13F Filings History of OGBORNE CAPITAL MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$303,029,331
Signature - Title
David Greer - Chief Operating Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by OGBORNE CAPITAL MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OGBORNE CAPITAL MANAGEMENT, LLC reported 11 stock holdings with total value $303,029,331 as of Q4 2025. Top holdings included NFLX, META, ONON, DASH, and AS.

Notify me when OGBORNE CAPITAL MANAGEMENT, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 11 $303,029,331 +$152,331,931 -$113,270,300 +$39,061,631 NFLX, META, ONON, DASH, AS 13F-HR 13 Feb 2026, 16:25
Q3 2025 10 $367,020,300 +$47,502,762 -$102,601,500 -$55,098,738 NFLX, META, NVDA, APP, AFRM 13F-HR 14 Nov 2025, 17:00
Q2 2025 10 $403,111,264 +$168,839,700 -$89,422,867 +$79,416,833 META, NFLX, NVDA, AFRM, ORCL 13F-HR 14 Aug 2025, 15:59
Q1 2025 10 $260,422,291 +$35,347,291 -$165,734,357 -$130,387,066 META, NFLX, ONON, AMZN, RELY 13F-HR 15 May 2025, 16:03
Q4 2024 13 $409,615,369 +$66,718,374 -$55,741,441 +$10,976,933 META, NFLX, AMZN, ONON, NVDA 13F-HR 14 Feb 2025, 16:19
Q3 2024 15 $354,324,917 +$122,270,036 -$117,780,931 +$4,489,105 META, NFLX, ONON, NVDA, AMZN 13F-HR 14 Nov 2024, 16:05
Q2 2024 13 $323,485,655 +$43,844,093 -$97,061,166 -$53,217,073 META, NFLX, GOOGL, ONON, TTD 13F-HR 14 Aug 2024, 16:00
Q1 2024 13 $398,179,073 +$78,675,210 -$97,965,300 -$19,290,090 META, NFLX, CELH, NVDA, TTD Restatement 31 May 2024, 13:51
Q4 2023 18 $327,020,044 +$133,410,649 -$22,087,900 +$111,322,749 META, GOOGL, NVDA, NFLX, CELH 13F-HR 14 Feb 2024, 15:59
Q3 2023 8 $192,536,946 +$41,145,900 -$69,122,479 -$27,976,579 META, GOOGL, NVDA, NFLX, TSLA 13F-HR 14 Nov 2023, 16:29
Q2 2023 9 $222,199,663 +$131,424,439 -$27,098,900 +$104,325,539 META, AMD, GOOGL, NFLX, ONON 13F-HR 14 Aug 2023, 16:12
Q1 2023 7 $101,187,180 +$78,389,978 -$26,050,975 +$52,339,003 META, GOOGL, ONON, AAPL, TSLA 13F-HR 15 May 2023, 16:05
Q4 2022 4 $29,414,764 $0 -$25,647,308 -$25,647,308 TSLA, ONON, TTD, BILL 13F-HR 14 Feb 2023, 16:01
Q3 2022 5 $85,966,000 +$60,584,333 -$20,286,000 +$40,298,333 TSLA, TTD, BILL, ONON, PGNY 13F-HR 14 Nov 2022, 16:18
Q2 2022 11 $69,736,000 +$16,621,848 -$10,966,574 +$5,655,274 TSLA, GOOGL, TTD, AAPL, ASML 13F-HR 15 Aug 2022, 16:49
Q1 2022 3 $99,515,000 +$14,654,000 -$184,794,000 -$170,140,000 TSLA, GOOGL, TTD 13F-HR 16 May 2022, 16:14
Q4 2021 9 $267,573,000 +$53,268,263 -$12,186,555 +$41,081,708 TSLA, ROKU, PYPL, AFRM, META 13F-HR 14 Feb 2022, 16:02
Q3 2021 6 $242,383,000 +$19,387,000 -$165,069,942 -$145,682,942 TSLA, PYPL, ROKU, SQ, AFRM 13F-HR 15 Nov 2021, 16:12
Q2 2021 8 $424,304,000 +$102,106,329 -$37,099,565 +$65,006,764 ROKU, PYPL, SHOP, TSLA, PINS 13F-HR 16 Aug 2021, 16:20
Q1 2021 8 $303,958,000 +$45,142,688 -$121,436,689 -$76,294,001 ROKU, BILI, PINS, PYPL, SQ 13F-HR 17 May 2021, 17:25
Q4 2020 9 $372,380,000 +$74,795,232 -$82,501,955 -$7,706,723 ROKU, TSLA, SQ, PYPL, FTCHF 13F-HR 16 Feb 2021, 10:22
Q3 2020 9 $268,242,000 +$80,159,627 -$38,514,115 +$41,645,512 TSLA, PYPL, META, ROKU, SQ 13F-HR 16 Nov 2020, 16:23
Q2 2020 10 $200,132,000 +$118,726,935 -$21,550,176 +$97,176,759 PYPL, TSLA, META, ROKU, SQ 13F-HR 14 Aug 2020, 16:27
Q1 2020 10 $70,165,000 +$22,376,367 -$79,711,583 -$57,335,216 PYPL, ROKU, META, UBER, TTD 13F-HR 15 May 2020, 16:12
Q4 2019 8 $148,683,000 +$59,854,494 -$20,833,472 +$39,021,022 ROKU, CVNA, GOOGL, PYPL, TTD 13F-HR 14 Feb 2020, 16:15
Q3 2019 6 $88,941,000 +$13,914,369 -$52,004,200 -$38,089,831 PYPL, CVNA, ROKU, FND, TTD 13F-HR 14 Nov 2019, 16:19
Q2 2019 11 $127,613,000 +$31,640,775 -$17,524,427 +$14,116,348 PYPL, TTD, CVNA, SQ, FND 13F-HR 14 Aug 2019, 16:16
Q1 2019 11 $103,080,000 +$46,680,178 -$33,497,561 +$13,182,617 PYPL, TTD, FND, CVNA, V 13F-HR 15 May 2019, 16:18
Q4 2018 11 $70,316,000 $0 $0 $0 PYPL, AMZN, TTD, TREE, SAVE 13F-HR 14 Feb 2019, 16:23