Octahedron Capital Management L.P. Top Holdings and 13F Report (2026) About Octahedron Capital Management L.P.Investment ActivityOctahedron Capital Management L.P. has $137.52 million in total holdings as of March 31, 2026.Octahedron Capital Management L.P. owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 45.73% of the portfolio was purchased this quarter.About 47.94% of the portfolio was sold this quarter.This quarter, Octahedron Capital Management L.P. has purchased 16 new stocks and bought additional shares in 4 stocks.Octahedron Capital Management L.P. sold shares of 5 stocks and completely divested from 6 stocks this quarter.Largest Holdings NU $24,199,080Alphabet $18,892,692Carvana $12,292,258Meta Platforms $11,728,665Taiwan Semiconductor Manufacturing $7,772,850 Largest New Holdings this Quarter 146869102 - Carvana $12,292,258 Holding19247G107 - Coherent $5,407,367 Holding79589L106 - Samsara $5,316,917 Holding595112103 - Micron Technology $5,246,655 Holding82509L107 - SHOPIFY INC $4,590,594 Holding Largest Purchases this Quarter Carvana 39,100 shares (about $12.29M)Meta Platforms 19,250 shares (about $11.01M)Coherent 22,700 shares (about $5.41M)Samsara 167,779 shares (about $5.32M)Micron Technology 15,530 shares (about $5.25M) Largest Sales this Quarter NVIDIA 50,200 shares (about $8.75M)Taiwan Semiconductor Manufacturing 9,500 shares (about $3.21M)Lumentum 4,255 shares (about $2.99M)ServiceNow 9,900 shares (about $1.04M)NU 42,000 shares (about $603.54K) 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$24,199,080$603,540 â–¼-2.4%1,684,00017.6%FinanceGOOGLAlphabet$18,892,6920.0%65,70013.7%Computer and TechnologyCVNACarvana$12,292,258$12,292,258 â–²New Holding39,1008.9%Retail/WholesaleMETAMeta Platforms$11,728,665$11,013,503 â–²1,540.0%20,5008.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,772,850$3,210,525 â–¼-29.2%23,0005.7%Computer and TechnologyNVDANVIDIA$7,499,200$8,754,880 â–¼-53.9%43,0005.5%Computer and TechnologyINTCIntel$7,413,840$3,530,400 â–²90.9%168,0005.4%Computer and TechnologyRUBRIK INC.$5,435,670$2,712,938 â–²99.6%111,0004.0%CL ACOHRCoherent$5,407,367$5,407,367 â–²New Holding22,7003.9%Business ServicesIOTSamsara$5,316,917$5,316,917 â–²New Holding167,7793.9%Computer and TechnologyMUMicron Technology$5,246,655$5,246,655 â–²New Holding15,5303.8%Computer and TechnologySNOWSnowflake$5,067,552$4,494,436 â–²784.2%33,6003.7%Computer and TechnologySHOPIFY INC$4,590,594$4,590,594 â–²New Holding38,7003.3%CL A SUB VTG SHSNOWServiceNow$4,547,925$1,035,045 â–¼-18.5%43,5003.3%Computer and TechnologyMDBMongoDB$4,479,291$4,479,291 â–²New Holding18,3003.3%Computer and TechnologyLITELumentum$3,826,528$2,990,244 â–¼-43.9%5,4452.8%Computer and TechnologyONTOOnto Innovation$2,153,235$2,153,235 â–²New Holding10,5001.6%Computer and TechnologyAXTIAXT$1,652,420$1,652,420 â–²New Holding29,0001.2%Computer and TechnologyAMZNAmazon.com$0$16,711,368 â–¼-100.0%00.0%Retail/WholesaleCPNGCoupang$0$8,492,400 â–¼-100.0%00.0%Retail/WholesaleMELIMercadoLibre$0$8,459,892 â–¼-100.0%00.0%Retail/WholesaleDOORDASH INC$0$7,813,560 â–¼-100.0%00.0%CL ASESEA$0$5,230,370 â–¼-100.0%00.0%Computer and TechnologyMNDYmonday.com$0$2,626,568 â–¼-100.0%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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