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OGBORNE CAPITAL MANAGEMENT, LLC
WatchNo.5924Latest AUM (Q2 2026)
$286.9M
QoQ Change Q1 2026
+$90.1M+45.8%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
 AMAZON COM INCAMZN |
| 25.96% | — | $74.5M | 312,500 | $0 | 0 | +312,500 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 17.44% | 3.55% | $50.0M | 249,969 | $7.0M | 40,000 | +209,969+524.92% | Add |
 ALPHABET INCGOOGL |
| 16.2% | 6.62% | $46.5M | 130,000 | $13.0M | 45,262 | +84,738+187.22% | Add |
 META PLATFORMS INCMETA |
| 7.85% | 23.27% | $22.5M | 40,000 | $45.8M | 80,000 | -40,000-50.00% | Reduce |
 NETFLIX INCNFLX |
| 7.47% | 18.33% | $21.4M | 300,000 | $36.1M | 375,000 | -75,000-20.00% | Reduce |
 TWILIO INCTWLO |
| 7.01% | — | $20.1M | 97,500 | $0 | 0 | +97,500 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 5.03% | — | $14.4M | 12,500 | $0 | 0 | +12,500 | New Buy |
 AXON ENTERPRISEAXON |
| 4.6% | — | $13.2M | 23,556 | $0 | 0 | +23,556 | New Buy |
| CCARVANA CO CL ACVNA |
| 3.56% | — | $10.2M | 155,000 | $0 | 0 | +155,000 | New Buy |
 REDDIT INC CL ARDDT |
| 3.03% | — | $8.7M | 50,000 | $0 | 0 | +50,000 | New Buy |
 ARM HOLDINGS PLCARM |
| 1.85% | — | $5.3M | 15,000 | $0 | 0 | +15,000 | New Buy |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
