The Analysis of OGBORNE CAPITAL MANAGEMENT, LLC's Holdings


Currently, OGBORNE CAPITAL MANAGEMENT, LLC holds 11 types of securities in its portfolio with a total value $303.0M. In the most recent quarter, they have increased their positions in NFLX (+667.5K shares, valued at $62.6M), DASH (+115.0K shares, valued at $26.0M), ONON (+515.5K shares, valued at $24.0M); decreased their positions in NVDA (-200.0K shares, valued at $37.3M), SN (-145.0K shares, valued at $23.3M), META (-30.0K shares, valued at $19.8M); initiated new positions in AS (+595.9K shares, valued at $22.3M), TECL (+25.0K shares, valued at $2.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NFLX NETFLIX INC750.0K shares809.09%2025-12-312026-02-13history
META META PLATFORMS INC95.0K shares-24.00%2025-12-312026-02-13history
ONON ON HLDG AG845.5K shares156.23%2025-12-312026-02-13history
DASH DOORDASH INC150.0K shares328.57%2025-12-312026-02-13history
AS AMER SPORTS INC595.9K sharesnew addition2025-12-312026-02-13history
ORCL ORACLE CORP185.0K shares236.34%2025-12-312026-02-13history
APP APPLOVIN CORP30.0K shares-40.00%2025-12-312026-02-13history
NVDA NVIDIA CORPORATION100.0K shares-66.67%2025-12-312026-02-13history
Sponsored
AFRM AFFIRM HLDGS INC150.0K shares-62.50%2025-12-312026-02-13history
TECL DIREXION SHS ETF TR25.0K sharesnew addition2025-12-312026-02-13history
SN SHARKNINJA INC5.0K shares-96.67%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available