Ogborne Capital Management as of March 31, 2024
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 23.2 | $92M | 190k | 485.58 | |
| Netflix (NFLX) | 16.8 | $67M | 110k | 607.33 | |
| Celsius Hldgs Com New (CELH) | 13.3 | $53M | 638k | 82.92 | |
| NVIDIA Corporation (NVDA) | 8.5 | $34M | 38k | 903.56 | |
| The Trade Desk Com Cl A (TTD) | 6.6 | $26M | 300k | 87.42 | |
| On Hldg Namen Akt A (ONON) | 5.8 | $23M | 658k | 35.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $23M | 150k | 150.93 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.4 | $22M | 185k | 116.25 | |
| Lyft Cl A Com (LYFT) | 5.0 | $20M | 1.0M | 19.35 | |
| Target Corporation (TGT) | 3.3 | $13M | 75k | 177.21 | |
| Airbnb Com Cl A (ABNB) | 3.1 | $12M | 75k | 164.96 | |
| Encore Wire Corporation (WIRE) | 3.0 | $12M | 46k | 262.78 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $1.2M | 13k | 94.62 |
