Octahedron Capital Management L.P. activity
Every position Ram Parameswaran opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
4
Add
7
Reduce
2
Exit
7
20 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| W | New | 0% to 4.9% | $9.7M | Q1→Q2 |
| MSFT | New | 0% to 4.8% | $9.3M | Q1→Q2 |
| UBER | New | 0% to 2.9% | $5.6M | Q1→Q2 |
| DASH | New | 0% to 2.4% | $4.6M | Q1→Q2 |
| NVDA | Exit | 5.5% to 0% | $7.5M | Q1→Q2 |
| COHR | Exit | 3.9% to 0% | $5.4M | Q1→Q2 |
| SHOP | Exit | 3.3% to 0% | $4.6M | Q1→Q2 |
| NOW | Exit | 3.3% to 0% | $4.5M | Q1→Q2 |
| MDB | Exit | 3.3% to 0% | $4.5M | Q1→Q2 |
| LITE | Exit | 2.8% to 0% | $3.8M | Q1→Q2 |
| AXTI | Exit | 1.2% to 0% | $1.7M | Q1→Q2 |
| MU | Add | 3.8% to 9.3% | +1.1% sh | Q1→Q2 |
| NU | Add | 17.6% to 12.3% | +7.1% sh | Q1→Q2 |
| RBRK | Add | 4.0% to 8.3% | +82.9% sh | Q1→Q2 |
| SNOW | Add | 3.7% to 5.5% | +25.9% sh | Q1→Q2 |
| CVNA | Add | 8.9% to 10.5% | +698.0% sh | Q1→Q2 |
| ONTO | Add | 1.6% to 2.6% | +26.7% sh | Q1→Q2 |
| IOT | Add | 3.9% to 4.6% | +64.0% sh | Q1→Q2 |
| INTC | Reduce | 5.4% to 9.6% | −20.2% sh | Q1→Q2 |
| META | Reduce | 8.5% to 4.7% | −20.5% sh | Q1→Q2 |