Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OGBORNE CAPITAL MANAGEMENT, LLC (CIK 1619083) reported $196.7M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: META ($45.8M, 23.27%), NFLX ($36.1M, 18.33%), ONON ($32.4M, 16.45%), DASH ($18.4M, 9.35%), HOOD ($13.9M, 7.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | $45.8M | 23.27% | 80,000 | Trimmed |
| 2 | NFLX | NETFLIX INC. | $36.1M | 18.33% | 375,000 | Trimmed |
| 3 | ONON | ON HLDG AG | $32.4M | 16.45% | 951,175 | Added |
| 4 | DASH | DOORDASH INC | $18.4M | 9.35% | 122,500 | Trimmed |
| 5 | HOOD | ROBINHOOD MKTS INC | $13.9M | 7.05% | 200,000 | New |
| 6 | SN | SHARKNINJA INC | $13.2M | 6.73% | 125,000 | Added |
| 7 | GOOGL | ALPHABET INC | $13.0M | 6.62% | 45,262 | New |
| 8 | CHYM | CHIME FINL INC | $9.9M | 5.03% | 528,556 | New |
| 9 | NVDA | NVIDIA CORPORATION | $7.0M | 3.55% | 40,000 | Trimmed |
| 10 | AS | AMER SPORTS INC | $5.4M | 2.75% | 164,526 | Trimmed |
| 11 | TECL | DIREXION SHARES ETF TRUST | $1.7M | 0.88% | 20,000 | Trimmed |
| 12 | AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | Exited |
| 13 | APP | APPLOVIN CORP | $0 | 0.00% | 0 | Exited |
| 14 | ORCL | ORACLE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31