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 | 19.66% | Hold | 1,726,000 | $16.74 | $29M | — | — |
| GOOGL - Alphabet · CL A | 13.99% | Hold | 65,700 | $313.00 | $21M | — | — |
| NVDA - Nvidia | 11.83% | Add +41.2% | 93,200 | $186.50 | $17M | +27,200 | +$5M |
| AMZN - Amazon | 11.37% | Add +118.1% | 72,400 | $230.82 | $17M | +39,200 | +$9M |
| TSM - Taiwan Semiconductor Mfg | 6.72% | Hold | 32,500 | $303.89 | $10M | — | — |
| CPNG - Coupang · CL A | 5.78% | New | 360,000 | $23.59 | $8M | +360,000 | +$8M |
| MELI - Mercadolibre | 5.76% | New | 4,200 | $2,014 | $8M | +4,200 | +$8M |
| NOW - Servicenow | 5.57% | Add +1156.5% | 53,400 | $153.19 | $8M | +49,150 | +$4M |
| DASH - Doordash · CL A | 5.32% | New | 34,500 | $226.48 | $8M | +34,500 | +$8M |
| SE - SEA | 3.56% | New | 41,000 | $127.57 | $5M | +41,000 | +$5M |
| RBRK - Rubrik · CL A | 2.89% | Reduce −14.2% | 55,600 | $76.48 | $4M | −9,200 | −$1M |
| LITE - Lumentum | 2.43% | New | 9,700 | $368.59 | $4M | +9,700 | +$4M |
| INTC - Intel | 2.21% | Reduce −36.5% | 88,000 | $36.90 | $3M | −50,500 | −$1M |
| MNDY - Monday | 1.79% | Reduce −71.2% | 17,800 | $147.56 | $3M | −44,100 | −$9M |
| SNOW - Snowflake | 0.57% | Add +11.4% | 3,800 | $219.36 | $834K | +390 | +$64K |
| META - Meta Platforms · CL A | 0.56% | New | 1,250 | $660.09 | $825K | +1,250 | +$825K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UBER - UBER Technologies | 9.52% | Exit | 0 | $97.97 | $17M | −171,000 | −$17M |
| HOOD - Robinhood Mkts · CL A | 9.07% | Exit | 0 | $143.18 | $16M | −111,400 | −$16M |
| ASML — | 5.72% | Exit | 0 | $968.08 | $10M | −10,400 | −$10M |
| CVNA - Carvana · CL A | 4.63% | Exit | 0 | $377.22 | $8M | −21,600 | −$8M |
| YMM - Full Truck Alliance | 3.33% | Exit | 0 | $12.97 | $6M | −452,000 | −$6M |
| MDB - Mongodb · CL A | 2.80% | Exit | 0 | $310.41 | $5M | −15,850 | −$5M |
| V - VISA · CL A | 2.44% | Exit | 0 | $341.35 | $4M | −12,550 | −$4M |
| CHYM - Chime Finl · CL A | 2.29% | Exit | 0 | $20.17 | $4M | −200,000 | −$4M |
| ONTO - Onto Innovation | 1.10% | Exit | 0 | $129.20 | $2M | −15,000 | −$2M |
| COHR - Coherent | 1.04% | Exit | 0 | $107.71 | $2M | −17,000 | −$2M |
| Confluent · CLASS A | 0.92% | Exit | 0 | $19.80 | $2M | −81,700 | −$2M |
| AVGO - Broadcom | 0.48% | Exit | 0 | $329.80 | $841K | −2,550 | −$841K |
| COIN - Coinbase Global · CL A | 0.43% | Exit | 0 | $337.33 | $759K | −2,250 | −$759K |
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