OGBORNE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AFRM | 400K | $29.23M |
 | ONON | 330K | $13.98M |
 | NVDA | 300K | $55.97M |
 | SN | 150K | $15.47M |
 | META | 125K | $91.80M |
 | NFLX | 83K | $98.91M |
 | ORCL | 55K | $15.47M |
 | APP | 50K | $35.93M |
 | DASH | 35K | $9.52M |
 | SHOP | 5K | $743.05K |
Affirm Holdings, Inc.
AFRM
Shares Held
400K
Value
$29.23M
On Holding AG
ONON
Shares Held
330K
Value
$13.98M
NVIDIA Corporation
NVDA
Shares Held
300K
Value
$55.97M
SharkNinja, Inc.
SN
Shares Held
150K
Value
$15.47M
Meta Platforms, Inc.
META
Shares Held
125K
Value
$91.80M
Netflix, Inc.
NFLX
Shares Held
83K
Value
$98.91M
Oracle Corporation
ORCL
Shares Held
55K
Value
$15.47M
AppLovin Corporation
APP
Shares Held
50K
Value
$35.93M
DoorDash, Inc.
DASH
Shares Held
35K
Value
$9.52M
Shopify Inc.
SHOP
Shares Held
5K
Value
$743.05K