Institutions / Octahedron Capital Management L.P.
Octahedron Capital Management L.P.
CIK 1891904 · Institution · as of Dec 31, 2025
Portfolio value
$146.96M
Positions
16
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Nu Hldgs Ltd | $28.89M | 19.7% |
| Alphabet Inc. | $20.56M | 14.0% |
| NVIDIA Corp | $17.38M | 11.8% |
| Amazon.com Inc | $16.71M | 11.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $9.88M | 6.7% |
| Coupang, Inc. | $8.49M | 5.8% |
| MercadoLibre, Inc. | $8.46M | 5.8% |
| ServiceNow Inc | $8.18M | 5.6% |
| DoorDash, Inc. | $7.81M | 5.3% |
| Sea Ltd | $5.23M | 3.6% |
| Rubrik, Inc. | $4.25M | 2.9% |
| Lumentum Hldgs Inc | $3.58M | 2.4% |
| Intel Corp | $3.25M | 2.2% |
| Monday.Com Ltd | $2.63M | 1.8% |
| Snowflake Inc. | $833.6K | 0.6% |
| Meta Platforms Inc | $825.1K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.