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
| UBER - UBER Technologies | 12.97% | Add +64.1% | 226,500 | $60.32 | $14M | +88,500 | +$3M |
| NU — · CL A | 11.56% | Add +32.0% | 1,175,000 | $10.36 | $12M | +285,000 | +$25K |
| GOOGL - Alphabet · CL A | 9.86% | Add +275.7% | 54,850 | $189.30 | $10M | +40,250 | +$8M |
| CPNG - Coupang · CL A | 7.81% | Add +37.2% | 374,500 | $21.98 | $8M | +101,500 | +$2M |
| MDB - Mongodb · CL A | 6.52% | New | 29,500 | $232.81 | $7M | +29,500 | +$7M |
| NVDA - Nvidia | 5.44% | New | 42,700 | $134.29 | $6M | +42,700 | +$6M |
| YMM - Full Truck Alliance | 5.38% | Add +63.7% | 524,000 | $10.82 | $6M | +204,000 | +$3M |
| ASML — | 5.10% | Add +158.3% | 7,750 | $693.08 | $5M | +4,750 | +$3M |
| AMZN - Amazon | 5.06% | Reduce −50.7% | 24,300 | $219.39 | $5M | −25,000 | −$4M |
| GTLB - Gitlab · CLASS A | 4.98% | Add +39.8% | 93,100 | $56.35 | $5M | +26,500 | +$2M |
| SNOW - Snowflake · CL A | 4.87% | Reduce −62.1% | 33,200 | $154.41 | $5M | −54,300 | −$5M |
| W - Wayfair · CL A | 4.19% | New | 99,500 | $44.32 | $4M | +99,500 | +$4M |
| CVNA - Carvana · CL A | 3.53% | New | 18,300 | $203.36 | $4M | +18,300 | +$4M |
| MSFT - Microsoft | 3.04% | New | 7,600 | $421.50 | $3M | +7,600 | +$3M |
| LRCX - Lam Research | 2.73% | New | 39,750 | $72.23 | $3M | +39,750 | +$3M |
| MELI - Mercadolibre | 2.30% | New | 1,425 | $1,700 | $2M | +1,425 | +$2M |
| RBRK - Rubrik · CL A | 2.20% | Reduce −85.0% | 35,460 | $65.36 | $2M | −201,450 | −$5M |
| INTC - Intel | 1.52% | New | 80,000 | $20.05 | $2M | +80,000 | +$2M |
| META - Meta Platforms · CL A | 0.47% | Reduce −91.9% | 850 | $585.51 | $498K | −9,700 | −$6M |
| HOOD - Robinhood Mkts · CL A | 0.47% | New | 13,250 | $37.26 | $494K | +13,250 | +$494K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PDD - Pinduoduo | 5.89% | Exit | 0 | $134.81 | $5M | −39,300 | −$5M |
| DASH - Doordash · CL A | 4.81% | Exit | 0 | $142.74 | $4M | −30,320 | −$4M |
| LRCX - Lam Research | 2.79% | Exit | 0 | $815.93 | $3M | −3,075 | −$3M |
| BRZE - Braze · CL A | 2.68% | Exit | 0 | $32.34 | $2M | −74,500 | −$2M |
| Kanzhun | 1.18% | Exit | 0 | $17.36 | $1M | −61,100 | −$1M |
| ZS - Zscaler | 1.10% | Exit | 0 | $170.86 | $991K | −5,800 | −$991K |
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