Ogborne Capital Management as of Dec. 31, 2018
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 11 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 19.1 | $14M | 160k | 84.09 | |
| Amazon (AMZN) | 14.4 | $10M | 6.8k | 1501.93 | |
| Trade Desk (TTD) | 10.7 | $7.5M | 65k | 116.06 | |
| Tree (TREE) | 10.2 | $7.1M | 33k | 219.57 | |
| Spirit Airlines (SAVE) | 9.5 | $6.7M | 115k | 57.92 | |
| Xpo Logistics Inc equity (XPO) | 9.1 | $6.4M | 112k | 57.04 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 7.8 | $5.5M | 125k | 43.72 | |
| Square Inc cl a (SQ) | 6.4 | $4.5M | 80k | 56.09 | |
| Visa (V) | 5.6 | $4.0M | 30k | 131.93 | |
| Roku (ROKU) | 4.4 | $3.1M | 100k | 30.64 | |
| Floor & Decor Hldgs Inc cl a (FND) | 2.9 | $2.0M | 78k | 25.90 |
