Holdings
Ogborne Capital Management, LLC
As of Jun 30, 2026, Ogborne Capital Management, LLC reported 10 positions worth US$214M. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 130K | US$46.5M | +84,738 | Jun 30, 2026 |
| Nvidia Corporation | 150K | US$30M | +110K | Jun 30, 2026 |
| Amazon.com, Inc. | 113K | US$26.8M | new | Jun 30, 2026 |
| Meta Platforms, Inc. | 40,000 | US$22.5M | −40,000 | Jun 30, 2026 |
| Netflix, Inc. | 300K | US$21.4M | −75,000 | Jun 30, 2026 |
| Twilio Inc. | 97,500 | US$20.1M | new | Jun 30, 2026 |
| Micron Technology, Inc. | 12,500 | US$14.4M | new | Jun 30, 2026 |
| Axon Enterprise, Inc. | 23,556 | US$13.2M | new | Jun 30, 2026 |
| Carvana Co. | 155K | US$10.2M | new | Jun 30, 2026 |
| Reddit, Inc. | 50,000 | US$8.68M | new | Jun 30, 2026 |