Holdings
Octahedron Capital Management L.P.
As of Jun 30, 2026, Octahedron Capital Management L.P. reported 15 positions worth US$195M. Largest: Nu Holdings Ltd., Alphabet Inc (google) Class C and Carvana Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nu Holdings Ltd. | 1.8M | US$24.1M | +119K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 65,700 | US$23.5M | no change | Jun 30, 2026 |
| Carvana Co. | 312K | US$20.5M | +273K | Jun 30, 2026 |
| Intel Corporation | 134K | US$18.7M | −34,000 | Jun 30, 2026 |
| Micron Technology, Inc. | 15,700 | US$18.1M | +170 | Jun 30, 2026 |
| Rubrik, Inc. | 203K | US$16.3M | +92,000 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 23,000 | US$11M | no change | Jun 30, 2026 |
| Snowflake Inc. | 42,300 | US$10.8M | +8,700 | Jun 30, 2026 |
| Wayfair Inc. | 105K | US$9.66M | new | Jun 30, 2026 |
| Microsoft Corp. | 25,000 | US$9.33M | new | Jun 30, 2026 |