13F HOLDINGS REPORT
OGBORNE CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001879202-25-000031
Total Value
$403.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 150,000 | $110.7M | 27.46% |
| 2 | NETFLIX INC | NFLX | 75,000 | $100.4M | 24.91% |
| 3 | NVIDIA CORPORATION | NVDA | 525,000 | $82.9M | 20.58% |
| 4 | AFFIRM HLDGS INC | AFRM | 550,000 | $38.0M | 9.43% |
| 5 | ORACLE CORP | ORCL-PD | 80,000 | $17.5M | 4.34% |
| 6 | UBER TECHNOLOGIES INC | UBER | 150,000 | $14.0M | 3.47% |
| 7 | ON HLDG AG | H5919C104 | 227,714 | $11.9M | 2.94% |
| 8 | ZILLOW GROUP INC | Z | 150,000 | $10.3M | 2.55% |
| 9 | APPLOVIN CORP | APP | 25,000 | $8.8M | 2.17% |
| 10 | DOORDASH INC | DASH | 35,000 | $8.6M | 2.14% |