Octahedron Capital Management L.P.
15 holdingsFiling period: 2026-06-30Current AUM: $198.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | NU HLDGS LTD | 1.80M | $24.1M | $24.1M | 12.12% | +119.0K | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 65.7K | $23.5M | $22.7M | 11.40% | -- | 2026-06-30 |
| 3 | CVNA | CARVANA CO | 312.0K | $20.5M | $20.9M | 10.50% | +272.9K | 2026-06-30 |
| 4 | INTC | INTEL CORP | 134.0K | $18.7M | $13.0M | 6.55% | -34,000 | 2026-06-30 |
| 5 | MU | MICRON TECHNOLOGY INC | 15.7K | $18.1M | $14.6M | 7.32% | +170 | 2026-06-30 |
| 6 | RBRK | RUBRIK INC. | 203.0K | $16.3M | $21.0M | 10.57% | +92.0K | 2026-06-30 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 23.0K | $11.0M | $9.5M | 4.79% | -- | 2026-06-30 |
| 8 | SNOW | SNOWFLAKE INC | 42.3K | $10.8M | $13.7M | 6.87% | +8.7K | 2026-06-30 |
| 9 | W | WAYFAIR INC | 104.5K | $9.7M | $10.8M | 5.45% | -- | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 25.0K | $9.3M | $12.4M | 6.25% | -- | 2026-06-30 |
| 11 | META | META PLATFORMS INC | 16.3K | $9.2M | $10.9M | 5.49% | -4,200 | 2026-06-30 |
| 12 | IOT | SAMSARA INC | 275.2K | $8.9M | $11.5M | 5.76% | +107.4K | 2026-06-30 |
| 13 | UBER | UBER TECHNOLOGIES INC | 78.0K | $5.6M | $5.6M | 2.80% | -- | 2026-06-30 |
| 14 | ONTO | ONTO INNOVATION INC | 13.3K | $5.0M | $3.2M | 1.63% | +2.8K | 2026-06-30 |
| 15 | DASH | DOORDASH INC | 25.0K | $4.6M | $5.0M | 2.49% | -- | 2026-06-30 |
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