13F HOLDINGS REPORT
OGBORNE CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001879202-25-000019
Total Value
$260.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 135,000 | $77.8M | 29.88% |
| 2 | NETFLIX INC | NFLX | 75,000 | $69.9M | 26.86% |
| 3 | ON HLDG AG | H5919C104 | 567,714 | $24.9M | 9.57% |
| 4 | AMAZON COM INC | AMZN | 110,000 | $20.9M | 8.04% |
| 5 | REMITLY GLOBAL INC | RELY | 901,234 | $18.7M | 7.20% |
| 6 | SHOPIFY INC | SHOP | 175,000 | $16.7M | 6.42% |
| 7 | APPLOVIN CORP | APP | 45,000 | $11.9M | 4.58% |
| 8 | SHARKNINJA INC | SN | 100,000 | $8.3M | 3.20% |
| 9 | ZILLOW GROUP INC | Z | 100,000 | $6.7M | 2.57% |
| 10 | AFFIRM HLDGS INC | AFRM | 97,500 | $4.4M | 1.69% |