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
| NU — · CL A | 11.99% | Add +51.1% | 1,222,500 | $8.33 | $10M | +413,200 | +$4M |
| AMZN - Amazon | 10.98% | Reduce −44.7% | 61,400 | $151.94 | $9M | −49,600 | −$5M |
| UBER - UBER Technologies | 9.42% | Reduce −50.5% | 130,000 | $61.57 | $8M | −132,500 | −$3M |
| CPNG - Coupang · CL A | 7.21% | Add +139.4% | 378,250 | $16.19 | $6M | +220,250 | +$3M |
| XYZ - Block · CL A | 7.17% | New | 78,700 | $77.35 | $6M | +78,700 | +$6M |
| Kanzhun | 6.47% | Add +39.7% | 330,900 | $16.61 | $5M | +94,100 | +$2M |
| META - Meta Platforms · CL A | 6.19% | New | 14,850 | $353.96 | $5M | +14,850 | +$5M |
| GOOGL - Alphabet · CL A | 5.61% | New | 34,100 | $139.69 | $5M | +34,100 | +$5M |
| DASH - Doordash · CL A | 4.92% | Reduce −60.5% | 42,300 | $98.89 | $4M | −64,700 | −$4M |
| Hashicorp · CL A | 4.80% | Add +158.3% | 172,500 | $23.64 | $4M | +105,716 | +$2M |
| Confluent · CLASS A | 4.41% | New | 160,000 | $23.40 | $4M | +160,000 | +$4M |
| YMM - Full Truck Alliance | 4.29% | Reduce −15.9% | 520,300 | $7.01 | $4M | −98,300 | −$200K |
| W - Wayfair · CL A | 3.78% | New | 52,000 | $61.70 | $3M | +52,000 | +$3M |
| NVDA - Nvidia | 0.96% | New | 1,650 | $495.22 | $817K | +1,650 | +$817K |
| CART - Maplebear | 0.41% | New | 15,000 | $23.47 | $352K | +15,000 | +$352K |
| GRAB · CLASS A | 0.40% | Hold | 100,000 | $3.37 | $337K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PDD - Pinduoduo | 6.93% | Exit | 0 | $69.14 | $4M | −58,100 | −$4M |
| CRWD - Crowdstrike · CL A | 1.18% | Exit | 0 | $146.88 | $683K | −4,650 | −$683K |
| Dlocal · CLASS A | 1.15% | Exit | 0 | $12.20 | $667K | −54,671 | −$667K |
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