OGBORNE CAPITAL MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OC OGBORNE CAPITAL MANAGEMENT, LLC | Institutional Filer | ▼ 35.08% | $196.7M | 11 |
Current Portfolio Holdings
Showing all 11 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms, Inc. | Technology | 80K | $45.8M | 23.27% |
| 2 | NFLX | Netflix, Inc. | Communication Services | 375K | $36.1M | 18.33% |
| 3 | ONON | On Holding AG | Consumer Cyclical | 951K | $32.4M | 16.45% |
| 4 | DASH | DoorDash, Inc. | Communication Services | 123K | $18.4M | 9.35% |
| 5 | HOOD | Robinhood Markets, Inc. | Financial Services | 200K | $13.9M | 7.05% |
| 6 | SN | SharkNinja, Inc. | Consumer Cyclical | 125K | $13.2M | 6.73% |
| 7 | GOOGL | Alphabet Inc. | Technology | 45K | $13.0M | 6.62% |
| 8 | CHYM | Chime Financial, Inc. Class A Common Stock | Financial Services | 529K | $9.9M | 5.03% |
| 9 | NVDA | NVIDIA Corporation | Technology | 40K | $7.0M | 3.55% |
| 10 | AS | Amer Sports, Inc. | Consumer Cyclical | 165K | $5.4M | 2.75% |
| 11 | TECL | DIREXION SHARES ETF TRUST | — | 20K | $1.7M | 0.88% |
Showing 1 to 11 of 11 holdings