OGBORNE CAPITAL MANAGEMENT, LLC
SAN FRANCISCO CA · SEC CIK 0001619083
$2.87亿2026Q2 申报市值
13持仓数
91.6%前十大占比 · 第一大 16.6%
9 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOOGL 加仓+$3,028.28万
AMZN 新建仓+$2,681.32万
NVDA 加仓+$2,200.37万
TWLO 新建仓+$2,011.72万
MU 新建仓+$1,442.86万
2026Q2 卖出最多 按季末市值估算
ONON 清仓-$3,235.90万
META 减仓-$2,253.16万
DASH 清仓-$1,839.34万
HOOD 清仓-$1,386.00万
SN 清仓-$1,323.75万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC 看涨期权 | $4,766.80万 | 16.62% | 200,000 | 200,000 | — | $4,766.80万 | 新建仓 |
| GOOGL | ALPHABET INC | $4,645.81万 | 16.20% | 130,000 | 84,738 | 187.2% | $3,028.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,000.73万 | 10.46% | 149,969 | 109,969 | 274.9% | $2,200.37万 | 加仓 |
| AMZN | AMAZON COM INC | $2,681.32万 | 9.35% | 112,500 | 112,500 | — | $2,681.32万 | 新建仓 |
| META | META PLATFORMS INC | $2,253.16万 | 7.85% | 40,000 | -40,000 | -50.0% | -$2,253.16万 | 减仓 |
| NFLX | NETFLIX INC. | $2,142.00万 | 7.47% | 300,000 | -75,000 | -20.0% | -$535.50万 | 减仓 |
| TWLO | TWILIO INC | $2,011.72万 | 7.01% | 97,500 | 97,500 | — | $2,011.72万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $2,000.90万 | 6.98% | 100,000 | 100,000 | — | $2,000.90万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1,442.86万 | 5.03% | 12,500 | 12,500 | — | $1,442.86万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1,320.57万 | 4.60% | 23,556 | 23,556 | — | $1,320.57万 | 新建仓 |
| CVNA | CARVANA CO | $1,020.21万 | 3.56% | 155,000 | 155,000 | — | $1,020.21万 | 新建仓 |
| RDDT | REDDIT INC | $867.90万 | 3.03% | 50,000 | 50,000 | — | $867.90万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $531.86万 | 1.85% | 15,000 | 15,000 | — | $531.86万 | 新建仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -951,175 | -100.0% | -$3,235.90万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -122,500 | -100.0% | -$1,839.34万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,386.00万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$1,323.75万 | 清仓 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -528,556 | -100.0% | -$989.99万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -164,526 | -100.0% | -$541.62万 | 清仓 |
| TECL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -20,000 | -100.0% | -$173.10万 | 清仓 |