OGBORNE CAPITAL MANAGEMENT, LLC

Q4 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    11

  • Value ($000)

    $303,029

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NFLX

NETFLIX INC

COM
$70.32M
23 %

750,000

META

META PLATFORMS INC

CL A
$62.71M
21 %

95,000

---

ON HLDG AG

NAMEN AKT A
$39.3M
13 %

845,549

DASH

DOORDASH INC

CL A
$33.97M
11 %

150,000

---

AMER SPORTS INC

COM SHS
$22.26M
7 %

595,894

ORCL

ORACLE CORP

COM
$20.7M
7 %

184,985

APP

APPLOVIN CORP

COM CL A
$20.21M
7 %

30,000

NVDA

NVIDIA CORPORATION

COM
$18.65M
6 %

100,000

AFRM

AFFIRM HLDGS INC

COM CL A
$11.16M
4 %

150,000

TECL

DIREXION SHS ETF TR

DLY TECH BULL 3X
$2.94M
1 %

25,000

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 11