account_balance

Investment manager · 13F filer · SEC CIK 1619083

Ogborne Capital Management, LLC

Reported value$219Mas of Jun 30, 2026

Positions11 7 new, 7 sold out

Top 10 weight97.6%GOOGL alone is 21%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 11 stocks.

GOOGLAlphabet Inc.

21.2%Added +187%

NVDANVIDIA Corp

13.7%Added +275%

AMZNAmazon.com Inc

12.2%New

METAMeta Platforms, Inc.

10.3%Trimmed −50%

NFLXNetflix Inc

9.8%Trimmed −20%

TWLOTwilio Inc

9.2%New

MUMicron Technology Inc

6.6%New

AXONAxon Enterprise, Inc.

CVNACarvana Co.

ARM2.4%

GOOGLAlphabet Inc.

21.2%Added +187%

NVDANVIDIA Corp

13.7%+275%

AMZNAmazon.com Inc

12.2%New

METAMeta Platforms, Inc.

10.3%−50%

NFLXNetflix Inc

9.8%

TWLOTwilio Inc

9.2%

MUMicron Technology Inc

6.6%New

AXON6.0%CVNA4.7%RDDT

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 11 as a list

GOOGL Alphabet Inc. 21.2% Added +187%NVDA NVIDIA Corp 13.7% Added +275%AMZN Amazon.com Inc 12.2% New META Meta Platforms, Inc. 10.3% Trimmed −50%NFLX Netflix Inc 9.8% Trimmed −20%TWLO Twilio Inc 9.2% New MU Micron Technology Inc 6.6% New AXON Axon Enterprise, Inc. 6.0% New CVNA Carvana Co. 4.7% New RDDT Reddit, Inc. 4.0% New ARM Arm Holdings PLC 2.4% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

AMZN $26.8M
TWLO $20.1M
MU $14.4M
AXON $13.2M

arrow_upwardAdded

NVDA +275%
GOOGL +187%

arrow_downwardTrimmed

META −50%
NFLX −20%

remove_circleSold out

ONON $32.4M
DASH $18.4M
HOOD $13.9M
SN $13.2M

Ogborne Capital Management, LLC

Where the money is

Biggest moves since Mar 31, 2026

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