The Analysis of Octahedron Capital Management L.P.'s Holdings
Currently, Octahedron Capital Management L.P. holds 23 types of securities in its portfolio with a total value $175.9M. In the most recent quarter, they have increased their positions in MNDY (+49.9K shares, valued at $9.7M), UBER (+61.0K shares, valued at $6.0M), RBRK (+57.3K shares, valued at $4.7M); decreased their positions in MDB (-34.3K shares, valued at $10.6M), GOOGL (-36.0K shares, valued at $8.8M), AMZN (-16.5K shares, valued at $3.6M); initiated new positions in V (+12.6K shares, valued at $4.3M), NOW (+4.3K shares, valued at $3.9M), ONTO (+15.0K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NU NU HLDGS LTD1.7M shares7.34%2025-09-302025-11-12
UBER UBER TECHNOLOGIES INC171.0K shares55.45%2025-09-302025-11-12 GOOGL ALPHABET INC65.7K shares-35.40%2025-09-302025-11-12 HOOD ROBINHOOD MKTS INC111.4K shares-0.09%2025-09-302025-11-12 NVDA NVIDIA CORPORATION66.0K shares37.50%2025-09-302025-11-12 MNDY MONDAY COM LTD61.9K shares415.83%2025-09-302025-11-12 ASML ASML HOLDING N V10.4K shares30.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD32.5K shares0.00%2025-09-302025-11-12 CVNA CARVANA CO21.6K shares89.47%2025-09-302025-11-12 AMZN AMAZON COM INC33.2K shares-33.20%2025-09-302025-11-12 YMM FULL TRUCK ALLIANCE CO LTD452.0K shares-6.23%2025-09-302025-11-12 RBRK RUBRIK INC.64.8K shares764.00%2025-09-302025-11-12 MDB MONGODB INC15.8K shares-68.39%2025-09-302025-11-12 INTC INTEL CORP138.5K shares326.15%2025-09-302025-11-12 V VISA INC12.6K sharesnew addition2025-09-302025-11-12 CHYM CHIME FINL INC200.0K shares100.00%2025-09-302025-11-12 NOW SERVICENOW INC4.3K sharesnew addition2025-09-302025-11-12 ONTO ONTO INNOVATION INC15.0K sharesnew addition2025-09-302025-11-12 COHR COHERENT CORP17.0K sharesnew addition2025-09-302025-11-12 CFLT CONFLUENT INC81.7K shares-41.85%2025-09-302025-11-12 AVGO BROADCOM INC2.5K shares0.00%2025-09-302025-11-12 SNOW SNOWFLAKE INC3.4K shares3.02%2025-09-302025-11-12 COIN COINBASE GLOBAL INC2.3K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available