§ 13F · FUND PROFILE
OGBORNE CAPITAL MANAGEMENT, LLC.
AUM · $367M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$120M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 200K | $48M | 16.6% | NEW |
| 2 | GOOGL | ALPHABET INC | 130K | $46M | 16.2% | +187% |
| 3 | NVDA | NVIDIA CORPORATION | 150K | $30M | 10.5% | +525% |
| 4 | AMZN | AMAZON COM INC | 113K | $27M | 9.3% | — |
| 5 | META | META PLATFORMS INC | 40K | $23M | 7.9% | −50% |
| 6 | NFLX | NETFLIX INC. | 300K | $21M | 7.5% | −20% |
| 7 | TWLO | TWILIO INC | 98K | $20M | 7.0% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 100K | $20M | 7.0% | — |
| 9 | MU | MICRON TECHNOLOGY INC | 13K | $14M | 5.0% | NEW |
| 10 | AXON | AXON ENTERPRISE INC | 24K | $13M | 4.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OGBORNE SIGNAL
AC read
OGBORNE CAPITAL MANAGEMENT, LLC is a Other fund managing $367 million in assets. The fund runs a focused portfolio of just 10 positions.
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