13F HOLDINGS REPORT (Amended)
OGBORNE CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2024 · Filed May 31, 2024 · Accession 0001879202-24-000034
Total Value
$398.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 190,000 | $92.3M | 23.17% |
| 2 | NETFLIX INC | NFLX | 110,000 | $66.8M | 16.78% |
| 3 | CELSIUS HLDGS INC | CELH | 638,449 | $52.9M | 13.30% |
| 4 | NVIDIA CORPORATION | NVDA | 37,500 | $33.9M | 8.51% |
| 5 | THE TRADE DESK INC | 88339J105 | 300,000 | $26.2M | 6.59% |
| 6 | ON HLDG AG | H5919C104 | 658,365 | $23.3M | 5.85% |
| 7 | ALPHABET INC | GOOG | 150,000 | $22.6M | 5.69% |
| 8 | PDD HOLDINGS INC | PDD | 185,000 | $21.5M | 5.40% |
| 9 | LYFT INC | LYFT | 1,025,000 | $19.8M | 4.98% |
| 10 | TARGET CORP | TGT | 75,000 | $13.3M | 3.34% |
| 11 | AIRBNB INC | ABNB | 75,000 | $12.4M | 3.11% |
| 12 | ENCORE WIRE CORP | ECR | 45,456 | $11.9M | 3.00% |
| 13 | ISHARES TR | 464287432 | 12,500 | $1.2M | 0.30% |