The Analysis of OGBORNE CAPITAL MANAGEMENT, LLC's Holdings


Currently, OGBORNE CAPITAL MANAGEMENT, LLC holds 10 types of securities in its portfolio with a total value $367.0M. In the most recent quarter, they have increased their positions in APP (+25.0K shares, valued at $18.0M), SN (+150.0K shares, valued at $15.5M), NFLX (+7.5K shares, valued at $9.0M); decreased their positions in NVDA (-225.0K shares, valued at $42.0M), META (-25.0K shares, valued at $18.4M), AFRM (-150.0K shares, valued at $11.0M); initiated new positions in SN (+150.0K shares, valued at $15.5M), SHOP (+5.0K shares, valued at $743.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NFLX NETFLIX INC82.5K shares10.00%2025-09-302025-11-14history
META META PLATFORMS INC125.0K shares-16.67%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION300.0K shares-42.86%2025-09-302025-11-14history
APP APPLOVIN CORP50.0K shares100.00%2025-09-302025-11-14history
AFRM AFFIRM HLDGS INC400.0K shares-27.27%2025-09-302025-11-14history
SN SHARKNINJA INC150.0K sharesnew addition2025-09-302025-11-14history
ORCL ORACLE CORP55.0K shares-31.25%2025-09-302025-11-14history
ONON ON HLDG AG330.0K shares44.92%2025-09-302025-11-14history
Sponsored
DASH DOORDASH INC35.0K shares0.00%2025-09-302025-11-14history
SHOP SHOPIFY INC5.0K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
NFLX Call CallNETFLIX INC175.0K sharesnew addition2025-09-302025-11-14history
META Call CallMETA PLATFORMS INC100.0K sharesnew addition2025-09-302025-11-14history
NVDA Call CallNVIDIA CORPORATION100.0K sharesnew addition2025-09-302025-11-14history
ONON Call CallON HLDG AG300.0K sharesnew addition2025-09-302025-11-14history

Put Option Holdings
No put option holdings data available