Ogborne Capital Management as of Dec. 31, 2019
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 30.7 | $68M | 1.9M | 35.22 | |
| Roku (ROKU) | 12.6 | $28M | 208k | 133.90 | |
| Carvana Co cl a (CVNA) | 11.5 | $25M | 275k | 92.05 | |
| Alphabet Inc Class A cs (GOOGL) | 9.9 | $22M | 16k | 1339.38 | |
| Paypal Holdings (PYPL) | 9.7 | $21M | 198k | 108.17 | |
| Trade Desk (TTD) | 8.8 | $19M | 75k | 259.78 | |
| MasterCard Incorporated (MA) | 6.1 | $13M | 45k | 298.60 | |
| Visa (V) | 4.8 | $11M | 57k | 187.90 | |
| Ss&c Technologies Holding (SSNC) | 4.0 | $8.9M | 144k | 61.40 | |
| Halliburton Company (HAL) | 1.9 | $4.3M | 113k | 38.29 |
