Octahedron Capital Management as of March 31, 2023
Portfolio Holdings for Octahedron Capital Management
Octahedron Capital Management holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 26.1 | $12M | 118k | 103.29 | |
| Uber Technologies (UBER) | 20.3 | $9.5M | 299k | 31.70 | |
| Doordash Cl A (DASH) | 14.8 | $6.9M | 109k | 63.56 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.0 | $3.7M | 782k | 4.76 | |
| Full Truck Alliance Sponsored Ads (YMM) | 7.6 | $3.5M | 465k | 7.61 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.8 | $2.7M | 36k | 75.90 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.6 | $2.1M | 16k | 137.26 | |
| Coupang Cl A (CPNG) | 4.0 | $1.9M | 118k | 16.00 | |
| Kanzhun Sponsored Ads (BZ) | 3.5 | $1.6M | 87k | 19.03 | |
| Dlocal Class A Com (DLO) | 2.0 | $919k | 57k | 16.22 | |
| Wayfair Cl A (W) | 1.3 | $618k | 18k | 34.34 | |
| Sea Sponsord Ads (SE) | 0.9 | $407k | 4.7k | 86.55 | |
| Grab Holdings Class A Ord (GRAB) | 0.6 | $301k | 100k | 3.01 | |
| MercadoLibre (MELI) | 0.5 | $231k | 175.00 | 1318.06 |
