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 | 26.07% | Reduce −20.7% | 117,775 | $103.29 | $12M | −30,825 | −$317K |
| UBER - UBER Technologies | 20.31% | Reduce −17.1% | 299,000 | $31.70 | $9M | −61,500 | +$563K |
| DASH - Doordash · CL A | 14.78% | Add +18.3% | 108,500 | $63.56 | $7M | +16,750 | +$2M |
| NU — · CL A | 7.97% | Add +373.7% | 781,679 | $4.76 | $4M | +616,679 | +$3M |
| YMM - Full Truck Alliance | 7.58% | Add +149.6% | 465,000 | $7.61 | $4M | +278,700 | +$2M |
| PDD - Pinduoduo | 5.81% | Add +203.8% | 35,700 | $75.90 | $3M | +23,950 | +$2M |
| CRWD - Crowdstrike · CL A | 4.59% | Add +488.7% | 15,600 | $137.26 | $2M | +12,950 | +$2M |
| CPNG - Coupang · CL A | 4.05% | New | 118,000 | $16.00 | $2M | +118,000 | +$2M |
| Kanzhun | 3.53% | Reduce −39.3% | 86,550 | $19.03 | $2M | −55,950 | −$1M |
| Dlocal · CLASS A | 1.97% | Reduce −43.1% | 56,671 | $16.22 | $919K | −43,000 | −$633K |
| W - Wayfair · CL A | 1.32% | New | 18,000 | $34.34 | $618K | +18,000 | +$618K |
| SE - SEA | 0.87% | New | 4,700 | $86.55 | $407K | +4,700 | +$407K |
| GRAB · CLASS A | 0.65% | Hold | 100,000 | $3.01 | $301K | — | — |
| MELI - Mercadolibre | 0.49% | Reduce −78.1% | 175 | $1,318 | $231K | −625 | −$446K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BRZE - Braze · CL A | 1.78% | Exit | 0 | $27.29 | $689K | −25,250 | −$689K |
| DDOG - Datadog · CL A | 0.87% | Exit | 0 | $73.48 | $338K | −4,600 | −$338K |
| ZS - Zscaler | 0.78% | Exit | 0 | $111.85 | $302K | −2,700 | −$302K |
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