OGBORNE CAPITAL MANAGEMENT, LLC

Q1 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    10

  • Value ($000)

    $260,422

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001619083
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC

CL A
$77.81M
30 %

135,000

NFLX
NFLX

NETFLIX INC

COM
$69.94M
27 %

75,000

---

ON HLDG AG

NAMEN AKT A
$24.93M
10 %

567,714

AMZN
AMZN

AMAZON COM INC

COM
$20.93M
8 %

110,000

RELY
RELY

REMITLY GLOBAL INC

COM
$18.75M
7 %

901,234

SHOP
SHOP

SHOPIFY INC

CL A
$16.71M
6 %

175,000

APP
APP

APPLOVIN CORP

COM CL A
$11.92M
5 %

45,000

---

SHARKNINJA INC

COM SHS
$8.34M
3 %

100,000

ZG
ZG

ZILLOW GROUP INC

CL A
$6.69M
3 %

100,000

AFRM
AFRM

AFFIRM HLDGS INC

COM CL A
$4.41M
2 %

97,500

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