Octahedron Capital Management L.P.: 13F holdings
CIK 18919042026Q2
| Positions | 15 |
|---|
| Reported value | $195.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 15 (-3 vs prior quarter) |
|---|
| Reported value | $195.3m (+42.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NU HLDGS LTD | 1,803,000 | $24.1m | 12.3% |
| GOOGL ALPHABET INC | 65,700 | $23.5m | 12.0% |
| CVNA CARVANA CO | 312,000 | $20.5m | 10.5% |
| INTC INTEL CORP | 134,000 | $18.7m | 9.6% |
| MU MICRON TECHNOLOGY INC | 15,700 | $18.1m | 9.3% |
| RBRK RUBRIK INC. | 203,000 | $16.3m | 8.3% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 23,000 | $11.0m | 5.6% |
| SNOW SNOWFLAKE INC | 42,300 | $10.8m | 5.5% |
| W WAYFAIR INC | 104,500 | $9.7m | 4.9% |
| MSFT MICROSOFT CORP | 25,000 | $9.3m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1891904")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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