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 SN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,237,500 | 125,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $559,500 | 5,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,472,500 | 150,000 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $8,341,000 | 100,000 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||