OGBORNE CAPITAL MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
11
- Value ($000)
$303,029
- Date Filed02/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NETFLIX INC | COM | 64110L106 | $70.32M | 23 % | 750,000 | ||
META PLATFORMS INC | CL A | 30303M102 | $62.71M | 21 % | 95,000 | ||
ON HLDG AG | NAMEN AKT A | H5919C104 | $39.3M | 13 % | 845,549 | ||
DOORDASH INC | CL A | 25809K105 | $33.97M | 11 % | 150,000 | ||
AMER SPORTS INC | COM SHS | G0260P102 | $22.26M | 7 % | 595,894 | ||
ORACLE CORP | COM | 68389X105 | $20.7M | 7 % | 184,985 | ||
APPLOVIN CORP | COM CL A | 03831W108 | $20.21M | 7 % | 30,000 | ||
NVIDIA CORPORATION | COM | 67066G104 | $18.65M | 6 % | 100,000 | ||
AFFIRM HLDGS INC | COM CL A | 00827B106 | $11.16M | 4 % | 150,000 | ||
DIREXION SHS ETF TR | DLY TECH BULL 3X | 25459W102 | $2.94M | 1 % | 25,000 |
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