000
TKO icon
12
TKO Group
TKO
$14.6B
– –
-90,100