13F HOLDINGS REPORT
OGBORNE CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001879202-23-000029
Total Value
$192.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 195,000 | $58.5M | 30.41% |
| 2 | ALPHABET INC | GOOG | 410,000 | $53.7M | 27.87% |
| 3 | NVIDIA CORPORATION | NVDA | 70,000 | $30.4M | 15.81% |
| 4 | NETFLIX INC | NFLX | 40,000 | $15.1M | 7.84% |
| 5 | TESLA INC | TSLA | 50,000 | $12.5M | 6.50% |
| 6 | THE TRADE DESK INC | 88339J105 | 115,000 | $9.0M | 4.67% |
| 7 | ON HLDG AG | H5919C104 | 294,637 | $8.2M | 4.26% |
| 8 | ROKU INC | ROKU | 72,178 | $5.1M | 2.65% |