Ogborne Capital Management as of March 31, 2025
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 29.9 | $78M | 135k | 576.36 | |
| Netflix (NFLX) | 26.9 | $70M | 75k | 932.53 | |
| On Hldg Namen Akt A (ONON) | 9.6 | $25M | 568k | 43.92 | |
| Amazon (AMZN) | 8.0 | $21M | 110k | 190.26 | |
| Remitly Global (RELY) | 7.2 | $19M | 901k | 20.80 | |
| Shopify Cl A (SHOP) | 6.4 | $17M | 175k | 95.48 | |
| Applovin Corp Com Cl A (APP) | 4.6 | $12M | 45k | 264.97 | |
| Sharkninja Com Shs (SN) | 3.2 | $8.3M | 100k | 83.41 | |
| Zillow Group Cl A (ZG) | 2.6 | $6.7M | 100k | 66.86 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.7 | $4.4M | 98k | 45.19 |
