Ogborne Capital Management, LLC
Net buyer this quarter
$287M
11
+$11.4M
74.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $46.5M | 16.20% | 0.00% | +187.2% | Q1 2022 |
 NVDA | $30M | 10.46% | 0.00% | +274.9% | Q2 2023 |
 AMZN | $26.8M | 9.35% | 0.00% | Not reported | Q4 2018 |
 META | $22.5M | 7.85% | Not reported | -50.0% | Q1 2020 |
 NFLX | $21.4M | 7.47% | 0.01% | -20.0% | Q1 2019 |
 TWLO | $20.1M | 7.01% | 0.06% | New | Q2 2026 |
 MU | $14.4M | 5.03% | 0.00% | New | Q2 2026 |
 AXON | $13.2M | 4.60% | 0.03% | New | Q2 2026 |
 CVNA | $10.2M | 3.56% | Not reported | Not reported | Q1 2019 |
 RDDT | $8.68M | 3.03% | Not reported | Not reported | Q4 2024 |
 ARM | $5.32M | 1.85% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| META | $45.8M | 23.27% | Not reported | -15.8% | Q1 2020 |
| NFLX | $36.1M | 18.33% | 0.01% | -50.0% | Q1 2019 |
 ONON | $32.4M | 16.45% | 0.32% | +12.5% | Q2 2022 |
 DASH | $18.4M | 9.35% | Not reported | -18.3% | Q2 2025 |
 HOOD | $13.9M | 7.05% | 0.09% | New | Q1 2026 |
 SN | $13.2M | 6.73% | 0.09% | +2400.0% | Q1 2025 |
| GOOGL | $13M | 6.62% | 0.00% | Not reported | Q1 2022 |
 CHYM | $9.9M | 5.03% | 0.79% | New | Q1 2026 |
| NVDA | $6.98M | 3.55% | 0.00% | -60.0% | Q2 2023 |
 AS | $5.42M | 2.75% | 0.03% | -72.4% | Q4 2025 |
| Q4 2025 | |||||
| NFLX | $70.3M | 23.21% | 0.02% | -9.1% | Q1 2019 |
| META | $62.7M | 20.69% | Not reported | -24.0% | Q1 2020 |
| ONON | $39.3M | 12.97% | 0.28% | +156.2% | Q2 2022 |
| DASH | $34M | 11.21% | Not reported | +328.6% | Q2 2025 |
| AS | $22.3M | 7.34% | 0.11% | New | Q4 2025 |
 ORCL | $20.7M | 6.83% | 0.01% | +236.3% | Q3 2024 |
 APP | $20.2M | 6.67% | 0.01% | -40.0% | Q1 2025 |
| NVDA | $18.7M | 6.15% | 0.00% | -66.7% | Q2 2023 |
 AFRM | $11.2M | 3.68% | 0.25% | -62.5% | Q2 2021 |
| SN | $805K | 0.27% | 0.00% | -96.7% | Q1 2025 |
| Q3 2025 | |||||
| NFLX | $98.9M | 14.51% | 0.02% | +10.0% | Q1 2019 |
| META | $91.8M | 13.47% | Not reported | -16.7% | Q1 2020 |
| NVDA | $56M | 8.21% | 0.00% | -42.9% | Q2 2023 |
| APP | $35.9M | 5.27% | 0.01% | +100.0% | Q1 2025 |
| AFRM | $29.2M | 4.29% | 0.68% | -27.3% | Q2 2021 |
| SN | $15.5M | 2.27% | 0.11% | Not reported | Q1 2025 |
| ORCL | $15.5M | 2.27% | 0.00% | -31.3% | Q3 2024 |
| ONON | $14M | 2.05% | 0.11% | +44.9% | Q2 2022 |
| DASH | $9.52M | 1.40% | Not reported | Not reported | Q2 2025 |
 SHOP | $743K | 0.11% | 0.00% | Not reported | Q1 2021 |