13F HOLDINGS REPORT
OGBORNE CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001879202-23-000019
Total Value
$222.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 165,000 | $47.4M | 21.31% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 305,000 | $34.7M | 15.64% |
| 3 | ALPHABET INC | GOOG | 250,000 | $29.9M | 13.47% |
| 4 | NETFLIX INC | NFLX | 67,500 | $29.7M | 13.38% |
| 5 | ON HLDG AG | H5919C104 | 772,843 | $25.5M | 11.48% |
| 6 | NVIDIA CORPORATION | NVDA | 50,000 | $21.2M | 9.52% |
| 7 | ROKU INC | ROKU | 200,000 | $12.8M | 5.76% |
| 8 | THE TRADE DESK INC | 88339J105 | 136,360 | $10.5M | 4.74% |
| 9 | TESLA INC | TSLA | 40,000 | $10.5M | 4.71% |