Ogborne Capital Management as of June 30, 2025
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 27.5 | $111M | 150k | 738.09 | |
| Netflix (NFLX) | 24.9 | $100M | 75k | 1339.13 | |
| NVIDIA Corporation (NVDA) | 20.6 | $83M | 525k | 157.99 | |
| Affirm Hldgs Com Cl A (AFRM) | 9.4 | $38M | 550k | 69.14 | |
| Oracle Corporation (ORCL) | 4.3 | $18M | 80k | 218.63 | |
| Uber Technologies (UBER) | 3.5 | $14M | 150k | 93.30 | |
| On Hldg Namen Akt A (ONON) | 2.9 | $12M | 228k | 52.05 | |
| Zillow Group Cl A (ZG) | 2.5 | $10M | 150k | 68.49 | |
| Applovin Corp Com Cl A (APP) | 2.2 | $8.8M | 25k | 350.08 | |
| Doordash Cl A (DASH) | 2.1 | $8.6M | 35k | 246.51 |
