Octahedron Capital Management L.P. Ram Parameswaran
Burlingame, CA 22 processed 13Fs on this site, 2021 Q4 to 2026 Q2
- $195M
- 15 holdings
- 2026 Q2
- +41.3% QoQ
- Top 5 53.7%
AUM over time
Book
| GOOGL, Alphabet | Add +2118.4% | 231,825 | $95.65 | $22M | +221,375 | −$599K | |
| AMZN, Amazon | Reduce −1.8% | 178,560 | $113.00 | $20M | −3,300 | +$862K | |
| UBER, Uber | Add +14.2% | 490,000 | $26.50 | $13M | +61,000 | +$4.2M | |
| NFLX, Netflix | Hold | 31,000 | $235.45 | $7.3M | — | — | |
| DASH, DoorDash | Reduce −0.1% | 118,400 | $49.45 | $5.9M | −100 | −$1.7M | |
| Dlocal | Add +0.8% | 263,000 | $20.52 | $5.4M | +2,000 | −$1.5M | |
| TWLO, Twilio | Reduce −10.1% | 67,000 | $69.13 | $4.6M | −7,550 | −$1.6M | |
| BRZE, Braze | Reduce −25.6% | 129,893 | $34.83 | $4.5M | −44,607 | −$1.8M | |
| U, Unity Software | Hold | 125,000 | $31.86 | $4M | — | — | |
| MSFT, Microsoft | Add +1192.3% | 16,800 | $232.92 | $3.9M | +15,500 | +$3.6M | |
| Kanzhun | Add +8.6% | 201,000 | $16.88 | $3.4M | +16,000 | −$1.5M | |
| XYZ, Block | Add +8.7% | 59,800 | $54.98 | $3.3M | +4,800 | −$92K | |
| YMM, Full Truck Alliance | Add +19.2% | 502,000 | $6.55 | $3.3M | +81,000 | −$526K | |
| SE, Sea Limited | Hold | 40,074 | $56.05 | $2.2M | — | — | |
| Altimeter Growth Corporation 2 | Hold | 200,000 | $9.91 | $2M | — | — | |
| GTLB, Gitlab | Reduce −3.0% | 35,500 | $51.21 | $1.8M | −1,100 | −$127K | |
| MELI, MercadoLibre | Reduce −6.8% | 2,050 | $827.80 | $1.7M | −150 | +$296K | |
| SNAP | Hold | 127,771 | $9.82 | $1.3M | — | — | |
| Confluent | Reduce −5.6% | 50,200 | $23.76 | $1.2M | −3,000 | −$43K | |
| Farfetch | Hold | 153,706 | $7.45 | $1.1M | — | — | |
| DDOG, Datadog | Reduce −5.7% | 12,350 | $88.74 | $1.1M | −750 | −$152K | |
| Angi | Hold | 361,820 | $2.95 | $1.1M | — | — | |
| SHOP, Shopify | Hold | 35,500 | $26.93 | $956K | — | — | |
| MDB, MongoDB | Add +9.5% | 4,600 | $198.48 | $913K | +400 | −$177K | |
| RBLX, Roblox | Hold | 20,000 | $35.85 | $717K | — | — | |
| AFRM, Affirm | Hold | 32,725 | $18.76 | $614K | — | — | |
| CRWD, CrowdStrike | Hold | 2,625 | $164.95 | $433K | — | — | |
| ZM, Zoom Video | Hold | 5,250 | $73.52 | $386K | — | — | |
| PDD, PDD Holdings | Hold | 5,000 | $62.60 | $313K | — | — | |
| GLBE, Global E Online | Hold | 11,000 | $26.73 | $294K | — | — | |
| IOT, Samsara | Hold | 23,000 | $12.09 | $278K | — | — | |
| Hashicorp | Hold | 8,500 | $32.24 | $274K | — | — | |
| CPNG, Coupang | Hold | 16,000 | $16.69 | $267K | — | — | |
| Grab | Hold | 100,000 | $2.63 | $263K | — | — | |
| ETSY, ETSY Inc | New | 2,600 | $100.00 | $260K | +2,600 | +$260K | |
| ZS, Zscaler | Hold | 1,500 | $164.67 | $247K | — | — | |
| TTD, Trade Desk | New | 4,000 | $59.75 | $239K | +4,000 | +$239K | |
| TOST, Toast | Hold | 14,000 | $16.71 | $234K | — | — | |
| PYPL, PayPal | New | 2,500 | $86.00 | $215K | +2,500 | +$215K | |
| ABNB, Airbnb | New | 2,000 | $105.00 | $210K | +2,000 | +$210K | |
| AAPL, Apple | Hold | 1,500 | $138.00 | $207K | — | — | |
| HOOD, Robinhood | Hold | 20,000 | $10.10 | $202K | — | — | |
| Hippo | New | 10,000 | $18.50 | $185K | +10,000 | +$185K | |
| FIGS, FIGS Inc | Hold | 20,000 | $8.25 | $165K | — | — |
Exits / last held
Gone since 2022 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BEKE, KE Holdings | Exit | 0 | $17.95 | $664K | −37,000 | −$664K | |
| BABA, Alibaba | Exit | 0 | $113.48 | $261K | −2,300 | −$261K | |
| OKTA, OKTA Inc | Exit | 0 | $90.40 | $226K | −2,500 | −$226K | |
| Hippo | Exit | 0 | $0.8800 | $220K | −250,000 | −$220K |
Filings history
19 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2