Octahedron Capital Management L.P.
Octahedron Capital Management L.P. reported 15 holdings worth US$195M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Octahedron Capital Management L.P. reported 15 holdings worth US$195M as of Jun 30, 2026. Largest: Nu Holdings Ltd., Alphabet Inc (google) Class C and Carvana Co. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$195M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nu Holdings Ltd. | 1.8M | US$24.1M | 12.3% |
| Alphabet Inc (google) Class C | 65,700 | US$23.5M | 12.0% |
| Carvana Co. | 312K | US$20.5M | 10.5% |
| Intel Corporation | 134K | US$18.7M | 9.6% |
| Micron Technology, Inc. | 15,700 | US$18.1M | 9.3% |
| Rubrik, Inc. | 203K | US$16.3M | 8.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 23,000 | US$11M | 5.6% |
| Snowflake Inc. | 42,300 | US$10.8M | 5.5% |
| Wayfair Inc. | 105K | US$9.66M | 4.9% |
| Microsoft Corp. | 25,000 | US$9.33M | 4.8% |
| Meta Platforms, Inc. | 16,300 | US$9.18M | 4.7% |
| Samsara Inc. | 275K | US$8.92M | 4.6% |
| Uber Technologies, Inc. | 78,000 | US$5.63M | 2.9% |
| Onto Innovation Inc. | 13,300 | US$5.03M | 2.6% |
| Doordash, Inc. | 25,000 | US$4.61M | 2.4% |
| Shopify Inc. | 0 | US$0 | 0.00% |
| Axt Inc | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Mongodb, Inc. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |