Octahedron Capital Management L.P.
Net buyer this quarter
$195M
15
+$6.5M
82.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NU | $24.1M | 12.33% | Not reported | +7.1% | Q4 2022 |
 GOOGL | $23.5M | 12.02% | 0.00% | Not reported | Q4 2021 |
 CVNA | $20.5M | 10.51% | Not reported | +59.6% | Q4 2021 |
 INTC | $18.7M | 9.58% | 0.00% | -20.2% | Q4 2024 |
 MU | $18.1M | 9.28% | 0.00% | +1.1% | Q1 2026 |
 RBRK | $16.3M | 8.34% | Not reported | +82.9% | Q2 2024 |
 TSM | $11M | 5.62% | 0.00% | Not reported | Q1 2024 |
 SNOW | $10.8M | 5.51% | 0.01% | +25.9% | Q2 2024 |
 W | $9.66M | 4.94% | Not reported | Not reported | Q1 2023 |
 MSFT | $9.33M | 4.77% | 0.00% | Not reported | Q2 2022 |
 META | $9.18M | 4.70% | Not reported | -20.5% | Q4 2021 |
 IOT | $8.92M | 4.57% | Not reported | +64.0% | Q2 2022 |
 UBER | $5.63M | 2.88% | 0.00% | Not reported | Q4 2021 |
 ONTO | $5.03M | 2.58% | 0.03% | +26.7% | Q3 2025 |
 DASH | $4.61M | 2.36% | Not reported | Not reported | Q4 2021 |
| Q1 2026 | |||||
| NU | $24.2M | 17.60% | Not reported | -2.4% | Q4 2022 |
| GOOGL | $18.9M | 13.74% | 0.00% | Not reported | Q4 2021 |
| CVNA | $12.3M | 8.94% | Not reported | Not reported | Q4 2021 |
| META | $11.7M | 8.53% | Not reported | +1540.0% | Q4 2021 |
| TSM | $7.77M | 5.65% | 0.00% | -29.2% | Q1 2024 |
 NVDA | $7.5M | 5.45% | 0.00% | -53.9% | Q3 2023 |
| INTC | $7.41M | 5.39% | 0.00% | +90.9% | Q4 2024 |
| RBRK | $5.44M | 3.95% | Not reported | +99.6% | Q2 2024 |
 COHR | $5.41M | 3.93% | 0.01% | Not reported | Q3 2025 |
| IOT | $5.32M | 3.87% | Not reported | Not reported | Q2 2022 |
| MU | $5.25M | 3.82% | 0.00% | New | Q1 2026 |
| SNOW | $5.07M | 3.68% | 0.01% | +784.2% | Q2 2024 |
 SHOP | $4.59M | 3.34% | 0.01% | Not reported | Q4 2021 |
 NOW | $4.55M | 3.31% | 0.00% | -18.5% | Q3 2025 |
 MDB | $4.48M | 3.26% | 0.02% | Not reported | Q1 2022 |
 LITE | $3.83M | 2.78% | 0.01% | -43.9% | Q4 2025 |
| ONTO | $2.15M | 1.57% | 0.02% | Not reported | Q3 2025 |
 AXTI | $1.65M | 1.20% | 0.05% | New | Q1 2026 |
| Q4 2025 | |||||
| NU | $28.9M | 19.66% | Not reported | Not reported | Q4 2022 |
| GOOGL | $20.6M | 13.99% | 0.00% | Not reported | Q4 2021 |
| NVDA | $17.4M | 11.83% | 0.00% | +41.2% | Q3 2023 |
 AMZN | $16.7M | 11.37% | 0.00% | +118.1% | Q4 2021 |
| TSM | $9.88M | 6.72% | 0.00% | Not reported | Q1 2024 |
 CPNG | $8.49M | 5.78% | Not reported | Not reported | Q2 2022 |
 MELI | $8.46M | 5.76% | 0.01% | Not reported | Q4 2021 |
| NOW | $8.18M | 5.57% | 0.01% | +151.3% | Q3 2025 |
| DASH | $7.81M | 5.32% | Not reported | Not reported | Q4 2021 |
 SE | $5.23M | 3.56% | 0.02% | Not reported | Q4 2021 |
| RBRK | $4.25M | 2.89% | Not reported | -14.2% | Q2 2024 |
| LITE | $3.58M | 2.43% | 0.01% | New | Q4 2025 |
| INTC | $3.25M | 2.21% | 0.00% | -36.5% | Q4 2024 |
 MNDY | $2.63M | 1.79% | 0.03% | -71.2% | Q1 2025 |
| SNOW | $834K | 0.57% | 0.00% | +11.4% | Q2 2024 |
| META | $825K | 0.56% | Not reported | Not reported | Q4 2021 |
| Q3 2025 | |||||
| NU | $27.6M | 15.71% | Not reported | +7.3% | Q4 2022 |
| UBER | $16.8M | 9.52% | 0.01% | +55.5% | Q4 2021 |
| GOOGL | $16M | 9.08% | 0.00% | -35.4% | Q4 2021 |
 HOOD | $16M | 9.07% | 0.05% | -0.1% | Q4 2021 |
| NVDA | $12.3M | 7.00% | 0.00% | +37.5% | Q3 2023 |
| MNDY | $12M | 6.81% | 0.12% | +415.8% | Q1 2025 |
 ASML | $10.1M | 5.72% | 0.00% | +30.0% | Q1 2024 |
| TSM | $9.08M | 5.16% | 0.00% | Not reported | Q1 2024 |
| CVNA | $8.15M | 4.63% | Not reported | +89.5% | Q4 2021 |
| AMZN | $7.29M | 4.14% | 0.00% | -33.2% | Q4 2021 |
 YMM | $5.86M | 3.33% | Not reported | -6.2% | Q4 2021 |
| RBRK | $5.33M | 3.03% | Not reported | +764.0% | Q2 2024 |
| MDB | $4.92M | 2.80% | 0.02% | -68.4% | Q1 2022 |
| INTC | $4.65M | 2.64% | 0.00% | +326.2% | Q4 2024 |
 V | $4.28M | 2.44% | 0.00% | New | Q3 2025 |
 CHYM | $4.03M | 2.29% | 0.30% | +100.0% | Q2 2025 |
| NOW | $3.91M | 2.22% | 0.00% | New | Q3 2025 |
| ONTO | $1.94M | 1.10% | 0.03% | New | Q3 2025 |
| COHR | $1.83M | 1.04% | 0.01% | New | Q3 2025 |
| CFLT | $1.62M | 0.92% | 0.07% | -41.9% | Q1 2022 |
 AVGO | $841K | 0.48% | 0.00% | Not reported | Q2 2025 |
| SNOW | $769K | 0.44% | 0.00% | +3.0% | Q2 2024 |
 COIN | $759K | 0.43% | 0.00% | Not reported | Q4 2021 |