Ogborne Capital Management, LLC holds a concentrated book of 11 stocks worth $196.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Robinhood Markets Inc - A and trimmed Meta Platforms Inc-Class A. Their largest long position is Meta Platforms Inc-Class A at 23% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1619083/holdings"
Use Arkolith to show OGBORNE CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc CL A | $45.8M | 80.0K | 23.3% | ▼−16% Reduced · −15K sh | |
| 2 | Netflix Inc. COM | $36.1M | 375.0K | 18.3% | ▼−50% Reduced · −375K sh | |
| 3 | On Hldg AG NAMEN AKT A | $32.4M | 951.2K | 16.4% | ▲+12% Added · +106K sh | |
| 4 | Doordash Inc CL A | $18.4M | 122.5K | 9.4% | ▼−18% Reduced · −28K sh | |
| 5 | Robinhood MKTS Inc COM CL A | $13.9M | 200.0K | 7.0% | ▲New New position | |
| 6 | Sharkninja Inc COM SHS | $13.2M | 125.0K | 6.7% | ▲25× Added · +120K sh | |
| 7 | Alphabet Inc CAP STK CL A | $13.0M | 45.3K | 6.6% | ▲New New position | |
| 8 | Chime Finl Inc COM SHS CL A | $9.9M | 528.6K | 5.0% | ▲New New position | |
| 9 | Nvidia Corporation COM | $7.0M | 40.0K | 3.5% | ▼−60% Reduced · −60K sh | |
| 10 | Amer Sports Inc COM SHS | $5.4M | 164.5K | 2.8% | ▼−72% Reduced · −431K sh | |
| 11 | Direxion Shares ETF Trust DAILY TECHNOLOGY | $1.7M | 20.0K | 0.9% | ▼−20% Reduced · −5K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.