Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Octahedron Capital Management L.P. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Octahedron Capital Management L.P. 13F Holdings (2026-06-30)
Creator: ko.io

Octahedron Capital Management L.P. (CIK 1891904) reported $195.3M across 15 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NU ($24.1M, 12.33%), GOOGL ($23.5M, 12.02%), CVNA ($20.5M, 10.51%), INTC ($18.7M, 9.58%), MU ($18.1M, 9.28%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	NU	NU HLDGS LTD	$24.1M	12.33%	1.8M	Added
2	GOOGL	ALPHABET INC	$23.5M	12.02%	65,700	Hold
3	CVNA	CARVANA CO	$20.5M	10.51%	312,000	Added
4	INTC	INTEL CORP	$18.7M	9.58%	134,000	Trimmed
5	MU	MICRON TECHNOLOGY INC	$18.1M	9.28%	15,700	Added
6	RBRK	RUBRIK INC.	$16.3M	8.34%	203,000	Added
7	TSM	TAIWAN SEMICONDUCTOR MFG LTD	$11.0M	5.62%	23,000	Hold
8	SNOW	SNOWFLAKE INC	$10.8M	5.51%	42,300	Added
9	W	WAYFAIR INC	$9.7M	4.94%	104,500	New
10	MSFT	MICROSOFT CORP	$9.3M	4.77%	25,000	New
11	META	META PLATFORMS INC	$9.2M	4.70%	16,300	Trimmed
12	IOT	SAMSARA INC	$8.9M	4.57%	275,200	Added
13	UBER	UBER TECHNOLOGIES INC	$5.6M	2.88%	78,000	New
14	ONTO	ONTO INNOVATION INC	$5.0M	2.58%	13,300	Added
15	DASH	DOORDASH INC	$4.6M	2.36%	25,000	New
16	AXTI	AXT INC	$0	0.00%	0	Exited
17	COHR	COHERENT CORP	$0	0.00%	0	Exited
18	LITE	LUMENTUM HLDGS INC	$0	0.00%	0	Exited
19	MDB	MONGODB INC	$0	0.00%	0	Exited
20	NVDA	NVIDIA CORPORATION	$0	0.00%	0	Exited
21	NOW	SERVICENOW INC	$0	0.00%	0	Exited
22	SHOP	SHOPIFY INC	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30