Manager activity
Octahedron Capital Management L.P.
Ram Parameswaran
New
4
Add
7
Reduce
2
Exit
7
20 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| W | New | +4.94% | opened 4.9% | Q1→Q2 |
| MSFT | New | +4.77% | opened 4.8% | Q1→Q2 |
| UBER | New | +2.88% | opened 2.9% | Q1→Q2 |
| DASH | New | +2.36% | opened 2.4% | Q1→Q2 |
| NVDA | Exit | −5.45% | was 5.5% | Q1→Q2 |
| COHR | Exit | −3.93% | was 3.9% | Q1→Q2 |
| SHOP | Exit | −3.34% | was 3.3% | Q1→Q2 |
| NOW | Exit | −3.31% | was 3.3% | Q1→Q2 |
| MDB | Exit | −3.26% | was 3.3% | Q1→Q2 |
| LITE | Exit | −2.78% | was 2.8% | Q1→Q2 |
| AXTI | Exit | −1.20% | was 1.2% | Q1→Q2 |
| MU | Add | +5.46% | +1.1% sh | Q1→Q2 |
| NU | Add | −5.27% | +7.1% sh | Q1→Q2 |
| RBRK | Add | +4.39% | +82.9% sh | Q1→Q2 |
| SNOW | Add | +1.83% | +25.9% sh | Q1→Q2 |
| CVNA | Add | +1.57% | +698.0% sh | Q1→Q2 |
| ONTO | Add | +1.01% | +26.7% sh | Q1→Q2 |
| IOT | Add | +0.70% | +64.0% sh | Q1→Q2 |
| INTC | Reduce | +4.19% | −20.2% sh | Q1→Q2 |
| META | Reduce | −3.83% | −20.5% sh | Q1→Q2 |