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 | 24.96% | Reduce −5.8% | 111,000 | $130.36 | $14M | −6,775 | +$2M |
| UBER - UBER Technologies | 19.54% | Reduce −12.2% | 262,500 | $43.17 | $11M | −36,500 | +$2M |
| DASH - Doordash · CL A | 14.10% | Reduce −1.4% | 107,000 | $76.42 | $8M | −1,500 | +$1M |
| NU — · CL A | 11.01% | Add +3.5% | 809,300 | $7.89 | $6M | +27,621 | +$3M |
| PDD - Pinduoduo | 6.93% | Add +62.7% | 58,100 | $69.14 | $4M | +22,400 | +$1M |
| YMM - Full Truck Alliance | 6.64% | Add +33.0% | 618,600 | $6.22 | $4M | +153,600 | +$309K |
| Kanzhun | 6.15% | Add +173.6% | 236,800 | $15.05 | $4M | +150,250 | +$2M |
| CPNG - Coupang · CL A | 4.74% | Add +33.9% | 158,000 | $17.40 | $3M | +40,000 | +$861K |
| Hashicorp · CL A | 3.02% | New | 66,784 | $26.18 | $2M | +66,784 | +$2M |
| CRWD - Crowdstrike · CL A | 1.18% | Reduce −70.2% | 4,650 | $146.87 | $683K | −10,950 | −$1M |
| Dlocal · CLASS A | 1.15% | Reduce −3.5% | 54,671 | $12.21 | $667K | −2,000 | −$252K |
| GRAB · CLASS A | 0.59% | Hold | 100,000 | $3.43 | $343K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| W - Wayfair · CL A | 1.32% | Exit | 0 | $34.33 | $618K | −18,000 | −$618K |
| SE - SEA | 0.87% | Exit | 0 | $86.60 | $407K | −4,700 | −$407K |
| MELI - Mercadolibre | 0.49% | Exit | 0 | $1,320 | $231K | −175 | −$231K |
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