Follow-The-Filings

Manager activity

Octahedron Capital Management L.P.

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Ram Parameswaran

2026 Q1 vs 2025 Q4 · filed 15 May · all filings · sitewide activity

New 8
Add 4
Reduce 5
Exit 6

moves

23 shown

ticker action Δ port detail period
CVNA New +8.94 pp opened 8.9% 2025Q4→2026Q1
COHR New +3.93 pp opened 3.9% 2025Q4→2026Q1
— New +3.87 pp opened 3.9% 2025Q4→2026Q1
MU New +3.82 pp opened 3.8% 2025Q4→2026Q1
SHOP New +3.34 pp opened 3.3% 2025Q4→2026Q1
MDB New +3.26 pp opened 3.3% 2025Q4→2026Q1
— New +1.57 pp opened 1.6% 2025Q4→2026Q1
AXTI New +1.20 pp opened 1.2% 2025Q4→2026Q1
AMZN Exit −11.37 pp was 11.4% 2025Q4→2026Q1
CPNG Exit −5.78 pp was 5.8% 2025Q4→2026Q1
MELI Exit −5.76 pp was 5.8% 2025Q4→2026Q1
DASH Exit −5.32 pp was 5.3% 2025Q4→2026Q1
SE Exit −3.56 pp was 3.6% 2025Q4→2026Q1
— Exit −1.79 pp was 1.8% 2025Q4→2026Q1
META Add +7.97 pp +1540.0% sh 2025Q4→2026Q1
INTC Add +3.18 pp +90.9% sh 2025Q4→2026Q1
SNOW Add +3.12 pp +784.2% sh 2025Q4→2026Q1
— Add +1.06 pp +99.6% sh 2025Q4→2026Q1
NVDA Reduce −6.37 pp −53.9% sh 2025Q4→2026Q1
NOW Reduce −2.26 pp −18.5% sh 2025Q4→2026Q1
NU Reduce −2.06 pp −2.4% sh 2025Q4→2026Q1
TSM Reduce −1.07 pp −29.2% sh 2025Q4→2026Q1
LITE Reduce +0.35 pp −43.9% sh 2025Q4→2026Q1