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Octahedron Capital Management L.P.

Q1 2026 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    18

  • Value ($000)

    $137,523

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001891904
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$24.2M
18 %

1,684,000

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.89M
14 %

65,700

C
CVNA

CARVANA CO

CL A
146869102
$12.29M
9 %

39,100

M
META

META PLATFORMS INC

CL A
30303M102
$11.73M
9 %

20,500

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$7.77M
6 %

23,000

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.5M
6 %

43,000

1
1848782D

INTEL CORP

COM
458140100
$7.41M
5 %

168,000

---

RUBRIK INC.

CL A
781154109
$5.44M
4 %

111,000

C
COHR

COHERENT CORP

COM
19247G107
$5.41M
4 %

22,700

I
IOT

SAMSARA INC

COM CL A
79589L106
$5.32M
4 %

167,779

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