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
top 5 53.7% · top 10 82.9%
- NU — · CL A 12.3%
- GOOGL - Alphabet · CL A 12.0%
- CVNA - Carvana · CL A 10.5%
- INTC - Intel 9.6%
- MU - Micron Technology 9.3%
- RBRK - Rubrik · CL A 8.3%
- TSM - Taiwan Semiconductor Mfg 5.6%
- SNOW - Snowflake 5.5%
- W - Wayfair · CL A 5.0%
- MSFT - Microsoft 4.8%
- META - Meta Platforms · CL A 4.7%
- IOT - Samsara · CL A 4.6%
- Other 7.8%
AUM over time
Book
| GOOGL - Alphabet · CL A | 15.16% | Hold | 10,450 | $2,781 | $29M | — | — |
| AMZN - Amazon | 14.51% | Add +16.0% | 8,533 | $3,260 | $28M | +1,175 | +$3M |
| UBER - UBER Technologies | 7.28% | Reduce −34.8% | 391,000 | $35.68 | $14M | −209,000 | −$11M |
| U - Unity Software | 6.47% | Hold | 125,000 | $99.21 | $12M | — | — |
| NFLX - Netflix | 6.06% | Hold | 31,000 | $374.58 | $12M | — | — |
| TWLO - Twilio · CL A | 5.61% | Add +30.6% | 65,300 | $164.81 | $11M | +15,300 | −$2M |
| DASH - Doordash · CL A | 5.20% | Reduce −30.3% | 85,000 | $117.19 | $10M | −37,000 | −$8M |
| Dlocal · CLASS A | 4.45% | Add +28.2% | 273,001 | $31.26 | $9M | +60,001 | +$932K |
| XYZ - Block · CL A | 3.89% | Add +47.8% | 55,000 | $135.60 | $7M | +17,791 | +$1M |
| CVNA - Carvana · CL A | 3.38% | Add +101.7% | 54,250 | $119.28 | $6M | +27,350 | +$236K |
| BRZE - Braze · CL A | 2.99% | Add +447.6% | 138,000 | $41.47 | $6M | +112,800 | +$4M |
| SNAP — · CL A | 2.54% | Reduce −6.6% | 135,271 | $35.99 | $5M | −9,500 | −$2M |
| SE - SEA | 2.50% | Reduce −36.3% | 40,074 | $119.78 | $5M | −22,801 | −$9M |
| SHOP - Shopify · CL A | 1.53% | Add +1535.3% | 4,350 | $675.86 | $3M | +4,084 | +$3M |
| MELI - Mercadolibre | 1.24% | Reduce −16.9% | 2,000 | $1,190 | $2M | −407 | −$867K |
| Farfetch · CL A | 1.21% | Reduce −34.8% | 153,706 | $15.12 | $2M | −82,190 | −$6M |
| GTLB - Gitlab · CLASS A | 1.19% | Add +145.9% | 41,800 | $54.45 | $2M | +24,800 | +$797K |
| MDB - Mongodb · CL A | 1.09% | New | 4,700 | $443.62 | $2M | +4,700 | +$2M |
| ANGI · CL A | 1.07% | Hold | 361,820 | $5.67 | $2M | — | — |
| Kanzhun | 1.04% | Add +94.5% | 80,000 | $24.91 | $2M | +38,867 | +$558K |
| Altimeter Growth 2 · CL A | 1.02% | Hold | 200,000 | $9.82 | $2M | — | — |
| YMM - Full Truck Alliance | 0.94% | Reduce −70.3% | 270,000 | $6.67 | $2M | −637,579 | −$6M |
| Confluent · CLASS A | 0.88% | New | 41,200 | $41.00 | $2M | +41,200 | +$2M |
| AFRM - Affirm · CL A | 0.79% | Hold | 32,725 | $46.29 | $2M | — | — |
| Hashicorp · CL A | 0.51% | New | 18,000 | $54.00 | $972K | +18,000 | +$972K |
| RBLX - Roblox · CL A | 0.48% | Add +455.6% | 20,000 | $46.25 | $925K | +16,400 | +$554K |
| DDOG - Datadog · CL A | 0.38% | New | 4,850 | $151.55 | $735K | +4,850 | +$735K |
| ZM - Zoom Video · CL A | 0.32% | Reduce −88.0% | 5,250 | $117.14 | $615K | −38,361 | −$7M |
| CRWD - Crowdstrike · CL A | 0.31% | New | 2,625 | $227.05 | $596K | +2,625 | +$596K |
| Hippo | 0.26% | Hold | 250,000 | $1.99 | $498K | — | — |
| GRAB · CLASS A | 0.18% | Hold | 100,000 | $3.50 | $350K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| COIN - Coinbase Global · CL A | 2.83% | Exit | 0 | $252.37 | $7M | −29,572 | −$7M |
| META - Meta Platforms · CL A | 1.88% | Exit | 0 | $336.33 | $5M | −14,700 | −$5M |
| PTON - Peloton Interactive · CL A | 1.15% | Exit | 0 | $35.76 | $3M | −85,000 | −$3M |
| Zhihu | 0.79% | Exit | 0 | $5.54 | $2M | −375,000 | −$2M |
| HOOD - Robinhood Mkts · CL A | 0.13% | Exit | 0 | $17.74 | $337K | −19,000 | −$337K |
| RNG - Ringcentral · CL A | 0.11% | Exit | 0 | $187.50 | $300K | −1,600 | −$300K |
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