Ogborne Capital Management, LLC Portfolio Holdings by Sector
Ogborne Capital Management, LLC
- $403 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
META ZG DASH 3 stocks |
$129,613
32.15% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$100,434
24.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$82,944
20.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
AFRM ORCL 2 stocks |
$55,517
13.77% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
UBER APP 2 stocks |
$22,747
5.64% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$11,852
2.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|