Ogborne Capital Management as of March 31, 2020
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 11 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 24.6 | $22M | 228k | 95.74 | |
| Roku (ROKU) | 23.5 | $21M | 238k | 87.48 | |
| Halliburton Company (HAL) | 19.6 | $17M | 2.6M | 6.81 | |
| Facebook Inc cl a (META) | 9.4 | $8.3M | 50k | 166.80 | |
| Uber Technologies (UBER) | 5.8 | $5.2M | 185k | 27.92 | |
| Trade Desk (TTD) | 5.4 | $4.8M | 25k | 193.00 | |
| MasterCard Incorporated (MA) | 4.7 | $4.2M | 17k | 241.55 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.5 | $2.2M | 5.0k | 436.40 | |
| Visa (V) | 1.9 | $1.7M | 10k | 161.16 | |
| Progyny (PGNY) | 1.8 | $1.6M | 77k | 21.19 | |
| Hudson | 0.7 | $603k | 120k | 5.02 |
