OGBORNE CAPITAL MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, OGBORNE CAPITAL MANAGEMENT, LLC held in its portfolio 11 assets valued at $303,029,331 (i.e. $303.03M).

The most valuable assets in the portfolio included: NETFLIX INC ($70.32M), META PLATFORMS INC ($62.71M), and ON HLDG AG ($39.30M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in OGBORNE CAPITAL MANAGEMENT, LLC Portfolio

NETFLIX INC

META PLATFORMS INC

ON HLDG AG

DOORDASH INC

AMER SPORTS INC

ORACLE CORP

APPLOVIN CORP

NVIDIA CORPORATION

AFFIRM HLDGS INC

DIREXION SHS ETF TR

OGBORNE CAPITAL MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
NETFLIX INC	750000	70320000	COM
META PLATFORMS INC	95000	62708550	CL A
ON HLDG AG	845549	39301118	NAMEN AKT A
DOORDASH INC	150000	33972000	CL A
AMER SPORTS INC	595894	22256641	COM SHS
ORACLE CORP	184985	20699822	COM
APPLOVIN CORP	30000	20214600	COM CL A
NVIDIA CORPORATION	100000	18650000	COM
AFFIRM HLDGS INC	150000	11164500	COM CL A
DIREXION SHS ETF TR	25000	2937250	DLY TECH BULL 3X
SHARKNINJA INC	5000	804850	COM SHS