Octahedron Capital Management L.P.: summary

Octahedron Capital Management L.P. reported 15 positions with a reported value of $195.35M in its 13F for Q2 2026. Compared with Q1 2026: 4 new positions, 7 exited.

Top positions

• NU HLDGS LTD ORD SHS CL A
• ALPHABET INC
• CARVANA CO CL A
• INTEL CORP COM
• MICRON TECHNOLOGY INC COM
• RUBRIK INC. CL A
• TAIWAN SEMICONDUCTOR MFG CO LTD
• SNOWFLAKE INC COM SHS
• Wayfair Inc
• MICROSOFT CORP COM