Ogborne Capital Management, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $283.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 312.5K | $74.5M | $77.8M | 27.46% | -- | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 250.0K | $50.0M | $54.0M | 19.05% | +210.0K | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 130.0K | $46.5M | $41.2M | 14.53% | +84.7K | 2026-06-30 |
| 4 | META | Meta Platforms Inc | 40.0K | $22.5M | $25.2M | 8.90% | -40,000 | 2026-06-30 |
| 5 | NFLX | Netflix Inc. | 300.0K | $21.4M | $19.2M | 6.76% | -75,000 | 2026-06-30 |
| 6 | TWLO | Twilio Inc | 97.5K | $20.1M | $25.7M | 9.07% | -- | 2026-06-30 |
| 7 | MU | Micron Technology Inc | 12.5K | $14.4M | $11.3M | 3.98% | -- | 2026-06-30 |
| 8 | AXON | Axon Enterprise Inc | 23.6K | $13.2M | $10.0M | 3.53% | -- | 2026-06-30 |
| 9 | CVNA | Carvana Co | 155.0K | $10.2M | $8.8M | 3.10% | -- | 2026-06-30 |
| 10 | RDDT | Reddit Inc | 50.0K | $8.7M | $6.9M | 2.44% | -- | 2026-06-30 |
| 11 | ARM | Arm Holdings PLC | 15.0K | $5.3M | $3.3M | 1.18% | -- | 2026-06-30 |
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