Ogborne Capital Management, LLC Portfolio Holdings by Sector

Ogborne Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOGL META GOOGL 4 stocks	$211,030 54.34% of portfolio	3	-	2	-	2 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$64,113 16.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$27,556 7.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology TTD 1 stocks	$24,417 6.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$20,381 5.25% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$13,267 3.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH 1 stocks	$12,845 3.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$6,647 1.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials WIRE 1 stocks	$5,796 1.49% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs TLT 1 stocks	$2,294 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts

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