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 | 16.66% | Add +56.9% | 1,608,000 | $13.72 | $22M | +583,250 | +$12M |
| GOOGL - Alphabet · CL A | 13.53% | Add +35.6% | 101,700 | $176.23 | $18M | +26,700 | +$6M |
| AMZN - Amazon | 8.23% | Add +49.7% | 49,700 | $219.39 | $11M | +16,500 | +$5M |
| MDB - Mongodb · CL A | 7.95% | Reduce −22.8% | 50,150 | $209.99 | $11M | −14,850 | −$870K |
| HOOD - Robinhood Mkts · CL A | 7.88% | Add +77.0% | 111,500 | $93.63 | $10M | +48,500 | +$8M |
| UBER - UBER Technologies | 7.75% | Reduce −40.5% | 110,000 | $93.30 | $10M | −75,000 | −$3M |
| NVDA - Nvidia | 5.73% | Reduce −32.7% | 48,000 | $157.99 | $8M | −23,300 | −$144K |
| TSM - Taiwan Semiconductor Mfg | 5.56% | Reduce −28.4% | 32,500 | $226.49 | $7M | −12,900 | −$175K |
| ASML — | 4.84% | Reduce −30.3% | 8,000 | $801.39 | $6M | −3,475 | −$1M |
| YMM - Full Truck Alliance | 4.30% | Add +93.6% | 482,041 | $11.81 | $6M | +233,041 | +$3M |
| CVNA - Carvana · CL A | 2.90% | Reduce −70.9% | 11,400 | $336.96 | $4M | −27,800 | −$4M |
| MNDY - Monday | 2.85% | Reduce −31.0% | 12,000 | $314.48 | $4M | −5,400 | −$457K |
| GTLB - Gitlab · CLASS A | 2.79% | Reduce −51.2% | 81,900 | $45.11 | $4M | −86,100 | −$4M |
| Confluent · CLASS A | 2.64% | New | 140,500 | $24.93 | $4M | +140,500 | +$4M |
| CHYM - Chime Finl · CL A | 2.61% | New | 100,000 | $34.51 | $3M | +100,000 | +$3M |
| LRCX - Lam Research | 0.59% | New | 8,000 | $97.34 | $779K | +8,000 | +$779K |
| SNOW - Snowflake · CL A | 0.56% | Reduce −81.6% | 3,310 | $223.77 | $741K | −14,690 | −$2M |
| INTC - Intel | 0.55% | Reduce −71.7% | 32,500 | $22.40 | $728K | −82,500 | −$2M |
| SHOP - Shopify · CL A | 0.55% | New | 6,300 | $115.35 | $727K | +6,300 | +$727K |
| AVGO - Broadcom | 0.53% | New | 2,550 | $275.65 | $703K | +2,550 | +$703K |
| IOT - Samsara · CL A | 0.51% | New | 17,000 | $39.78 | $676K | +17,000 | +$676K |
| RBRK - Rubrik · CL A | 0.51% | Reduce −64.8% | 7,500 | $89.59 | $672K | −13,809 | −$627K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DDOG - Datadog · CL A | 2.24% | Exit | 0 | $99.19 | $3M | −26,000 | −$3M |
| META - Meta Platforms · CL A | 0.88% | Exit | 0 | $576.57 | $1M | −1,750 | −$1M |
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