Ogborne Capital Management as of June 30, 2019
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 30.2 | $55M | 1.9M | 29.00 | |
| Paypal Holdings (PYPL) | 13.9 | $26M | 223k | 114.46 | |
| Trade Desk (TTD) | 10.8 | $20M | 87k | 227.78 | |
| Carvana Co cl a (CVNA) | 8.8 | $16M | 256k | 62.59 | |
| Square Inc cl a (SQ) | 7.5 | $14M | 190k | 72.53 | |
| Floor & Decor Hldgs Inc cl a (FND) | 7.3 | $13M | 316k | 41.90 | |
| Roku (ROKU) | 6.8 | $13M | 138k | 90.58 | |
| Tree (TREE) | 5.5 | $10M | 24k | 420.04 | |
| Caredx (CDNA) | 4.2 | $7.6M | 211k | 35.99 | |
| MasterCard Incorporated (MA) | 2.3 | $4.2M | 16k | 264.51 | |
| Visa (V) | 1.9 | $3.5M | 20k | 173.55 | |
| Generac Holdings (GNRC) | 0.9 | $1.6M | 23k | 69.42 |
