57 is the total number of securities OGBORNE CAPITAL MANAGEMENT, LLC has owned. The longest OGBORNE CAPITAL MANAGEMENT, LLC has owned a single stock is 17 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TTD | THE TRADE DESK INC | 10 | 7 | 1.30% | 6.53% | 11.57% | Q4 2018 | Q3 2023 | 17 |
| ROKU | ROKU INC | 13 | 1 | 2.36% | 12.01% | 22.72% | Q4 2018 | Q3 2023 | 16 |
| TSLA | TESLA INC | 14 | 14 | 4.71% | 30.24% | 85.28% | Q2 2020 | Q3 2023 | 14 |
| PYPL | PAYPAL HLDGS INC | 13 | 13 | 9.37% | 16.22% | 26.29% | Q4 2018 | Q4 2021 | 13 |
| SQ | SQUARE INC | 7 | 3 | 2.86% | 8.29% | 14.31% | Q4 2018 | Q4 2021 | 10 |
| FB | META PLATFORMS INC | 3 | 1 | 3.98% | 16.13% | 30.40% | Q1 2020 | Q3 2023 | 7 |
| GOOGL | ALPHABET INC | 3 | 1 | 9.86% | 15.65% | 27.87% | Q4 2019 | Q3 2023 | 6 |
| ON HLDG AG | 6 | 6 | 1.27% | 10.53% | 17.63% | Q2 2022 | Q3 2023 | 6 | |
| PINS | PINTEREST INC | 6 | 6 | 0.63% | 6.76% | 16.46% | Q3 2020 | Q4 2021 | 6 |
| HAL | HALLIBURTON CO | 5 | 5 | 0.00% | 5.88% | 19.86% | Q4 2019 | Q4 2020 | 5 |
| V | VISA INC | 3 | 2 | 1.90% | 4.14% | 6.44% | Q4 2018 | Q1 2020 | 5 |
| BAC | BANK AMER CORP | 4 | 4 | 16.54% | 29.52% | 40.66% | Q1 2019 | Q4 2019 | 4 |
| CVNA | CARVANA CO | 4 | 4 | 7.29% | 10.62% | 14.93% | Q1 2019 | Q4 2019 | 4 |
| BILI | BILIBILI SPONS ADS REP Z | 3 | 1 | 2.30% | 8.59% | 17.05% | Q2 2020 | Q2 2021 | 4 |
| FND | FLOOR & DECOR HLDGS INC | 4 | 4 | 2.85% | 6.81% | 9.99% | Q4 2018 | Q3 2019 | 4 |
| MA | MASTERCARD INC | 2 | 2 | 2.28% | 4.17% | 6.09% | Q1 2019 | Q1 2020 | 4 |
| AMZN | AMAZON COM INC | 1 | 1 | 6.84% | 10.13% | 14.42% | Q4 2018 | Q4 2020 | 3 |
| NFLX | NETFLIX INC | 2 | 1 | 6.01% | 9.08% | 13.38% | Q1 2019 | Q3 2023 | 3 |
| TREE | LENDINGTREE INC NEW | 3 | 3 | 5.46% | 7.18% | 10.15% | Q4 2018 | Q2 2019 | 3 |
| AFRM | AFFIRM HLDGS INC | 3 | 3 | 3.49% | 5.69% | 8.44% | Q2 2021 | Q4 2021 | 3 |
| BILL | BILL COM HLDGS INC | 3 | 3 | 2.36% | 5.53% | 11.44% | Q2 2022 | Q4 2022 | 3 |
| ROKU | ROKU INC | 3 | 3 | 0.06% | 5.29% | 15.13% | Q1 2020 | Q3 2020 | 3 |
| FTCH | FARFETCH LTD | 3 | 3 | 2.17% | 4.60% | 8.49% | Q2 2020 | Q4 2020 | 3 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.00% | 3.56% | 6.22% | Q1 2019 | Q4 2021 | 3 |
| NVDA | NVIDIA CORPORATION | 2 | 2 | 9.52% | 12.67% | 15.82% | Q2 2023 | Q3 2023 | 2 |
| AAPL | APPLE INC | 1 | 1 | 3.92% | 10.11% | 16.30% | Q2 2022 | Q1 2023 | 2 |
| AMZN | AMAZON COM INC | 1 | 1 | 0.02% | 8.92% | 17.81% | Q4 2020 | Q2 2021 | 2 |
| NVR | NVR INC | 2 | 2 | 7.22% | 7.83% | 8.43% | Q2 2020 | Q3 2020 | 2 |
| SHOP | SHOPIFY INC | 2 | 2 | 3.64% | 6.88% | 10.11% | Q1 2021 | Q2 2021 | 2 |
| PGNY | PROGYNY INC | 1 | 1 | 1.87% | 4.12% | 6.38% | Q1 2020 | Q3 2022 | 2 |
| PINS | PINTEREST CL A | 2 | 2 | 0.44% | 1.25% | 2.06% | Q3 2021 | Q4 2021 | 2 |
| BILI | BILIBILI INC | 1 | 1 | 0.12% | 1.21% | 2.29% | Q3 2020 | Q2 2021 | 2 |
| FB | META PLATFORMS INC | 1 | 1 | 31.82% | 31.82% | 31.82% | Q4 2021 | Q4 2021 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 15.64% | 15.64% | 15.64% | Q2 2023 | Q2 2023 | 1 |
| SAVE | SPIRIT AIRLS INC | 1 | 1 | 9.47% | 9.47% | 9.47% | Q4 2018 | Q4 2018 | 1 |
| XPO | XPO LOGISTICS INC | 1 | 1 | 9.10% | 9.10% | 9.10% | Q4 2018 | Q4 2018 | 1 |
| CRM | SALESFORCE INC | 1 | 1 | 7.90% | 7.90% | 7.90% | Q1 2023 | Q1 2023 | 1 |
| GOOS | CANADA GOOSE HOLDINGS INC | 1 | 1 | 7.77% | 7.77% | 7.77% | Q4 2018 | Q4 2018 | 1 |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 5.89% | 5.89% | 5.89% | Q1 2020 | Q1 2020 | 1 |
| CDNA | CAREDX INC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q2 2019 | Q2 2019 | 1 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 1 | 1 | 4.01% | 4.01% | 4.01% | Q4 2019 | Q4 2019 | 1 |
| EXPE | EXPEDIA GROUP INC | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2021 | Q4 2021 | 1 |
| ASML | ASML HOLDING N V | 1 | 1 | 3.41% | 3.41% | 3.41% | Q2 2022 | Q2 2022 | 1 |
| ABNB | AIRBNB INC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2022 | Q2 2022 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 2.49% | 2.49% | 2.49% | Q1 2020 | Q1 2020 | 1 |
| LULU | LULULEMON ATHLETICA INC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q2 2022 | Q2 2022 | 1 |
| SQ | SQUARE INC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2020 | Q3 2020 | 1 |
| TSLA | TESLA INC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q3 2020 | Q3 2020 | 1 |
| RH | RH | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2022 | Q2 2022 | 1 |
| NVTA | INVITAE CORP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2019 | Q1 2019 | 1 |
| GNRC | GENERAC HLDGS INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2019 | Q2 2019 | 1 |
| FTCH | FARFETCH LTD | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2020 | Q3 2020 | 1 |
| HUD | HUDSON LTD | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2020 | Q1 2020 | 1 |
| REMITLY GLOBAL INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 | |
| DOCU | DOCUSIGN INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
| AAPL | APPLE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
| TSLA | TESLA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including THE TRADE DESK INC, ROKU INC, and TESLA INC, are the highest-conviction holdings of OGBORNE CAPITAL MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by OGBORNE CAPITAL MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that OGBORNE CAPITAL MANAGEMENT, LLC owns currently or has owned in the past.