Ogborne Capital Management as of March 31, 2019
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 12 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 22.8 | $30M | 293k | 103.84 | |
| Bank of America Corporation (BAC) | 16.5 | $22M | 800k | 27.59 | |
| Trade Desk (TTD) | 11.1 | $15M | 75k | 197.95 | |
| Floor & Decor Hldgs Inc cl a (FND) | 10.0 | $13M | 324k | 41.22 | |
| Carvana Co cl a (CVNA) | 7.3 | $9.7M | 168k | 58.06 | |
| Visa (V) | 6.4 | $8.6M | 55k | 156.18 | |
| Netflix (NFLX) | 6.0 | $8.0M | 23k | 356.58 | |
| Tree (TREE) | 5.9 | $7.9M | 23k | 351.56 | |
| Square Inc cl a (SQ) | 5.0 | $6.7M | 90k | 74.92 | |
| Roku (ROKU) | 3.9 | $5.1M | 80k | 64.51 | |
| MasterCard Incorporated (MA) | 3.5 | $4.7M | 20k | 235.10 | |
| Invitae (NVTAQ) | 1.5 | $2.0M | 86k | 23.42 |
