13F HOLDINGS REPORT
OGBORNE CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001619083-25-000003
Total Value
$681.6M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 175,000 | $209.8M | 30.78% |
| 2 | NETFLIX INC | NFLX | 82,500 | $98.9M | 14.51% |
| 3 | META PLATFORMS INC | META | 125,000 | $91.8M | 13.47% |
| 4 | META PLATFORMS INC | META | 100,000 | $73.4M | 10.77% |
| 5 | NVIDIA CORPORATION | NVDA | 300,000 | $56.0M | 8.21% |
| 6 | APPLOVIN CORP | APP | 50,000 | $35.9M | 5.27% |
| 7 | AFFIRM HLDGS INC | AFRM | 400,000 | $29.2M | 4.29% |
| 8 | NVIDIA CORPORATION | NVDA | 100,000 | $18.7M | 2.74% |
| 9 | SHARKNINJA INC | SN | 150,000 | $15.5M | 2.27% |
| 10 | ORACLE CORP | ORCL-PD | 55,000 | $15.5M | 2.27% |
| 11 | ON HLDG AG | H5919C104 | 330,000 | $14.0M | 2.05% |
| 12 | ON HLDG AG | H5919C104 | 300,000 | $12.7M | 1.86% |
| 13 | DOORDASH INC | DASH | 35,000 | $9.5M | 1.40% |
| 14 | SHOPIFY INC | SHOP | 5,000 | $743,050 | 0.11% |