Octahedron Capital Management L.P.
Octahedron Capital Management L.P. reported 15 positions worth $195.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NU (12.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NU | SH | $24.1M | 12.33% | 1,803,000 | — | — | |
| ▸ 2 | GOOGL | SH | $23.5M | 12.02% | 65,700 | — | — | |
| ▸ 3 | CVNA | SH | $20.5M | 10.51% | 312,000 | — | — | |
| ▸ 4 | INTC | SH | $18.7M | 9.58% | 134,000 | — | — | |
| ▸ 5 | MU | SH | $18.1M | 9.28% | 15,700 | — | — | |
| ▸ 6 | RBRK | SH | $16.3M | 8.34% | 203,000 | — | — | |
| ▸ 7 | TSM | SH | $11.0M | 5.62% | 23,000 | — | — | |
| ▸ 8 | SNOW | SH | $10.8M | 5.51% | 42,300 | — | — | |
| ▸ 9 | W | SH | $9.7M | 4.94% | 104,500 | — | — | |
| ▸ 10 | MSFT | SH | $9.3M | 4.77% | 25,000 | — | — |
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Frequently Asked Questions
What stocks does Octahedron Capital Management L.P. hold as of Q2 2026?
Octahedron Capital Management L.P. reported 15 positions worth $195.3M in its Q2 2026 13F filing. Largest positions: NU (12.3%), GOOGL (12.0%), CVNA (10.5%), INTC (9.6%) and MU (9.3%).
What did Octahedron Capital Management L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Octahedron Capital Management L.P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.