OGBORNE CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0001619083 · SAN FRANCISCO, CA

As of Sep 30, 2025, OGBORNE CAPITAL MANAGEMENT, LLC reported 10 positions worth $681.6M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
NETFLIX INCNFLXCommunication Services257,500$308.7M45.29%
META PLATFORMS INCMETACommunication Services225,000 65.2M24.24%
NVIDIA CORPNVDATechnology400,000$74.6M10.95%
APPLOVIN CORPAPPTechnology50,000$35.9M5.27%
AFFIRM HOLDINGS INCAFRMTechnology400,000$29.2M4.29%
ON HOLDING AGONONConsumer Cyclical630,000$26.7M3.91%
SHARKNINJA INCSNConsumer Cyclical150,000 5.5M2.27%
ORACLE CORPORCLTechnology55,000 5.5M2.27%
DOORDASH INCDASHCommunication Services35,000$9.5M1.40%
SHOPIFY INCSHOPTechnology5,000$743.1K0.11%