OCTAHEDRON CAPITAL MANAGEMENT L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 1.68M | $24.20M |
 | INTC | 168K | $7.41M |
 | IOT | 168K | $5.32M |
 | RBRK | 111K | $5.44M |
 | GOOGL | 66K | $18.89M |
 | NOW | 44K | $4.55M |
 | NVDA | 43K | $7.50M |
 | CVNA | 39K | $12.29M |
 | SHOP | 39K | $4.59M |
 | SNOW | 34K | $5.07M |
 | AXTI | 29K | $1.65M |
 | TSM | 23K | $7.77M |
 | COHR | 23K | $5.41M |
 | META | 21K | $11.73M |
 | MDB | 18K | $4.48M |
 | MU | 16K | $5.25M |
 | ONTO | 11K | $2.15M |
 | LITE | 5K | $3.83M |
Nu Holdings Ltd.
NU
Shares Held
1.68M
Value
$24.20M
Intel Corp.
INTC
Shares Held
168K
Value
$7.41M
Samsara Inc.
IOT
Shares Held
168K
Value
$5.32M
Rubrik, Inc.
RBRK
Shares Held
111K
Value
$5.44M
Alphabet Inc.
GOOGL
Shares Held
66K
Value
$18.89M
ServiceNow, Inc.
NOW
Shares Held
44K
Value
$4.55M
NVIDIA Corporation
NVDA
Shares Held
43K
Value
$7.50M
Carvana Co.
CVNA
Shares Held
39K
Value
$12.29M
Shopify Inc.
SHOP
Shares Held
39K
Value
$4.59M
Snowflake Inc.
SNOW
Shares Held
34K
Value
$5.07M
AXT, Inc.
AXTI
Shares Held
29K
Value
$1.65M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
23K
Value
$7.77M
Coherent, Inc.
COHR
Shares Held
23K
Value
$5.41M
Meta Platforms, Inc.
META
Shares Held
21K
Value
$11.73M
MongoDB, Inc.
MDB
Shares Held
18K
Value
$4.48M
Micron Technology, Inc.
MU
Shares Held
16K
Value
$5.25M
Onto Innovation Inc.
ONTO
Shares Held
11K
Value
$2.15M
Lumentum Holdings Inc.
LITE
Shares Held
5K
Value
$3.83M