OSBON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGNC | 316K | $3.17M |
 | GBDC | 112K | $1.42M |
 | BFLY | 56K | $225.03K |
 | CSCO | 50K | $3.88M |
 | DX | 47K | $596.30K |
 | FWDI | 38K | $166.80K |
 | HYLN | 34K | $60.70K |
 | PL | 25K | $710.43K |
 | AUR | 21K | $87.97K |
 | OBDC | 19K | $212.04K |
 | GSBD | 17K | $153.39K |
 | NET | 17K | $3.41M |
 | CORZ | 14K | $207.22K |
 | NU | 14K | $194.31K |
 | MSDL | 12K | $164.01K |
 | NAKA | 11K | $2.32K |
 | QXO | 10K | $202.53K |
 | BRR | 10K | $20.05K |
 | SPHR | 8K | $909.96K |
 | BRSP | 8K | $43.27K |
AGNC Investment Corp.
AGNC
Shares Held
316K
Value
$3.17M
Golub Capital BDC, Inc.
GBDC
Shares Held
112K
Value
$1.42M
Butterfly Network, Inc.
BFLY
Shares Held
56K
Value
$225.03K
Cisco Systems, Inc.
CSCO
Shares Held
50K
Value
$3.88M
Dynex Capital, Inc.
DX
Shares Held
47K
Value
$596.30K
Forward Industries, Inc.
FWDI
Shares Held
38K
Value
$166.80K
Hyliion Holdings Corp.
HYLN
Shares Held
34K
Value
$60.70K
Planet Labs PBC
PL
Shares Held
25K
Value
$710.43K
Aurora Innovation, Inc.
AUR
Shares Held
21K
Value
$87.97K
Blue Owl Capital Corporation
OBDC
Shares Held
19K
Value
$212.04K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
17K
Value
$153.39K
Cloudflare, Inc.
NET
Shares Held
17K
Value
$3.41M
Core Scientific, Inc.
CORZ
Shares Held
14K
Value
$207.22K
Nu Holdings Ltd.
NU
Shares Held
14K
Value
$194.31K
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
12K
Value
$164.01K
Nakamoto Inc.
NAKA
Shares Held
11K
Value
$2.32K
QXO, Inc.
QXO
Shares Held
10K
Value
$202.53K
ProCap Financial, Inc.
BRR
Shares Held
10K
Value
$20.05K
Sphere Entertainment Co.
SPHR
Shares Held
8K
Value
$909.96K
BrightSpire Capital, Inc.
BRSP
Shares Held
8K
Value
$43.27K