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OGBORNE CAPITAL MANAGEMENT, LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OGBORNE CAPITAL MANAGEMENT, LLC on NVDA, newest first. How the timeline and the estimate are built.

OGBORNE CAPITAL MANAGEMENT, LLC held 149,969 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,969 shares
    Change vs previous 13F +109,969 shares

    13.69% of the 13F portfolio, value $30,007,297.

    13F-HR 0001619083-26-000006 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,000 shares
    Change vs previous 13F -60,000 shares

    3.55% of the 13F portfolio, value $6,976,000.

    13F-HR 0001619083-26-000003 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 100,000 shares
    Change vs previous 13F -200,000 shares

    6.15% of the 13F portfolio, value $18,650,000.

    13F-HR 0001619083-26-000002 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 300,000 shares
    Change vs previous 13F -225,000 shares

    15.25% of the 13F portfolio, value $55,974,000.

    13F-HR 0001619083-25-000003 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 525,000 shares
    Change vs previous 13F +525,000 shares

    20.58% of the 13F portfolio, value $82,944,750.

    13F-HR 0001879202-25-000031 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -275,000 shares

    13F-HR 0001879202-25-000019 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 275,000 shares
    Change vs previous 13F +25,000 shares

    9.02% of the 13F portfolio, value $36,929,750.

    13F-HR 0001879202-25-000007 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 250,000 shares
    Change vs previous 13F not available

    8.57% of the 13F portfolio, value $30,360,000.

    13F-HR 0001879202-24-000062 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).