OGBORNE CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
10 positions ·
$194,984,086 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
80,000 | $45,770,400 | 23.47% | |
| NFLX |
Netflix Inc
Communication Services
|
375,000 | $36,056,250 | 18.49% | |
| ONON |
On Holding AG
Consumer Cyclical
|
951,175 | $32,358,973 | 16.60% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
122,500 | $18,393,375 | 9.43% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
200,000 | $13,860,000 | 7.11% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
125,000 | $13,237,500 | 6.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,262 | $13,015,540 | 6.68% | |
| CHYM |
Chime Financial, Inc.
Technology
|
528,556 | $9,899,853 | 5.08% | |
| NVDA |
Nvidia Corp
Technology
|
40,000 | $6,976,000 | 3.58% | |
| AS |
Amer Sports, Inc.
Consumer Cyclical
|
164,526 | $5,416,195 | 2.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ONON
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,358,973 | 951,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,301,117 | 845,549 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,705,000 | 300,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $13,975,500 | 330,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,852,513 | 227,714 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,933,998 | 567,714 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,636,920 | 760,214 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,124,732 | 760,214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,556,303 | 710,214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,292,953 | 658,365 | Shares | Sole | 2024-05-31 | |
| 2023-12-31 | $13,550,159 | 502,416 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,196,801 | 294,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,503,819 | 772,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,842,250 | 575,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,102,268 | 297,335 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,644,396 | 600,897 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $884,500 | 50,000 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||