Octahedron Capital Management, LP
Octahedron Capital Management, LP, managed by Ram Parameswaran, reported 15 positions worth $195.35M in its 2026 Q2 13F filing: 4 new and 7 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +89.1% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +28.6% | +11.4% |
| 2025 Q3 | +18.4% | +7.6% |
| 2025 Q4 | +2.1% | +3.1% |
| 2026 Q1 | -11.4% | -5.8% |
| 2026 Q2 | +37.3% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| NU | NU HLDGS LTD | $24.09M | 12.30% | +7.1% |
| GOOGL | ALPHABET INC | $23.48M | 12.00% | NO CHANGE |
| CVNA | CARVANA CO | $20.54M | 10.50% | +59.6% |
| INTC | INTEL CORP | $18.71M | 9.60% | -20.2% |
| MU | MICRON TECHNOLOGY INC | $18.12M | 9.30% | +1.1% |
| RBRK | RUBRIK INC. | $16.30M | 8.30% | +82.9% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $10.98M | 5.60% | NO CHANGE |
| SNOW | SNOWFLAKE INC | $10.77M | 5.50% | +25.9% |
| W | WAYFAIR INC | $9.66M | 4.90% | NEW |
| MSFT | MICROSOFT CORP | $9.33M | 4.80% | NEW |
| META | META PLATFORMS INC | $9.18M | 4.70% | -20.5% |
| IOT | SAMSARA INC | $8.92M | 4.60% | +64% |
| UBER | UBER TECHNOLOGIES INC | $5.63M | 2.90% | NEW |
| ONTO | ONTO INNOVATION INC | $5.03M | 2.60% | +26.7% |
| DASH | DOORDASH INC | $4.61M | 2.40% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.