1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Ogborne Capital Management, Llc Buys Floor & Decor Holdings Inc, Carvana Co, Netflix Inc, Sells Amazon.com Inc, Spirit Airlines Inc, XPO Logistics Inc

Investment company Ogborne Capital Management, Llc buys Floor & Decor Holdings Inc, Carvana Co, Netflix Inc, PayPal Holdings Inc, Mastercard Inc, Visa Inc, Invitae Corp, sells Amazon.com Inc, Spirit Airlines Inc, XPO Logistics Inc, Canada Goose Holdings Inc, LendingTree Inc, Roku Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Ogborne Capital Management, Llc. As of 2019Q1, Ogborne Capital Management, Llc owns 13 stocks with a total value of $133 million. These are the details of the buys and sells.

For the details of OGBORNE CAPITAL MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ogborne+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of OGBORNE CAPITAL MANAGEMENT, LLC
  1. Bank of America Corporation (BAC) - 800,000 shares, 16.54% of the total portfolio.
  2. PayPal Holdings Inc (PYPL) - 212,500 shares, 16.53% of the total portfolio. Shares added by 32.81%
  3. The Trade Desk Inc (TTD) - 75,000 shares, 11.12% of the total portfolio. Shares added by 15.38%
  4. Floor & Decor Holdings Inc (FND) - 323,473 shares, 9.99% of the total portfolio. Shares added by 317.38%
  5. Carvana Co (CVNA) - 167,500 shares, 7.29% of the total portfolio. New Position
New Purchase: Carvana Co (CVNA)

Ogborne Capital Management, Llc initiated holding in Carvana Co. The purchase prices were between $30.19 and $58.15, with an estimated average price of $41.74. The stock is now traded at around $67.53. The impact to a portfolio due to this purchase was 7.29%. The holding were 167,500 shares as of .

New Purchase: Netflix Inc (NFLX)

Ogborne Capital Management, Llc initiated holding in Netflix Inc. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $358.00. The impact to a portfolio due to this purchase was 6.01%. The holding were 22,500 shares as of .

New Purchase: Mastercard Inc (MA)

Ogborne Capital Management, Llc initiated holding in Mastercard Inc. The purchase prices were between $181.18 and $235.87, with an estimated average price of $214.63. The stock is now traded at around $252.78. The impact to a portfolio due to this purchase was 3.52%. The holding were 20,000 shares as of .

New Purchase: Invitae Corp (NVTA)

Ogborne Capital Management, Llc initiated holding in Invitae Corp. The purchase prices were between $10.65 and $25.75, with an estimated average price of $17.47. The stock is now traded at around $19.14. The impact to a portfolio due to this purchase was 1.5%. The holding were 85,649 shares as of .

Added: Floor & Decor Holdings Inc (FND)

Ogborne Capital Management, Llc added to a holding in Floor & Decor Holdings Inc by 317.38%. The purchase prices were between $25.9 and $41.51, with an estimated average price of $34.9. The stock is now traded at around $42.44. The impact to a portfolio due to this purchase was 7.6%. The holding were 323,473 shares as of .

Added: PayPal Holdings Inc (PYPL)

Ogborne Capital Management, Llc added to a holding in PayPal Holdings Inc by 32.81%. The purchase prices were between $82.09 and $104.15, with an estimated average price of $94.45. The stock is now traded at around $113.42. The impact to a portfolio due to this purchase was 4.08%. The holding were 212,500 shares as of .

Added: Visa Inc (V)

Ogborne Capital Management, Llc added to a holding in Visa Inc by 83.33%. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $164.40. The impact to a portfolio due to this purchase was 2.93%. The holding were 55,000 shares as of .

Sold Out: Amazon.com Inc (AMZN)

Ogborne Capital Management, Llc sold out a holding in Amazon.com Inc. The sale prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42.

Sold Out: Spirit Airlines Inc (SAVE)

Ogborne Capital Management, Llc sold out a holding in Spirit Airlines Inc. The sale prices were between $51.55 and $63.06, with an estimated average price of $57.62.

Sold Out: XPO Logistics Inc (XPO)

Ogborne Capital Management, Llc sold out a holding in XPO Logistics Inc. The sale prices were between $46.2 and $63.89, with an estimated average price of $55.6.

Sold Out: Canada Goose Holdings Inc (GOOS)

Ogborne Capital Management, Llc sold out a holding in Canada Goose Holdings Inc. The sale prices were between $42.16 and $59.19, with an estimated average price of $50.85.



Here is the complete portfolio of OGBORNE CAPITAL MANAGEMENT, LLC. Also check out:

1. OGBORNE CAPITAL MANAGEMENT, LLC's Undervalued Stocks
2. OGBORNE CAPITAL MANAGEMENT, LLC's Top Growth Companies, and
3. OGBORNE CAPITAL MANAGEMENT, LLC's High Yield stocks
4. Stocks that OGBORNE CAPITAL MANAGEMENT, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)