HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 META PLATFORMS INC |
190,000 | -5,000 | $67,252 |
| META | 190,000 | -5,000 | $67,252 |
| ALPHABET INC |
300,000 | -110,000 | $41,907 |
| GOOGL | 300,000 | -110,000 | $41,907 |
| NVIDIA CORPORATION |
60,000 | -10,000 | $29,713 |
| NVDA | 60,000 | -10,000 | $29,713 |
| NETFLIX INC |
55,000 | +15,000 | $26,778 |
| NFLX | 55,000 | +15,000 | $26,778 |
| CELSIUS HLDGS INC |
445,000 | +445,000 | $24,261 |
| CELH | 445,000 | +445,000 | $24,261 |
| TESLA INC |
92,500 | +42,500 | $22,984 |
| TSLA | 92,500 | +42,500 | $22,984 |
| TARGET CORP |
125,000 | +125,000 | $17,802 |
| TGT | 125,000 | +125,000 | $17,802 |
| THE TRADE DESK INC |
232,864 | +117,864 | $16,757 |
| TTD | 232,864 | +117,864 | $16,757 |
| LYFT INC |
1,000,000 | +1,000,000 | $14,990 |
| LYFT | 1,000,000 | +1,000,000 | $14,990 |
| ON HLDG AG |
502,416 | +207,779 | $13,550 |
| ONON | 502,416 | +207,779 | $13,550 |
| ROKU INC |
142,500 | +70,322 | $13,062 |
| ROKU | 142,500 | +70,322 | $13,062 |
| PDD HOLDINGS INC |
65,000 | +65,000 | $9,510 |
| PDD | 65,000 | +65,000 | $9,510 |
| AIRBNB INC |
65,000 | +65,000 | $8,849 |
| ABNB | 65,000 | +65,000 | $8,849 |
| ENCORE WIRE CORP |
38,753 | +38,753 | $8,278 |
| WIRE | 38,753 | +38,753 | $8,278 |
| DIREXION SHS ETF TR (SPXL) |
50,000 | +50,000 | $5,200 |
| SPXL | 50,000 | +50,000 | $5,200 |
| FIRST AMERN FINL CORP |
50,000 | +50,000 | $3,222 |
| FAF | 50,000 | +50,000 | $3,222 |
| DIREXION SHS ETF TR (TECL) |
25,000 | +25,000 | $1,668 |
| TECL | 25,000 | +25,000 | $1,668 |
See Full List: All Stocks Held By Ogborne Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Ogborne Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $327,019 At 09/30/2023: $192,537 Ogborne Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ogborne Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
