Ogborne Capital Management, LLC - Q12026 Holdings

Ogborne Capital Management, LLC holds 11 stocks with a total portfolio value of $ 196.72M as of Q12026. In Q12026, Ogborne Capital Management, LLC added 3 new positions, increased stakes in 2 stocks, reduced 6 holdings, and fully exited 3 positions. The largest holding is Meta Platforms Inc (META), representing 23.27% of the total portfolio.