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The Analysis of OGBORNE CAPITAL MANAGEMENT, LLC's Holdings & P&L

Currently, OGBORNE CAPITAL MANAGEMENT, LLC holds 11 types of securities in its portfolio with a total value $196.7M. In the most recent quarter, they have increased their positions in HOOD (+200.0K shares, valued at $13.9M), N/A (+45.3K shares, valued at $13.0M), SN (+120.0K shares, valued at $12.7M); decreased their positions in NFLX (-375.0K shares, valued at $36.1M), AS (-431.4K shares, valued at $14.2M), NVDA (-60.0K shares, valued at $10.5M); initiated new positions in HOOD (+200.0K shares, valued at $13.9M), N/A (+45.3K shares, valued at $13.0M), CHYM (+528.6K shares, valued at $9.9M).

1M P&L

-243.0K-0.08%

3M P&L

+5.8M+2.02%

HY P&L

-17.9M-5.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information96.7M

31.9%

2Entertainment70.3M

23.2%

3Footwear & Accessories39.3M

13.0%

Top Industries by Stock Count

1Software - Infrastructure2 stocks

18.2%

2Internet Content & Information2 stocks

18.2%

3Leisure1 stocks

9.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

META META PLATFORMS INC80.0K shares-15.79%2026-03-312026-05-15

NFLX NETFLIX INC.375.0K shares-50.00%2026-03-312026-05-15

ONON ON HLDG AG951.2K shares12.49%2026-03-312026-05-15

DASH DOORDASH INC122.5K shares-18.33%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC200.0K sharesnew addition2026-03-312026-05-15

SN SHARKNINJA INC125.0K shares2400.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC45.3K sharesnew addition2026-03-312026-05-15

CHYM CHIME FINL INC528.6K sharesnew addition2026-03-312026-05-15

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NVDA NVIDIA CORPORATION40.0K shares-60.00%2026-03-312026-05-15

AS AMER SPORTS INC164.5K shares-72.39%2026-03-312026-05-15

TECL DIREXION SHARES ETF TRUST20.0K shares-20.00%2026-03-312026-05-15

META PLATFORMS INC

-15.79%

Shares80.0K

Event2026-03-31

Filed2026-05-15

NETFLIX INC.

-50.00%

Shares375.0K

Event2026-03-31

Filed2026-05-15

ON HLDG AG

12.49%

Shares951.2K

Event2026-03-31

Filed2026-05-15

DOORDASH INC

-18.33%

Shares122.5K

Event2026-03-31

Filed2026-05-15

ROBINHOOD MKTS INC

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

SHARKNINJA INC

2400.00%

Shares125.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares45.3K

Event2026-03-31

Filed2026-05-15

CHIME FINL INC

New

Shares528.6K

Event2026-03-31

Filed2026-05-15

NVIDIA CORPORATION

-60.00%

Shares40.0K

Event2026-03-31

Filed2026-05-15

AMER SPORTS INC

-72.39%

Shares164.5K

Event2026-03-31

Filed2026-05-15

DIREXION SHARES ETF TRUST

-20.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available