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 | 17.60% | Reduce −2.4% | 1,684,000 | $14.37 | $24M | −42,000 | −$5M |
| GOOGL - Alphabet · CL A | 13.74% | Hold | 65,700 | $287.56 | $19M | — | — |
| CVNA - Carvana · CL A | 8.94% | New | 39,100 | $314.38 | $12M | +39,100 | +$12M |
| META - Meta Platforms · CL A | 8.53% | Add +1540.0% | 20,500 | $572.13 | $12M | +19,250 | +$11M |
| TSM - Taiwan Semiconductor Mfg | 5.65% | Reduce −29.2% | 23,000 | $337.95 | $8M | −9,500 | −$2M |
| NVDA - Nvidia | 5.45% | Reduce −53.9% | 43,000 | $174.40 | $7M | −50,200 | −$10M |
| INTC - Intel | 5.39% | Add +90.9% | 168,000 | $44.13 | $7M | +80,000 | +$4M |
| RBRK - Rubrik · CL A | 3.95% | Add +99.6% | 111,000 | $48.97 | $5M | +55,400 | +$1M |
| COHR - Coherent | 3.93% | New | 22,700 | $238.21 | $5M | +22,700 | +$5M |
| IOT - Samsara · CL A | 3.87% | New | 167,779 | $31.69 | $5M | +167,779 | +$5M |
| MU - Micron Technology | 3.82% | New | 15,530 | $337.84 | $5M | +15,530 | +$5M |
| SNOW - Snowflake | 3.68% | Add +784.2% | 33,600 | $150.82 | $5M | +29,800 | +$4M |
| SHOP - Shopify · CL A | 3.34% | New | 38,700 | $118.62 | $5M | +38,700 | +$5M |
| NOW - Servicenow | 3.31% | Reduce −18.5% | 43,500 | $104.55 | $5M | −9,900 | −$4M |
| MDB - Mongodb · CL A | 3.26% | New | 18,300 | $244.77 | $4M | +18,300 | +$4M |
| LITE - Lumentum | 2.78% | Reduce −43.9% | 5,445 | $702.76 | $4M | −4,255 | +$251K |
| ONTO - Onto Innovation | 1.57% | New | 10,500 | $205.07 | $2M | +10,500 | +$2M |
| AXTI - AXT | 1.20% | New | 29,000 | $56.98 | $2M | +29,000 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AMZN - Amazon | 11.37% | Exit | 0 | $230.81 | $17M | −72,400 | −$17M |
| CPNG - Coupang · CL A | 5.78% | Exit | 0 | $23.59 | $8M | −360,000 | −$8M |
| MELI - Mercadolibre | 5.76% | Exit | 0 | $2,014 | $8M | −4,200 | −$8M |
| DASH - Doordash · CL A | 5.32% | Exit | 0 | $226.49 | $8M | −34,500 | −$8M |
| SE - SEA | 3.56% | Exit | 0 | $127.56 | $5M | −41,000 | −$5M |
| MNDY - Monday | 1.79% | Exit | 0 | $147.58 | $3M | −17,800 | −$3M |
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