OGBORNE CAPITAL MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    14

  • Value ($000)

    $681,632

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001619083
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NFLX
NFLX

NETFLIX INC

COM
$209.81 M
31 %

175,000

call
NFLX
NFLX

NETFLIX INC

COM
$98.91 M
15 %

82,500

META
META

META PLATFORMS INC

CL A
$91.80 M
14 %

125,000

META
META

META PLATFORMS INC

CL A
$73.44 M
11 %

100,000

call
NVDA
NVDA

NVIDIA CORPORATION

COM
$55.97 M
8 %

300,000

APP
APP

APPLOVIN CORP

COM CL A
$35.93 M
5 %

50,000

AFRM
AFRM

AFFIRM HLDGS INC

COM CL A
$29.23 M
4 %

400,000

NVDA
NVDA

NVIDIA CORPORATION

COM
$18.66 M
3 %

100,000

call
---

SHARKNINJA INC

COM SHS
$15.47 M
2 %

150,000

ORCL
ORCL

ORACLE CORP

COM
$15.47 M
2 %

55,000

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