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 | 11.73% | Reduce −18.3% | 185,000 | $72.86 | $13M | −41,500 | −$183K |
| GOOGL - Alphabet · CL A | 10.09% | Add +36.7% | 75,000 | $154.64 | $12M | +20,150 | +$1M |
| MDB - Mongodb · CL A | 9.92% | Add +120.3% | 65,000 | $175.40 | $11M | +35,500 | +$5M |
| NU — · CL A | 9.13% | Reduce −12.8% | 1,024,750 | $10.24 | $10M | −150,250 | −$2M |
| CVNA - Carvana · CL A | 7.13% | Add +114.2% | 39,200 | $209.08 | $8M | +20,900 | +$4M |
| GTLB - Gitlab · CLASS A | 6.87% | Add +80.5% | 168,000 | $47.00 | $8M | +74,900 | +$3M |
| NVDA - Nvidia | 6.72% | Add +67.0% | 71,300 | $108.38 | $8M | +28,600 | +$2M |
| ASML — | 6.62% | Add +48.1% | 11,475 | $662.63 | $8M | +3,725 | +$2M |
| TSM - Taiwan Semiconductor Mfg | 6.56% | New | 45,400 | $166.00 | $8M | +45,400 | +$8M |
| AMZN - Amazon | 5.50% | Add +36.6% | 33,200 | $190.26 | $6M | +8,900 | +$985K |
| MNDY - Monday | 3.68% | New | 17,400 | $243.16 | $4M | +17,400 | +$4M |
| YMM - Full Truck Alliance | 2.77% | Reduce −52.5% | 249,000 | $12.77 | $3M | −275,000 | −$2M |
| SNOW - Snowflake · CL A | 2.29% | Reduce −45.8% | 18,000 | $146.16 | $3M | −15,200 | −$2M |
| HOOD - Robinhood Mkts · CL A | 2.28% | Add +375.5% | 63,000 | $41.62 | $3M | +49,750 | +$2M |
| INTC - Intel | 2.27% | Add +43.8% | 115,000 | $22.71 | $3M | +35,000 | +$1M |
| DDOG - Datadog · CL A | 2.24% | New | 26,000 | $99.21 | $3M | +26,000 | +$3M |
| RBRK - Rubrik · CL A | 1.13% | Reduce −39.9% | 21,309 | $60.98 | $1M | −14,151 | −$1M |
| META - Meta Platforms · CL A | 0.88% | Add +105.9% | 1,750 | $576.36 | $1M | +900 | +$511K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CPNG - Coupang · CL A | 7.81% | Exit | 0 | $21.98 | $8M | −374,500 | −$8M |
| W - Wayfair · CL A | 4.19% | Exit | 0 | $44.32 | $4M | −99,500 | −$4M |
| MSFT - Microsoft | 3.04% | Exit | 0 | $421.45 | $3M | −7,600 | −$3M |
| LRCX - Lam Research | 2.73% | Exit | 0 | $72.23 | $3M | −39,750 | −$3M |
| MELI - Mercadolibre | 2.30% | Exit | 0 | $1,700 | $2M | −1,425 | −$2M |
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