Ogborne Capital Management as of Dec. 31, 2024
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A Call Option (META) | 26.9 | $168M | 288k | 585.51 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 16.3 | $102M | 200k | 511.23 | |
| Netflix (NFLX) | 12.7 | $80M | 89k | 891.32 | |
| NVIDIA Corporation (NVDA) | 10.2 | $64M | 475k | 134.29 | |
| Amazon (AMZN) | 7.1 | $45M | 204k | 219.39 | |
| On Hldg Namen Akt A (ONON) | 6.6 | $42M | 760k | 54.77 | |
| The Trade Desk Com Cl A (TTD) | 4.8 | $30M | 255k | 117.53 | |
| Shopify Cl A (SHOP) | 4.3 | $27M | 255k | 106.33 | |
| Vistra Energy (VST) | 3.5 | $22M | 160k | 137.87 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.1 | $13M | 215k | 60.90 | |
| Reddit Cl A (RDDT) | 1.8 | $12M | 71k | 163.44 | |
| Zillow Group Cl A (ZG) | 1.7 | $11M | 150k | 70.85 | |
| Rh (RH) | 1.3 | $7.9M | 20k | 393.59 | |
| Remitly Global (RELY) | 0.6 | $4.0M | 176k | 22.57 |
