OGBORNE CAPITAL MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
14
- Value ($000)
$681,632
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001619083
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NETFLIX INC | COM | 64110L106 | $209.81M | 31 % | 175,000 | call | |
NETFLIX INC | COM | 64110L106 | $98.91M | 15 % | 82,500 | ||
META PLATFORMS INC | CL A | 30303M102 | $91.8M | 14 % | 125,000 | ||
META PLATFORMS INC | CL A | 30303M102 | $73.44M | 11 % | 100,000 | call | |
NVIDIA CORPORATION | COM | 67066G104 | $55.97M | 8 % | 300,000 | ||
APPLOVIN CORP | COM CL A | 03831W108 | $35.93M | 5 % | 50,000 | ||
AFFIRM HLDGS INC | COM CL A | 00827B106 | $29.23M | 4 % | 400,000 | ||
NVIDIA CORPORATION | COM | 67066G104 | $18.66M | 3 % | 100,000 | call | |
SHARKNINJA INC | COM SHS | G8068L108 | $15.47M | 2 % | 150,000 | ||
ORACLE CORP | COM | 68389X105 | $15.47M | 2 % | 55,000 |
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