Follow-The-Filings

Featured 13F manager

Octahedron Capital Management L.P. Ram Parameswaran

Burlingame, CA 22 processed 13Fs on this site · 2021 Q4–2026 Q2

  • $195M
  • 15 Positions
  • 2026 Q2
  • +41.3% QoQ
  • Top 5 53.7%

Ram Parameswaran files Octahedron Capital Management L.P. as a Form 13F. The latest book is 2026 Q2 at $195M, up 41.3% QoQ, led by Alphabet, Carvana, and Intel.

Portfolio

2026 Q2 · filed 8/14/2026 · 15 long · top 12 shown

top 5 53.7% · top 10 82.9%

AUM over time

2026 Q2 $195M +41.3% QoQ
2021 Q4 · $263M 2021 Q4 · $263M
Q4 2021
2022 Q1 · $192M · −27.0% QoQ 2022 Q1 · $192M · −27.0% QoQ
Q1 2022
2022 Q2 · $123M · −35.9% QoQ 2022 Q2 · $123M · −35.9% QoQ
Q2
2022 Q3 · $122M · −0.8% QoQ 2022 Q3 · $122M · −0.8% QoQ
Q3
2022 Q4 · $39M · −68.0% QoQ 2022 Q4 · $39M · −68.0% QoQ
Q4
2023 Q1 · $47M · +20.5% QoQ 2023 Q1 · $47M · +20.5% QoQ
Q1 2023
2023 Q2 · $58M · +23.4% QoQ 2023 Q2 · $58M · +23.4% QoQ
Q2
2023 Q3 · $58M · 0.0% QoQ 2023 Q3 · $58M · 0.0% QoQ
Q3
2023 Q4 · $85M · +46.6% QoQ 2023 Q4 · $85M · +46.6% QoQ
Q4
2024 Q1 · $85M · 0.0% QoQ 2024 Q1 · $85M · 0.0% QoQ
Q1 2024
2024 Q2 · $100M · +17.6% QoQ 2024 Q2 · $100M · +17.6% QoQ
Q2
2024 Q3 · $90M · −10.0% QoQ 2024 Q3 · $90M · −10.0% QoQ
Q3
2024 Q4 · $105M · +16.7% QoQ 2024 Q4 · $105M · +16.7% QoQ
Q4
2025 Q1 · $115M · +9.5% QoQ 2025 Q1 · $115M · +9.5% QoQ
Q1 2025
2025 Q2 · $132M · +14.8% QoQ 2025 Q2 · $132M · +14.8% QoQ
Q2
2025 Q3 · $176M · +33.3% QoQ 2025 Q3 · $176M · +33.3% QoQ
Q3
2025 Q4 · $147M · −16.5% QoQ 2025 Q4 · $147M · −16.5% QoQ
Q4
2026 Q1 · $138M · −6.1% QoQ 2026 Q1 · $138M · −6.1% QoQ
Q1 2026
2026 Q2 · $195M · +41.3% QoQ 2026 Q2 · $195M · +41.3% QoQ
Q2

Book

2021 Q4 · filed 14 Feb · long equity

GOOGL - Alphabet · CL A 11.49% Hold 10,450 $2,897 $30M
UBER - UBER Technologies 9.55% Hold 600,000 $41.93 $25M
AMZN - Amazon 9.31% Hold 7,358 $3,334 $25M
NFLX - Netflix 7.09% Hold 31,000 $602.45 $19M
DASH - Doordash · CL A 6.90% Hold 122,000 $148.90 $18M
U - Unity Software 6.79% Hold 125,000 $142.99 $18M
SE - SEA 5.34% Hold 62,875 $223.71 $14M
TWLO - Twilio · CL A 5.00% Hold 50,000 $263.34 $13M
ZM - Zoom Video · CL A 3.04% Hold 43,611 $183.90 $8M
Farfetch · CL A 2.99% Hold 235,896 $33.43 $8M
Dlocal · CLASS A 2.89% Hold 213,000 $35.69 $8M
YMM - Full Truck Alliance 2.88% Hold 907,579 $8.37 $8M
COIN - Coinbase Global · CL A 2.83% Hold 29,572 $252.37 $7M
SNAP — · CL A 2.59% Hold 144,771 $47.03 $7M
CVNA - Carvana · CL A 2.37% Hold 26,900 $231.78 $6M
XYZ - Block · CL A 2.28% Hold 37,209 $161.52 $6M
META - Meta Platforms · CL A 1.88% Hold 14,700 $336.33 $5M
ANGI · CL A 1.27% Hold 361,820 $9.21 $3M
AFRM - Affirm · CL A 1.25% Hold 32,725 $100.57 $3M
MELI - Mercadolibre 1.23% Hold 2,407 $1,349 $3M
PTON - Peloton Interactive · CL A 1.15% Hold 85,000 $35.76 $3M
Zhihu 0.79% Hold 375,000 $5.54 $2M
Altimeter Growth 2 · CL A 0.75% Hold 200,000 $9.86 $2M
BRZE - Braze · CL A 0.74% Hold 25,200 $77.14 $2M
GTLB - Gitlab · CLASS A 0.56% Hold 17,000 $87.00 $1M
Kanzhun 0.54% Hold 41,133 $34.89 $1M
GRAB · CLASS A 0.27% Hold 100,000 $7.13 $713K
Hippo 0.27% Hold 250,000 $2.83 $708K
RBLX - Roblox · CL A 0.14% Hold 3,600 $103.06 $371K
SHOP - Shopify · CL A 0.14% Hold 266 $1,376 $366K
HOOD - Robinhood Mkts · CL A 0.13% Hold 19,000 $17.74 $337K
RNG - Ringcentral · CL A 0.11% Hold 1,600 $187.50 $300K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

19 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 15 $195M +41.3% 13F-HR 8/14/2026 000189190426000004
2026 Q1 18 $138M −6.1% 13F-HR 5/15/2026 000189190426000003
2025 Q4 16 $147M −16.5% 13F-HR 2/17/2026 000189190426000002
2025 Q3 23 $176M +33.3% 13F-HR 11/12/2025 000189190425000011
2025 Q2 22 $132M +14.8% 13F-HR 8/11/2025 000189190425000007
2025 Q1 19 $115M +9.5% 13F-HR 5/15/2025 000189190425000004
2024 Q4 20 $105M +16.7% 13F-HR 2/11/2025 000189190425000003
2024 Q3 17 $90M −10.0% 13F-HR 11/13/2024 000189190424000007
2024 Q2 19 $100M +17.6% 13F-HR 8/13/2024 000189190424000004
2024 Q1 21 $73M RESTATEMENT 5/15/2024 000189190424000003
2024 Q1 18 $85M 0.0% 13F-HR 5/10/2024 000189190424000002
2023 Q4 18 $85M +46.6% 13F-HR 2/13/2024 000189190424000001
2023 Q3 23 $87M RESTATEMENT 11/13/2023 000184667723000010
2023 Q3 12 $58M 0.0% 13F-HR 11/9/2023 000189190423000006
2023 Q2 12 $58M +23.4% 13F-HR 8/9/2023 000189190423000005
2023 Q1 14 $47M RESTATEMENT 5/11/2023 000189190423000004
2023 Q1 14 $47M +20.5% 13F-HR 5/11/2023 000189190423000002
2022 Q4 15 $39M −68.0% 13F-HR 2/13/2023 000189190423000001
2022 Q3 44 $122M −0.8% 13F-HR 11/14/2022 000189190422000003
2022 Q2 43 $123M −35.9% 13F-HR 8/12/2022 000184667722000007
2022 Q1 32 $192M −27.0% 13F-HR 5/13/2022 000189190422000002
2021 Q4 33 $263M 13F-HR 2/14/2022 000189190422000001

About

Octahedron Capital Management L.P.

22 processed 13Fs on this site · 2021 Q4–2026 Q2

Entity
Octahedron Capital Management L.P.
Notable person
Ram Parameswaran
Location
Burlingame, CA
All SEC filings
View on sec.gov