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
| GOOGL - Alphabet · CL A | 14.31% | Add +129.6% | 78,300 | $182.15 | $14M | +44,200 | +$9M |
| NU — · CL A | 13.97% | Reduce −11.7% | 1,080,000 | $12.89 | $14M | −142,500 | +$4M |
| SNOW - Snowflake · CL A | 10.30% | New | 76,000 | $135.09 | $10M | +76,000 | +$10M |
| AMZN - Amazon | 9.87% | Reduce −17.1% | 50,900 | $193.25 | $10M | −10,500 | +$507K |
| CPNG - Coupang · CL A | 7.95% | Reduce −0.1% | 378,000 | $20.95 | $8M | −250 | +$2M |
| UBER - UBER Technologies | 7.18% | Reduce −24.2% | 98,500 | $72.68 | $7M | −31,500 | −$845K |
| DASH - Doordash · CL A | 5.64% | Add +22.2% | 51,700 | $108.78 | $6M | +9,400 | +$1M |
| ASML — | 5.49% | New | 5,350 | $1,023 | $5M | +5,350 | +$5M |
| META - Meta Platforms · CL A | 5.34% | Reduce −29.0% | 10,550 | $504.22 | $5M | −4,300 | +$63K |
| W - Wayfair · CL A | 5.08% | Add +84.6% | 96,000 | $52.73 | $5M | +44,000 | +$2M |
| RBRK - Rubrik · CL A | 4.95% | New | 161,000 | $30.66 | $5M | +161,000 | +$5M |
| YMM - Full Truck Alliance | 3.49% | Reduce −16.9% | 432,300 | $8.04 | $3M | −88,000 | −$172K |
| GTLB - Gitlab · CLASS A | 1.99% | New | 39,800 | $49.72 | $2M | +39,800 | +$2M |
| MELI - Mercadolibre | 1.90% | New | 1,150 | $1,643 | $2M | +1,150 | +$2M |
| IOT - Samsara · CL A | 0.55% | New | 16,250 | $33.70 | $548K | +16,250 | +$548K |
| MDB - Mongodb · CL A | 0.53% | New | 2,100 | $249.96 | $525K | +2,100 | +$525K |
| LRCX - Lam Research | 0.52% | New | 490 | $1,065 | $522K | +490 | +$522K |
| TSM - Taiwan Semiconductor Mfg | 0.52% | New | 3,000 | $173.81 | $521K | +3,000 | +$521K |
| NVDA - Nvidia | 0.43% | Add +112.1% | 3,500 | $123.54 | $432K | +1,850 | −$385K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| XYZ - Block · CL A | 7.17% | Exit | 0 | $77.34 | $6M | −78,700 | −$6M |
| Kanzhun | 6.47% | Exit | 0 | $16.61 | $5M | −330,900 | −$5M |
| Hashicorp · CL A | 4.80% | Exit | 0 | $23.64 | $4M | −172,500 | −$4M |
| Confluent · CLASS A | 4.41% | Exit | 0 | $23.40 | $4M | −160,000 | −$4M |
| CART - Maplebear | 0.41% | Exit | 0 | $23.47 | $352K | −15,000 | −$352K |
| GRAB · CLASS A | 0.40% | Exit | 0 | $3.37 | $337K | −100,000 | −$337K |
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