Ogborne Capital Management, LLC - Q42025 Holdings

Ogborne Capital Management, LLC holds 11 stocks with a total portfolio value of $ 303.03M as of Q42025. In Q42025, Ogborne Capital Management, LLC added 2 new positions, increased stakes in 4 stocks, reduced 5 holdings, and fully exited 1 position. The largest holding is Netflix Inc (NFLX), representing 23.21% of the total portfolio.