OGBORNE CAPITAL MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBINHOOD MKTS INC(HOOD) | 0 | 200,000 | +200,000 | 0 | 13,860,000 | 7.05% | +13,860,000 |
| ALPHABET INC(GOOG) | 0 | 45,262 | +45,262 | 0 | 13,015,541 | 6.62% | +13,015,541 |
| SHARKNINJA INC(SN) | 0 | 125,000 | +125,000 | 0 | 13,237,500 | 6.73% | +13,237,500 |
| CHIME FINL INC(CHYM) | 0 | 528,556 | +528,556 | 0 | 9,899,854 | 5.03% | +9,899,854 |
| DIREXION SHARES ETF TRUST | 0 | 20,000 | +20,000 | 0 | 1,731,000 | 0.88% | +1,731,000 |
| DIREXION SHS ETF TR | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ON HLDG AG(ONON) | 0 | 951,175 | +951,175 | 0 | 32,358,974 | 16.45% | +32,358,974 |
| AFFIRM HLDGS INC(AFRM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NVIDIA CORPORATION(NVDA) | 0 | 40,000 | +40,000 | 0 | 6,976,000 | 3.55% | +6,976,000 |
| DOORDASH INC(DASH) | 0 | 122,500 | +122,500 | 0 | 18,393,375 | 9.35% | +18,393,375 |
| AMER SPORTS INC(AS) | 0 | 164,526 | +164,526 | 0 | 5,416,196 | 2.75% | +5,416,196 |
| META PLATFORMS INC(META) | 0 | 80,000 | +80,000 | 0 | 45,770,400 | 23.27% | +45,770,400 |
| APPLOVIN CORP(APP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ORACLE CORP(ORCL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NETFLIX INC.(NFLX) | 0 | 375,000 | +375,000 | 0 | 36,056,250 | 18.33% | +36,056,250 |