account_balance
Investment manager · 13F filer · SEC CIK 1891904
Octahedron Capital Management L.P.
Reported value$195Mas of Jun 30, 2026
Positions15 4 new, 7 sold out
Top 10 weight82.9%NU alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NUNu Holdings Ltd.
12.3%Added +7%
GOOGLAlphabet Inc.
12.0%
CVNACarvana Co.
10.5%Added +60%
INTCIntel Corp
9.6%Trimmed −20%
MUMicron Technology Inc
9.3%
RBRKRubrik, Inc.
8.3%Added +83%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.6%
SNOWSnowflake Inc.
5.5%Added +26%
WWayfair Inc.
4.9%New
MSFTMicrosoft Corp
4.8%New
METAMeta Platforms, Inc.
4.7%Trimmed −20%
IOTSamsara Inc.
4.6%Added +64%
NUNu Holdings Ltd.
12.3%Added +7%
GOOGLAlphabet Inc.
12.0%
CVNACarvana Co.
10.5%Added +60%
INTCIntel Corp
9.6%Trimmed −20%
MUMicron Technology Inc
9.3%
RBRKRubrik, Inc.
8.3%+83%
TSM5.6%SNOWSnowflake Inc.
5.5%
WWayfair Inc.
4.9%
MSFTMETAIOT4.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NU Nu Holdings Ltd. 12.3% Added +7%GOOGL Alphabet Inc. 12.0% HeldCVNA Carvana Co. 10.5% Added +60%INTC Intel Corp 9.6% Trimmed −20%MU Micron Technology Inc 9.3% HeldRBRK Rubrik, Inc. 8.3% Added +83%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.6% HeldSNOW Snowflake Inc. 5.5% Added +26%W Wayfair Inc. 4.9% NewMSFT Microsoft Corp 4.8% NewMETA Meta Platforms, Inc. 4.7% Trimmed −20%IOT Samsara Inc. 4.6% Added +64%
What changed
Biggest moves since Mar 31, 2026
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