Stock Taper

OGBORNE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Micron Technology, Inc.MU12.5K$14.43M
Arm Holdings plc American Depositary SharesARM15K$5.32M
Axon Enterprise, Inc.AXON23.56K$13.21M
Meta Platforms, Inc.META40K$22.53M
Reddit, Inc.RDDT50K$8.68M
Twilio Inc.TWLO97.5K$20.12M
Amazon.com, Inc.AMZN112.5K$26.81M
Alphabet Inc.GOOGL130K$46.46M
NVIDIA CorporationNVDA149.97K$30.01M
Carvana Co.CVNA155K$10.2M
Netflix, Inc.NFLX300K$21.42M