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 | 13.51% | Reduce −17.6% | 890,000 | $13.65 | $12M | −190,000 | −$2M |
| UBER - UBER Technologies | 11.53% | Add +40.1% | 138,000 | $75.16 | $10M | +39,500 | +$3M |
| SNOW - Snowflake · CL A | 11.17% | Add +15.1% | 87,500 | $114.86 | $10M | +11,500 | −$217K |
| AMZN - Amazon | 10.21% | Reduce −3.1% | 49,300 | $186.33 | $9M | −1,600 | −$650K |
| RBRK - Rubrik · CL A | 8.47% | Add +47.1% | 236,910 | $32.15 | $8M | +75,910 | +$3M |
| CPNG - Coupang · CL A | 7.45% | Reduce −27.8% | 273,000 | $24.55 | $7M | −105,000 | −$1M |
| META - Meta Platforms · CL A | 6.71% | Hold | 10,550 | $572.44 | $6M | — | — |
| PDD - Pinduoduo | 5.89% | New | 39,300 | $134.81 | $5M | +39,300 | +$5M |
| DASH - Doordash · CL A | 4.81% | Reduce −41.4% | 30,320 | $142.73 | $4M | −21,380 | −$1M |
| GTLB - Gitlab · CLASS A | 3.82% | Add +67.3% | 66,600 | $51.54 | $3M | +26,800 | +$1M |
| YMM - Full Truck Alliance | 3.21% | Reduce −26.0% | 320,000 | $9.01 | $3M | −112,300 | −$592K |
| LRCX - Lam Research | 2.79% | Add +527.6% | 3,075 | $816.08 | $3M | +2,585 | +$2M |
| ASML — | 2.78% | Reduce −43.9% | 3,000 | $833.25 | $2M | −2,350 | −$3M |
| GOOGL - Alphabet · CL A | 2.69% | Reduce −81.4% | 14,600 | $165.85 | $2M | −63,700 | −$12M |
| BRZE - Braze · CL A | 2.68% | New | 74,500 | $32.34 | $2M | +74,500 | +$2M |
| Kanzhun | 1.18% | New | 61,100 | $17.36 | $1M | +61,100 | +$1M |
| ZS - Zscaler | 1.10% | New | 5,800 | $170.94 | $991K | +5,800 | +$991K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| W - Wayfair · CL A | 5.08% | Exit | 0 | $52.73 | $5M | −96,000 | −$5M |
| MELI - Mercadolibre | 1.90% | Exit | 0 | $1,643 | $2M | −1,150 | −$2M |
| IOT - Samsara · CL A | 0.55% | Exit | 0 | $33.72 | $548K | −16,250 | −$548K |
| MDB - Mongodb · CL A | 0.53% | Exit | 0 | $250.00 | $525K | −2,100 | −$525K |
| TSM - Taiwan Semiconductor Mfg | 0.52% | Exit | 0 | $173.67 | $521K | −3,000 | −$521K |
| NVDA - Nvidia | 0.43% | Exit | 0 | $123.43 | $432K | −3,500 | −$432K |
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