Ogborne Capital Management as of Dec. 31, 2025
Portfolio Holdings for Ogborne Capital Management
Ogborne Capital Management holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 23.2 | $70M | 750k | 93.76 | |
| Meta Platforms Cl A (META) | 20.7 | $63M | 95k | 660.09 | |
| On Hldg Namen Akt A (ONON) | 13.0 | $39M | 846k | 46.48 | |
| Doordash Cl A (DASH) | 11.2 | $34M | 150k | 226.48 | |
| Amer Sports Com Shs (AS) | 7.3 | $22M | 596k | 37.35 | |
| Oracle Corporation (ORCL) | 6.8 | $21M | 185k | 111.90 | |
| Applovin Corp Com Cl A (APP) | 6.7 | $20M | 30k | 673.82 | |
| NVIDIA Corporation (NVDA) | 6.2 | $19M | 100k | 186.50 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.7 | $11M | 150k | 74.43 | |
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 1.0 | $2.9M | 25k | 117.49 | |
| Sharkninja Com Shs (SN) | 0.3 | $805k | 5.0k | 160.97 |
