Ogborne Capital Management, LLC Portfolio Holdings
Ogborne Capital Management, LLC
- $403 Million
- Q2 2025
Ogborne Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $403 Million distributed in 10 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $111M, Netflix Inc with a value of $100M, Nvidia Corp with a value of $82.9M, Affirm Holdings, Inc. with a value of $38M, and Oracle Corp with a value of $17.5M.
Examining the 13F form we can see an increase of $151M in the current position value, from $252M to 403M.
Ogborne Capital Management, LLC is based out at San Francisco, CA
Below you can find more details about Ogborne Capital Management, LLC portfolio as well as his latest detailed transactions.