Octahedron Capital Management L.P. Top Holdings and 13F Report (2025) About Octahedron Capital Management L.P.Investment ActivityOctahedron Capital Management L.P. has $132.46 million in total holdings as of June 30, 2025.Octahedron Capital Management L.P. owns shares of 22 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 25.26% of the portfolio was purchased this quarter.About 35.39% of the portfolio was sold this quarter.This quarter, Octahedron Capital Management L.P. has purchased 18 new stocks and bought additional shares in 5 stocks.Octahedron Capital Management L.P. sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings NU $22,061,760Alphabet $17,922,591Amazon.com $10,903,683MongoDB $10,530,999Robinhood Markets $10,439,745 Largest New Holdings this Quarter 20717M103 - Confluent $3,502,665 Holding16935C109 - CHIME FINL INC $3,451,000 Holding512807306 - LAM RESEARCH CORP $778,720 Holding82509L107 - Shopify $726,705 Holding11135F101 - Broadcom $702,908 Holding Largest Purchases this Quarter NU 583,250 shares (about $8.00M)Alphabet 26,700 shares (about $4.71M)Robinhood Markets 48,500 shares (about $4.54M)Amazon.com 16,500 shares (about $3.62M)Confluent 140,500 shares (about $3.50M) Largest Sales this Quarter Carvana 27,800 shares (about $9.37M)Uber Technologies 75,000 shares (about $7.00M)Intel 192,500 shares (about $4.31M)GitLab 86,100 shares (about $3.88M)NVIDIA 23,300 shares (about $3.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOctahedron Capital Management L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNUNU$22,061,760$8,002,190 ▲56.9%1,608,00016.7%FinanceGOOGLAlphabet$17,922,591$4,705,341 ▲35.6%101,70013.5%Computer and TechnologyAMZNAmazon.com$10,903,683$3,619,935 ▲49.7%49,7008.2%Retail/WholesaleMDBMongoDB$10,530,999$3,118,352 ▼-22.8%50,1508.0%Computer and TechnologyHOODRobinhood Markets$10,439,745$4,541,055 ▲77.0%111,5007.9%FinanceUBERUber Technologies$10,263,000$6,997,500 ▼-40.5%110,0007.7%Computer and TechnologyNVDANVIDIA$7,583,520$3,681,167 ▼-32.7%48,0005.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,360,925$2,921,721 ▼-28.4%32,5005.6%Computer and TechnologyASMLASML$6,411,120$2,784,830 ▼-30.3%8,0004.8%Computer and TechnologyYMMFull Truck Alliance$5,692,904$2,752,214 ▲93.6%482,0414.3%Business ServicesCVNACarvana$3,841,344$9,367,488 ▼-70.9%11,4002.9%Retail/WholesaleMNDYmonday.com$3,773,760$1,698,192 ▼-31.0%12,0002.8%Computer and TechnologyGTLBGitLab$3,694,509$3,883,971 ▼-51.3%81,9002.8%Computer and TechnologyCFLTConfluent$3,502,665$3,502,665 ▲New Holding140,5002.6%Computer and TechnologyCHIME FINL INC$3,451,000$3,451,000 ▲New Holding100,0002.6%COM SHS CL ALAM RESEARCH CORP$778,720$778,720 ▲New Holding8,0000.6%COM NEWSNOWSnowflake$740,679$3,287,183 ▼-81.6%3,3100.6%Computer and TechnologyINTCIntel$728,000$4,312,000 ▼-85.6%32,5000.5%Computer and TechnologySHOPShopify$726,705$726,705 ▲New Holding6,3000.5%Computer and TechnologyAVGOBroadcom$702,908$702,908 ▲New Holding2,5500.5%Computer and TechnologyIOTSamsara$676,260$676,260 ▲New Holding17,0000.5%Computer and TechnologyRUBRIK INC.$671,925$1,237,148 ▼-64.8%7,5000.5%CL ADDOGDatadog$0$2,579,460 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$1,008,630 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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