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 | 15.71% | Add +7.3% | 1,726,000 | $16.01 | $28M | +118,000 | +$6M |
| UBER - UBER Technologies | 9.52% | Add +55.5% | 171,000 | $97.97 | $17M | +61,000 | +$6M |
| GOOGL - Alphabet · CL A | 9.08% | Reduce −35.4% | 65,700 | $243.10 | $16M | −36,000 | −$2M |
| HOOD - Robinhood Mkts · CL A | 9.07% | Reduce −0.1% | 111,400 | $143.18 | $16M | −100 | +$6M |
| NVDA - Nvidia | 7.00% | Add +37.5% | 66,000 | $186.58 | $12M | +18,000 | +$5M |
| MNDY - Monday | 6.81% | Add +415.8% | 61,900 | $193.69 | $12M | +49,900 | +$8M |
| ASML — | 5.72% | Add +30.0% | 10,400 | $968.09 | $10M | +2,400 | +$4M |
| TSM - Taiwan Semiconductor Mfg | 5.16% | Hold | 32,500 | $279.29 | $9M | — | — |
| CVNA - Carvana · CL A | 4.63% | Add +89.5% | 21,600 | $377.24 | $8M | +10,200 | +$4M |
| AMZN - Amazon | 4.14% | Reduce −33.2% | 33,200 | $219.57 | $7M | −16,500 | −$4M |
| YMM - Full Truck Alliance | 3.33% | Reduce −6.2% | 452,000 | $12.97 | $6M | −30,041 | +$170K |
| RBRK - Rubrik · CL A | 3.03% | Add +764.0% | 64,800 | $82.25 | $5M | +57,300 | +$5M |
| MDB - Mongodb · CL A | 2.80% | Reduce −68.4% | 15,850 | $310.38 | $5M | −34,300 | −$6M |
| INTC - Intel | 2.64% | Add +326.2% | 138,500 | $33.55 | $5M | +106,000 | +$4M |
| V - VISA · CL A | 2.44% | New | 12,550 | $341.38 | $4M | +12,550 | +$4M |
| CHYM - Chime Finl · CL A | 2.29% | Add +100.0% | 200,000 | $20.17 | $4M | +100,000 | +$583K |
| NOW - Servicenow | 2.22% | New | 4,250 | $920.28 | $4M | +4,250 | +$4M |
| ONTO - Onto Innovation | 1.10% | New | 15,000 | $129.22 | $2M | +15,000 | +$2M |
| COHR - Coherent | 1.04% | New | 17,000 | $107.72 | $2M | +17,000 | +$2M |
| Confluent · CLASS A | 0.92% | Reduce −41.9% | 81,700 | $19.80 | $2M | −58,800 | −$2M |
| AVGO - Broadcom | 0.48% | Hold | 2,550 | $329.91 | $841K | — | — |
| SNOW - Snowflake | 0.44% | Add +3.0% | 3,410 | $225.55 | $769K | +100 | +$28K |
| COIN - Coinbase Global · CL A | 0.43% | New | 2,250 | $337.49 | $759K | +2,250 | +$759K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GTLB - Gitlab · CLASS A | 2.79% | Exit | 0 | $45.12 | $4M | −81,900 | −$4M |
| LRCX - Lam Research | 0.59% | Exit | 0 | $97.38 | $779K | −8,000 | −$779K |
| SHOP - Shopify · CL A | 0.55% | Exit | 0 | $115.40 | $727K | −6,300 | −$727K |
| IOT - Samsara · CL A | 0.51% | Exit | 0 | $39.76 | $676K | −17,000 | −$676K |
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