OGBORNE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONON | 846K | $39.30M |
 | NFLX | 750K | $70.32M |
 | AS | 596K | $22.26M |
 | ORCL | 185K | $20.70M |
 | AFRM | 150K | $11.16M |
 | DASH | 150K | $33.97M |
 | NVDA | 100K | $18.65M |
 | META | 95K | $62.71M |
 | APP | 30K | $20.21M |
 | SN | 5K | $804.85K |
On Holding AG
ONON
Shares Held
846K
Value
$39.30M
Netflix, Inc.
NFLX
Shares Held
750K
Value
$70.32M
Amer Sports, Inc.
AS
Shares Held
596K
Value
$22.26M
Oracle Corporation
ORCL
Shares Held
185K
Value
$20.70M
Affirm Holdings, Inc.
AFRM
Shares Held
150K
Value
$11.16M
DoorDash, Inc.
DASH
Shares Held
150K
Value
$33.97M
NVIDIA Corporation
NVDA
Shares Held
100K
Value
$18.65M
Meta Platforms, Inc.
META
Shares Held
95K
Value
$62.71M
AppLovin Corporation
APP
Shares Held
30K
Value
$20.21M
SharkNinja, Inc.
SN
Shares Held
5K
Value
$804.85K