Stock Taper 
OGBORNE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Netflix, Inc. | NFLX | 300K | $21.42M |
 Carvana Co. | CVNA | 155K | $10.2M |
 NVIDIA Corporation | NVDA | 149.97K | $30.01M |
 Alphabet Inc. | GOOGL | 130K | $46.46M |
 Amazon.com, Inc. | AMZN | 112.5K | $26.81M |
 Twilio Inc. | TWLO | 97.5K | $20.12M |
 Reddit, Inc. | RDDT | 50K | $8.68M |
 Meta Platforms, Inc. | META | 40K | $22.53M |
 Axon Enterprise, Inc. | AXON | 23.56K | $13.21M |
 Arm Holdings plc American Depositary Shares | ARM | 15K | $5.32M |
 Micron Technology, Inc. | MU | 12.5K | $14.43M |