13F HOLDINGS REPORT
OGBORNE CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001619083-26-000002
Total Value
$303.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 750,000 | $70.3M | 23.21% |
| 2 | META PLATFORMS INC | META | 95,000 | $62.7M | 20.69% |
| 3 | ON HLDG AG | H5919C104 | 845,549 | $39.3M | 12.97% |
| 4 | DOORDASH INC | DASH | 150,000 | $34.0M | 11.21% |
| 5 | AMER SPORTS INC | AS | 595,894 | $22.3M | 7.34% |
| 6 | ORACLE CORP | ORCL-PD | 184,985 | $20.7M | 6.83% |
| 7 | APPLOVIN CORP | APP | 30,000 | $20.2M | 6.67% |
| 8 | NVIDIA CORPORATION | NVDA | 100,000 | $18.6M | 6.15% |
| 9 | AFFIRM HLDGS INC | AFRM | 150,000 | $11.2M | 3.68% |
| 10 | DIREXION SHS ETF TR | 25459W102 | 25,000 | $2.9M | 0.97% |
| 11 | SHARKNINJA INC | SN | 5,000 | $804,850 | 0.27% |