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 | 18.13% | Add +2118.4% | 231,825 | $95.65 | $22M | +221,375 | −$599K |
| AMZN - Amazon | 16.50% | Reduce −1.8% | 178,560 | $113.00 | $20M | −3,300 | +$862K |
| UBER - UBER Technologies | 10.62% | Add +14.2% | 490,000 | $26.50 | $13M | +61,000 | +$4M |
| NFLX - Netflix | 5.97% | Hold | 31,000 | $235.45 | $7M | — | — |
| DASH - Doordash · CL A | 4.79% | Reduce −0.1% | 118,400 | $49.45 | $6M | −100 | −$2M |
| Dlocal · CLASS A | 4.41% | Add +0.8% | 263,000 | $20.52 | $5M | +2,000 | −$1M |
| TWLO - Twilio · CL A | 3.79% | Reduce −10.1% | 67,000 | $69.13 | $5M | −7,550 | −$2M |
| BRZE - Braze · CL A | 3.70% | Reduce −25.6% | 129,893 | $34.83 | $5M | −44,607 | −$2M |
| U - Unity Software | 3.26% | Hold | 125,000 | $31.86 | $4M | — | — |
| MSFT - Microsoft | 3.20% | Add +1192.3% | 16,800 | $232.92 | $4M | +15,500 | +$4M |
| Kanzhun | 2.77% | Add +8.6% | 201,000 | $16.88 | $3M | +16,000 | −$1M |
| XYZ - Block · CL A | 2.69% | Add +8.7% | 59,800 | $54.98 | $3M | +4,800 | −$92K |
| YMM - Full Truck Alliance | 2.69% | Add +19.2% | 502,000 | $6.55 | $3M | +81,000 | −$526K |
| SE - SEA | 1.84% | Hold | 40,074 | $56.05 | $2M | — | — |
| Altimeter Growth 2 · CL A | 1.62% | Hold | 200,000 | $9.91 | $2M | — | — |
| GTLB - Gitlab · CLASS A | 1.49% | Reduce −3.0% | 35,500 | $51.21 | $2M | −1,100 | −$127K |
| MELI - Mercadolibre | 1.39% | Reduce −6.8% | 2,050 | $827.80 | $2M | −150 | +$296K |
| SNAP — · CL A | 1.03% | Hold | 127,771 | $9.82 | $1M | — | — |
| Confluent · CLASS A | 0.98% | Reduce −5.6% | 50,200 | $23.76 | $1M | −3,000 | −$43K |
| Farfetch · CL A | 0.94% | Hold | 153,706 | $7.45 | $1M | — | — |
| DDOG - Datadog · CL A | 0.90% | Reduce −5.7% | 12,350 | $88.74 | $1M | −750 | −$152K |
| ANGI · CL A | 0.87% | Hold | 361,820 | $2.95 | $1M | — | — |
| SHOP - Shopify · CL A | 0.78% | Hold | 35,500 | $26.93 | $956K | — | — |
| MDB - Mongodb · CL A | 0.75% | Add +9.5% | 4,600 | $198.48 | $913K | +400 | −$177K |
| RBLX - Roblox · CL A | 0.59% | Hold | 20,000 | $35.85 | $717K | — | — |
| AFRM - Affirm · CL A | 0.50% | Hold | 32,725 | $18.76 | $614K | — | — |
| CRWD - Crowdstrike · CL A | 0.35% | Hold | 2,625 | $164.95 | $433K | — | — |
| ZM - Zoom Video · CL A | 0.32% | Hold | 5,250 | $73.52 | $386K | — | — |
| PDD - Pinduoduo | 0.26% | Hold | 5,000 | $62.60 | $313K | — | — |
| GLBE - Global E Online | 0.24% | Hold | 11,000 | $26.73 | $294K | — | — |
| IOT - Samsara · CL A | 0.23% | Hold | 23,000 | $12.09 | $278K | — | — |
| Hashicorp · CL A | 0.22% | Hold | 8,500 | $32.24 | $274K | — | — |
| CPNG - Coupang · CL A | 0.22% | Hold | 16,000 | $16.69 | $267K | — | — |
| GRAB · CLASS A | 0.22% | Hold | 100,000 | $2.63 | $263K | — | — |
| ETSY - ETSY Inc | 0.21% | New | 2,600 | $100.00 | $260K | +2,600 | +$260K |
| ZS - Zscaler | 0.20% | Hold | 1,500 | $164.67 | $247K | — | — |
| TTD - The Trade Desk · CL A | 0.20% | New | 4,000 | $59.75 | $239K | +4,000 | +$239K |
| TOST - Toast · CL A | 0.19% | Hold | 14,000 | $16.71 | $234K | — | — |
| PYPL - Paypal | 0.18% | New | 2,500 | $86.00 | $215K | +2,500 | +$215K |
| ABNB - Airbnb · CL A | 0.17% | New | 2,000 | $105.00 | $210K | +2,000 | +$210K |
| AAPL - Apple | 0.17% | Hold | 1,500 | $138.00 | $207K | — | — |
| HOOD - Robinhood Mkts · CL A | 0.17% | Hold | 20,000 | $10.10 | $202K | — | — |
| Hippo | 0.15% | New | 10,000 | $18.50 | $185K | +10,000 | +$185K |
| FIGS - FIGS Inc · CL A | 0.13% | Hold | 20,000 | $8.25 | $165K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BEKE - KE | 0.54% | Exit | 0 | $17.95 | $664K | −37,000 | −$664K |
| BABA - Alibaba Group | 0.21% | Exit | 0 | $113.48 | $261K | −2,300 | −$261K |
| OKTA - OKTA Inc · CL A | 0.18% | Exit | 0 | $90.40 | $226K | −2,500 | −$226K |
| Hippo | 0.18% | Exit | 0 | $0.8800 | $220K | −250,000 | −$220K |
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