OGBORNE CAPITAL MANAGEMENT, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $293.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 312.5K | $74.5M | $77.6M | 26.47% | -- | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 250.0K | $50.0M | $53.0M | 18.08% | +210.0K | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 130.0K | $46.5M | $44.8M | 15.29% | +84.7K | 2026-06-30 |
| 4 | META | META PLATFORMS INC | 40.0K | $22.5M | $26.8M | 9.14% | -40,000 | 2026-06-30 |
| 5 | NFLX | NETFLIX INC. | 300.0K | $21.4M | $23.4M | 7.97% | -75,000 | 2026-06-30 |
| 6 | TWLO | TWILIO INC | 97.5K | $20.1M | $23.6M | 8.05% | -- | 2026-06-30 |
| 7 | MU | MICRON TECHNOLOGY INC | 12.5K | $14.4M | $11.6M | 3.95% | -- | 2026-06-30 |
| 8 | AXON | AXON ENTERPRISE INC | 23.6K | $13.2M | $10.4M | 3.55% | -- | 2026-06-30 |
| 9 | CVNA | CARVANA CO | 155.0K | $10.2M | $10.4M | 3.54% | -- | 2026-06-30 |
| 10 | RDDT | REDDIT INC | 50.0K | $8.7M | $8.0M | 2.72% | -- | 2026-06-30 |
| 11 | ARM | ARM HOLDINGS PLC | 15.0K | $5.3M | $3.6M | 1.24% | -- | 2026-06-30 |
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