§ 13F · FUND PROFILE
OGBORNE CAPITAL MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 11Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$303.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC | 750K | $70.3T | 23.2% | NEW |
| 2 | META | META PLATFORMS INC | 95K | $62.7T | 20.7% | NEW |
| 3 | ONON | ON HLDG AG | 846K | $39.3T | 13.0% | NEW |
| 4 | DASH | DOORDASH INC | 150K | $34.0T | 11.2% | NEW |
| 5 | AS | AMER SPORTS INC | 596K | $22.3T | 7.3% | NEW |
| 6 | ORCL | ORACLE CORP | 185K | $20.7T | 6.8% | NEW |
| 7 | APP | APPLOVIN CORP | 30K | $20.2T | 6.7% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 100K | $18.6T | 6.2% | NEW |
| 9 | AFRM | AFFIRM HLDGS INC | 150K | $11.2T | 3.7% | NEW |
| 10 | TECL | DIREXION SHS ETF TR | 25K | $2.9T | 1.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OGBORNE SIGNAL
AC read
OGBORNE CAPITAL MANAGEMENT, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed