Octahedron Capital Management L.P.
18 holdingsFiling period: 2026-03-31Current AUM: $171.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | NU HLDGS LTD | 1.68M | $24.2M | $24.2M | 14.15% | -42,000 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 65.7K | $18.9M | $23.4M | 13.68% | -- | 2026-03-31 |
| 3 | CVNA | CARVANA CO | 39.1K | $12.3M | $12.2M | 7.13% | -- | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 20.5K | $11.7M | $11.4M | 6.67% | +19.3K | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 23.0K | $7.8M | $9.3M | 5.43% | -9,500 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 43.0K | $7.5M | $8.6M | 5.05% | -50,200 | 2026-03-31 |
| 7 | INTC | INTEL CORP | 168.0K | $7.4M | $15.2M | 8.86% | +80.0K | 2026-03-31 |
| 8 | RBRK | RUBRIK INC. | 111.0K | $5.4M | $8.0M | 4.69% | +55.4K | 2026-03-31 |
| 9 | COHR | COHERENT CORP | 22.7K | $5.4M | $6.0M | 3.49% | -- | 2026-03-31 |
| 10 | IOT | SAMSARA INC | 167.8K | $5.3M | $6.3M | 3.65% | -- | 2026-03-31 |
| 11 | MU | MICRON TECHNOLOGY INC | 15.5K | $5.2M | $12.8M | 7.47% | -- | 2026-03-31 |
| 12 | SNOW | SNOWFLAKE INC | 33.6K | $5.1M | $9.9M | 5.76% | +29.8K | 2026-03-31 |
| 13 | SHOP | SHOPIFY INC | 38.7K | $4.6M | $4.5M | 2.65% | -- | 2026-03-31 |
| 14 | NOW | SERVICENOW INC | 43.5K | $4.5M | $4.8M | 2.83% | -9,900 | 2026-03-31 |
| 15 | MDB | MONGODB INC | 18.3K | $4.5M | $6.2M | 3.61% | -- | 2026-03-31 |
| 16 | LITE | LUMENTUM HLDGS INC | 5.4K | $3.8M | $3.9M | 2.27% | -4,255 | 2026-03-31 |
| 17 | ONTO | ONTO INNOVATION INC | 10.5K | $2.2M | $2.7M | 1.59% | -- | 2026-03-31 |
| 18 | AXTI | AXT INC | 29.0K | $1.7M | $1.8M | 1.02% | -- | 2026-03-31 |
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