Ogborne Capital Management as of Sept. 30, 2019
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 7 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 40.7 | $61M | 2.1M | 29.17 | |
| Paypal Holdings (PYPL) | 15.4 | $23M | 224k | 103.59 | |
| Carvana Co cl a (CVNA) | 14.9 | $22M | 339k | 66.00 | |
| Roku (ROKU) | 14.5 | $22M | 214k | 101.76 | |
| Floor & Decor Hldgs Inc cl a (FND) | 7.2 | $11M | 210k | 51.15 | |
| Trade Desk (TTD) | 6.9 | $10M | 55k | 187.55 | |
| Docusign (DOCU) | 0.4 | $551k | 8.9k | 61.93 |
