OGBORNE CAPITAL MANAGEMENT, LLC

Q2 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    10

  • Value ($000)

    $403,111

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC

CL A
$110.71M
28 %

150,000

NFLX
NFLX

NETFLIX INC

COM
$100.43M
25 %

75,000

NVDA
NVDA

NVIDIA CORPORATION

COM
$82.94M
21 %

525,000

AFRM
AFRM

AFFIRM HLDGS INC

COM CL A
$38.03M
9 %

550,000

ORCL
ORCL

ORACLE CORP

COM
$17.49M
4 %

80,000

UBER
UBER

UBER TECHNOLOGIES INC

COM
$13.99M
4 %

150,000

---

ON HLDG AG

NAMEN AKT A
$11.85M
3 %

227,714

ZG
ZG

ZILLOW GROUP INC

CL A
$10.27M
3 %

150,000

APP
APP

APPLOVIN CORP

COM CL A
$8.75M
2 %

25,000

DASH
DASH

DOORDASH INC

CL A
$8.63M
2 %

35,000

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