Ogborne Capital Management, LLC
Ogborne Capital Management, LLC reported 13 holdings worth US$287M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Ogborne Capital Management, LLC reported 13 holdings worth US$287M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$287M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 130K | US$46.5M | 16.2% |
| Nvidia Corporation | 150K | US$30M | 10.5% |
| Amazon.com, Inc. | 113K | US$26.8M | 9.3% |
| Meta Platforms, Inc. | 40,000 | US$22.5M | 7.9% |
| Netflix, Inc. | 300K | US$21.4M | 7.5% |
| Twilio Inc. | 97,500 | US$20.1M | 7.0% |
| Micron Technology, Inc. | 12,500 | US$14.4M | 5.0% |
| Axon Enterprise, Inc. | 23,556 | US$13.2M | 4.6% |
| Carvana Co. | 155K | US$10.2M | 3.6% |
| Reddit, Inc. | 50,000 | US$8.68M | 3.0% |
| Amer Sports, Inc. | 0 | US$0 | 0.00% |
| Chime Financial, Inc. | 0 | US$0 | 0.00% |
| Doordash, Inc. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Sharkninja, Inc. | 0 | US$0 | 0.00% |