OGBORNE CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · CIK 1619083 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited liability company

As an employer

$219.2m reported value +11.4% vs Q1 2026

11positions

97.6%in top 10

7 new 2 added 2 reduced 7 sold out vs Q1 2026

Options: 2 call positions ($67.7m notional), 0 put positions (— notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	130,000	$46.5m21.20%	21.20%	Added +84.7k	+84,738 187.2%
2	NVIDIA CORPORATION COM NVDA	NVDA	149,969	$30.0m13.69%	13.69%	Added +110.0k	+109,969 274.9%
3	AMAZON COM INC COM AMZN	AMZN	112,500	$26.8m12.23%	12.23%	New
4	META PLATFORMS INC CL A META	META	40,000	$22.5m10.28%	10.28%	Reduced -40.0k	-40,000 -50.0%
5	NETFLIX INC COM NFLX	NFLX	300,000	$21.4m9.77%	9.77%	Reduced -75.0k	-75,000 -20.0%
6	TWILIO INC CL A TWLO	TWLO	97,500	$20.1m9.18%	9.18%	New
7	MICRON TECHNOLOGY INC COM MU	MU	12,500	$14.4m6.58%	6.58%	New
8	AXON ENTERPRISE INC COM AXON	AXON	23,556	$13.2m6.03%	6.03%	New
9	CARVANA CO CL A CVNA	CVNA	155,000	$10.2m4.65%	4.65%	New
10	REDDIT INC CL A RDDT	RDDT	50,000	$8.7m3.96%	3.96%	New
11	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	15,000	$5.3m2.43%	2.43%	New

Security	Ticker	Shares held before	Value then
ON HLDG AG ONON	ONON	951,175	$32.4m951.2k shares
DOORDASH INC DASH	DASH	122,500	$18.4m122.5k shares
ROBINHOOD MKTS INC HOOD	HOOD	200,000	$13.9m200.0k shares
SHARKNINJA INC SN	SN	125,000	$13.2m125.0k shares
CHIME FINL INC CHYM	CHYM	528,556	$9.9m528.6k shares
AMER SPORTS INC AS	AS	164,526	$5.4m164.5k shares
DIREXION SHS ETF TR TECL	TECL	20,000	$1.7m20.0k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
AMAZON COM INC AMZN · Call	AMZN	Call	200,000	$47.7m200.0k shares	New
NVIDIA CORPORATION NVDA · Call	NVDA	Call	100,000	$20.0m100.0k shares	New