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 | 18.44% | Hold | 10,450 | $2,179 | $23M | — | — |
| AMZN - Amazon | 15.64% | Add +2031.3% | 181,860 | $106.21 | $19M | +173,327 | −$9M |
| UBER - UBER Technologies | 7.11% | Add +9.7% | 429,000 | $20.46 | $9M | +38,000 | −$5M |
| DASH - Doordash · CL A | 6.16% | Add +39.4% | 118,500 | $64.17 | $8M | +33,500 | −$2M |
| Dlocal · CLASS A | 5.55% | Reduce −4.4% | 261,000 | $26.25 | $7M | −12,001 | −$2M |
| BRZE - Braze · CL A | 5.12% | Add +26.4% | 174,500 | $36.23 | $6M | +36,500 | +$599K |
| TWLO - Twilio · CL A | 5.06% | Add +14.2% | 74,550 | $83.81 | $6M | +9,250 | −$5M |
| NFLX - Netflix | 4.39% | Hold | 31,000 | $174.87 | $5M | — | — |
| Kanzhun | 3.94% | Add +131.3% | 185,000 | $26.28 | $5M | +105,000 | +$3M |
| U - Unity Software | 3.73% | Hold | 125,000 | $36.82 | $5M | — | — |
| YMM - Full Truck Alliance | 3.09% | Add +55.9% | 421,000 | $9.06 | $4M | +151,000 | +$2M |
| XYZ - Block · CL A | 2.74% | Hold | 55,000 | $61.45 | $3M | — | — |
| SE - SEA | 2.17% | Hold | 40,074 | $66.85 | $3M | — | — |
| Altimeter Growth 2 · CL A | 1.60% | Hold | 200,000 | $9.86 | $2M | — | — |
| GTLB - Gitlab · CLASS A | 1.57% | Reduce −12.4% | 36,600 | $53.14 | $2M | −5,200 | −$331K |
| SNAP — · CL A | 1.36% | Reduce −5.5% | 127,771 | $13.13 | $2M | −7,500 | −$3M |
| ANGI · CL A | 1.34% | Hold | 361,820 | $4.58 | $2M | — | — |
| MELI - Mercadolibre | 1.13% | Add +10.0% | 2,200 | $636.82 | $1M | +200 | −$978K |
| DDOG - Datadog · CL A | 1.01% | Add +170.1% | 13,100 | $95.27 | $1M | +8,250 | +$513K |
| Confluent · CLASS A | 1.00% | Add +29.1% | 53,200 | $23.23 | $1M | +12,000 | −$453K |
| SHOP - Shopify · CL A | 0.90% | Add +716.1% | 35,500 | $31.24 | $1M | +31,150 | −$2M |
| Farfetch · CL A | 0.89% | Hold | 153,706 | $7.16 | $1M | — | — |
| MDB - Mongodb · CL A | 0.88% | Reduce −10.6% | 4,200 | $259.52 | $1M | −500 | −$995K |
| BEKE - KE | 0.54% | New | 37,000 | $17.95 | $664K | +37,000 | +$664K |
| RBLX - Roblox · CL A | 0.53% | Hold | 20,000 | $32.85 | $657K | — | — |
| AFRM - Affirm · CL A | 0.48% | Hold | 32,725 | $18.06 | $591K | — | — |
| ZM - Zoom Video · CL A | 0.46% | Hold | 5,250 | $108.00 | $567K | — | — |
| CRWD - Crowdstrike · CL A | 0.36% | Hold | 2,625 | $168.38 | $442K | — | — |
| MSFT - Microsoft | 0.27% | New | 1,300 | $256.92 | $334K | +1,300 | +$334K |
| PDD - Pinduoduo | 0.25% | New | 5,000 | $61.80 | $309K | +5,000 | +$309K |
| BABA - Alibaba Group | 0.21% | New | 2,300 | $113.48 | $261K | +2,300 | +$261K |
| IOT - Samsara · CL A | 0.21% | New | 23,000 | $11.17 | $257K | +23,000 | +$257K |
| GRAB · CLASS A | 0.20% | Hold | 100,000 | $2.53 | $253K | — | — |
| Hashicorp · CL A | 0.20% | Reduce −52.8% | 8,500 | $29.41 | $250K | −9,500 | −$722K |
| OKTA - OKTA Inc · CL A | 0.18% | New | 2,500 | $90.40 | $226K | +2,500 | +$226K |
| ZS - Zscaler | 0.18% | New | 1,500 | $149.33 | $224K | +1,500 | +$224K |
| GLBE - Global E Online | 0.18% | New | 11,000 | $20.18 | $222K | +11,000 | +$222K |
| Hippo | 0.18% | Hold | 250,000 | $0.8800 | $220K | — | — |
| AAPL - Apple | 0.17% | New | 1,500 | $136.67 | $205K | +1,500 | +$205K |
| CPNG - Coupang · CL A | 0.17% | New | 16,000 | $12.75 | $204K | +16,000 | +$204K |
| FIGS - FIGS Inc · CL A | 0.15% | New | 20,000 | $9.10 | $182K | +20,000 | +$182K |
| TOST - Toast · CL A | 0.15% | New | 14,000 | $12.93 | $181K | +14,000 | +$181K |
| HOOD - Robinhood Mkts · CL A | 0.13% | New | 20,000 | $8.20 | $164K | +20,000 | +$164K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CVNA - Carvana · CL A | 3.38% | Exit | 0 | $119.28 | $6M | −54,250 | −$6M |
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