OGBORNE CAPITAL MANAGEMENT, LLC
SAN FRANCISCO CA · SEC CIK 0001619083
$1.97亿2026Q1 申报市值
11持仓数
99.1%前十大占比 · 第一大 23.3%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HOOD 新建仓+$1,386.00万
GOOGL 新建仓+$1,301.55万
SN 加仓+$1,270.80万
CHYM 新建仓+$989.99万
ONON 加仓+$359.34万
2026Q1 卖出最多 按季末市值估算
NFLX 减仓-$3,605.62万
ORCL 清仓-$2,069.98万
APP 清仓-$2,021.46万
AS 减仓-$1,420.06万
AFRM 清仓-$1,116.45万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -184,985 | -100.0% | -$2,069.98万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2,021.46万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,116.45万 | 清仓 |
| TECL | DIREXION SHARES ETF TRUST | $173.10万 | 0.88% | 20,000 | -5,000 | -20.0% | -$43.27万 | 减仓 |
| AS | AMER SPORTS INC | $541.62万 | 2.75% | 164,526 | -431,368 | -72.4% | -$1,420.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $697.60万 | 3.55% | 40,000 | -60,000 | -60.0% | -$1,046.40万 | 减仓 |
| CHYM | CHIME FINL INC | $989.99万 | 5.03% | 528,556 | 528,556 | — | $989.99万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,301.55万 | 6.62% | 45,262 | 45,262 | — | $1,301.55万 | 新建仓 |
| SN | SHARKNINJA INC | $1,323.75万 | 6.73% | 125,000 | 120,000 | 2,400.0% | $1,270.80万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,386.00万 | 7.05% | 200,000 | 200,000 | — | $1,386.00万 | 新建仓 |
| DASH | DOORDASH INC | $1,839.34万 | 9.35% | 122,500 | -27,500 | -18.3% | -$412.91万 | 减仓 |
| ONON | ON HLDG AG | $3,235.90万 | 16.45% | 951,175 | 105,626 | 12.5% | $359.34万 | 加仓 |
| NFLX | NETFLIX INC. | $3,605.62万 | 18.33% | 375,000 | -375,000 | -50.0% | -$3,605.62万 | 减仓 |
| META | META PLATFORMS INC | $4,577.04万 | 23.27% | 80,000 | -15,000 | -15.8% | -$858.20万 | 减仓 |