OGBORNE CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 16190832026Q2
| Positions | 11 |
|---|---|
| Reported value | $286.9m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 130,000 | $46.5m | 16.2% |
| NVDA NVIDIA CORPORATION | 149,969 | $30.0m | 10.5% |
| AMZN AMAZON COM INC | 112,500 | $26.8m | 9.3% |
| META META PLATFORMS INC | 40,000 | $22.5m | 7.9% |
| NFLX NETFLIX INC. | 300,000 | $21.4m | 7.5% |
| TWLO TWILIO INC | 97,500 | $20.1m | 7.0% |
| MU MICRON TECHNOLOGY INC | 12,500 | $14.4m | 5.0% |
| AXON AXON ENTERPRISE INC | 23,556 | $13.2m | 4.6% |
| CVNA CARVANA CO | 155,000 | $10.2m | 3.6% |
| RDDT REDDIT INC | 50,000 | $8.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1619083")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.