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
| AMZN - Amazon | 32.25% | Reduce −16.8% | 148,600 | $84.00 | $12M | −29,960 | −$8M |
| UBER - UBER Technologies | 23.03% | Reduce −26.4% | 360,500 | $24.73 | $9M | −129,500 | −$4M |
| DASH - Doordash · CL A | 11.57% | Reduce −22.5% | 91,750 | $48.82 | $4M | −26,650 | −$1M |
| Kanzhun | 7.50% | Reduce −29.1% | 142,500 | $20.37 | $3M | −58,500 | −$490K |
| Dlocal · CLASS A | 4.01% | Reduce −62.1% | 99,671 | $15.57 | $2M | −163,329 | −$4M |
| YMM - Full Truck Alliance | 3.85% | Reduce −62.9% | 186,300 | $8.00 | $1M | −315,700 | −$2M |
| PDD - Pinduoduo | 2.48% | Add +135.0% | 11,750 | $81.55 | $958K | +6,750 | +$645K |
| BRZE - Braze · CL A | 1.78% | Reduce −80.6% | 25,250 | $27.28 | $689K | −104,643 | −$4M |
| MELI - Mercadolibre | 1.75% | Reduce −61.0% | 800 | $846.24 | $677K | −1,250 | −$1M |
| NU — · CL A | 1.74% | New | 165,000 | $4.07 | $672K | +165,000 | +$672K |
| DDOG - Datadog · CL A | 0.87% | Reduce −62.8% | 4,600 | $73.50 | $338K | −7,750 | −$758K |
| GRAB · CLASS A | 0.83% | Hold | 100,000 | $3.22 | $322K | — | — |
| ZS - Zscaler | 0.78% | Add +80.0% | 2,700 | $111.90 | $302K | +1,200 | +$55K |
| CRWD - Crowdstrike · CL A | 0.72% | Add +1.0% | 2,650 | $105.29 | $279K | +25 | −$154K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOGL - Alphabet · CL A | 18.13% | Exit | 0 | $95.65 | $22M | −231,825 | −$22M |
| NFLX - Netflix | 5.97% | Exit | 0 | $235.45 | $7M | −31,000 | −$7M |
| TWLO - Twilio · CL A | 3.79% | Exit | 0 | $69.13 | $5M | −67,000 | −$5M |
| U - Unity Software | 3.26% | Exit | 0 | $31.86 | $4M | −125,000 | −$4M |
| MSFT - Microsoft | 3.20% | Exit | 0 | $232.92 | $4M | −16,800 | −$4M |
| XYZ - Block · CL A | 2.69% | Exit | 0 | $54.98 | $3M | −59,800 | −$3M |
| SE - SEA | 1.84% | Exit | 0 | $56.05 | $2M | −40,074 | −$2M |
| Altimeter Growth 2 · CL A | 1.62% | Exit | 0 | $9.91 | $2M | −200,000 | −$2M |
| GTLB - Gitlab · CLASS A | 1.49% | Exit | 0 | $51.21 | $2M | −35,500 | −$2M |
| SNAP — · CL A | 1.03% | Exit | 0 | $9.82 | $1M | −127,771 | −$1M |
| Confluent · CLASS A | 0.98% | Exit | 0 | $23.76 | $1M | −50,200 | −$1M |
| Farfetch · CL A | 0.94% | Exit | 0 | $7.45 | $1M | −153,706 | −$1M |
| ANGI · CL A | 0.87% | Exit | 0 | $2.95 | $1M | −361,820 | −$1M |
| SHOP - Shopify · CL A | 0.78% | Exit | 0 | $26.93 | $956K | −35,500 | −$956K |
| MDB - Mongodb · CL A | 0.75% | Exit | 0 | $198.48 | $913K | −4,600 | −$913K |
| RBLX - Roblox · CL A | 0.59% | Exit | 0 | $35.85 | $717K | −20,000 | −$717K |
| AFRM - Affirm · CL A | 0.50% | Exit | 0 | $18.76 | $614K | −32,725 | −$614K |
| ZM - Zoom Video · CL A | 0.32% | Exit | 0 | $73.52 | $386K | −5,250 | −$386K |
| GLBE - Global E Online | 0.24% | Exit | 0 | $26.73 | $294K | −11,000 | −$294K |
| IOT - Samsara · CL A | 0.23% | Exit | 0 | $12.09 | $278K | −23,000 | −$278K |
| Hashicorp · CL A | 0.22% | Exit | 0 | $32.24 | $274K | −8,500 | −$274K |
| CPNG - Coupang · CL A | 0.22% | Exit | 0 | $16.69 | $267K | −16,000 | −$267K |
| ETSY - ETSY Inc | 0.21% | Exit | 0 | $100.00 | $260K | −2,600 | −$260K |
| TTD - The Trade Desk · CL A | 0.20% | Exit | 0 | $59.75 | $239K | −4,000 | −$239K |
| TOST - Toast · CL A | 0.19% | Exit | 0 | $16.71 | $234K | −14,000 | −$234K |
| PYPL - Paypal | 0.18% | Exit | 0 | $86.00 | $215K | −2,500 | −$215K |
| ABNB - Airbnb · CL A | 0.17% | Exit | 0 | $105.00 | $210K | −2,000 | −$210K |
| AAPL - Apple | 0.17% | Exit | 0 | $138.00 | $207K | −1,500 | −$207K |
| HOOD - Robinhood Mkts · CL A | 0.17% | Exit | 0 | $10.10 | $202K | −20,000 | −$202K |
| Hippo | 0.15% | Exit | 0 | $18.50 | $185K | −10,000 | −$185K |
| FIGS - FIGS Inc · CL A | 0.13% | Exit | 0 | $8.25 | $165K | −20,000 | −$165K |
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