Ogborne Capital Management as of June 30, 2024
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 13 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 33.6 | $134M | 265k | 504.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 19.5 | $77M | 425k | 182.15 | |
| Netflix (NFLX) | 16.1 | $64M | 95k | 674.88 | |
| On Hldg Namen Akt A (ONON) | 6.9 | $28M | 710k | 38.80 | |
| The Trade Desk Com Cl A (TTD) | 6.1 | $24M | 250k | 97.67 | |
| Airbnb Com Cl A (ABNB) | 3.3 | $13M | 88k | 151.63 | |
| Celsius Hldgs Com New (CELH) | 3.2 | $13M | 225k | 57.09 | |
| NVIDIA Corporation (NVDA) | 3.1 | $12M | 100k | 123.54 | |
| Birkenstock Holding Com Shs (BIRK) | 2.4 | $9.4M | 172k | 54.41 | |
| Broadcom (AVGO) | 2.0 | $8.0M | 5.0k | 1605.53 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.7 | $6.6M | 50k | 132.95 | |
| Encore Wire Corporation (WIRE) | 1.5 | $5.8M | 20k | 289.83 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $2.3M | 25k | 91.78 |
