Octahedron Capital Management L.P.
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| CARVANA CO | 0 | 39,100 | +39,100 | 0 | 12,292,258 | +12,292,258 |
| META PLATFORMS INC | 0 | 20,500 | +20,500 | 0 | 11,728,665 | +11,728,665 |
| COHERENT CORP | 0 | 22,700 | +22,700 | 0 | 5,407,367 | +5,407,367 |
| SAMSARA INC | 0 | 167,779 | +167,779 | 0 | 5,316,917 | +5,316,917 |
| MICRON TECHNOLOGY INC | 0 | 15,530 | +15,530 | 0 | 5,246,655 | +5,246,655 |
| SHOPIFY INC | 0 | 38,700 | +38,700 | 0 | 4,590,594 | +4,590,594 |
| MONGODB INC | 0 | 18,300 | +18,300 | 0 | 4,479,291 | +4,479,291 |
| SNOWFLAKE INC | 0 | 33,600 | +33,600 | 0 | 5,067,552 | +5,067,552 |
| INTEL CORP | 0 | 168,000 | +168,000 | 0 | 7,413,840 | +7,413,840 |
| ONTO INNOVATION INC | 0 | 10,500 | +10,500 | 0 | 2,153,235 | +2,153,235 |
| AXT INC | 0 | 29,000 | +29,000 | 0 | 1,652,420 | +1,652,420 |
| RUBRIK INC. | 0 | 111,000 | +111,000 | 0 | 5,435,670 | +5,435,670 |
| LUMENTUM HLDGS INC | 0 | 5,445 | +5,445 | 0 | 3,826,528 | +3,826,528 |
| ALPHABET INC | 0 | 65,700 | +65,700 | 0 | 18,892,692 | +18,892,692 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 23,000 | +23,000 | 0 | 7,772,850 | +7,772,850 |
| MONDAY COM LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| SERVICENOW INC | 0 | 43,500 | +43,500 | 0 | 4,547,925 | +4,547,925 |
| NU HLDGS LTD | 0 | 1,684,000 | +1,684,000 | 0 | 24,199,080 | +24,199,080 |
| SEA LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| DOORDASH INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MERCADOLIBRE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| COUPANG INC | 0 | 0 | 0 | 0 | 0 | 0 |
| NVIDIA CORPORATION | 0 | 43,000 | +43,000 | 0 | 7,499,200 | +7,499,200 |
| AMAZON COM INC | 0 | 0 | 0 | 0 | 0 | 0 |