Octahedron Capital Management as of Sept. 30, 2023
Portfolio Holdings for Octahedron Capital Management
Octahedron Capital Management holds 12 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 25.0 | $15M | 111k | 130.36 | |
| Uber Technologies (UBER) | 19.5 | $11M | 263k | 43.17 | |
| Doordash Cl A (DASH) | 14.1 | $8.2M | 107k | 76.42 | |
| Nu Hldgs Ord Shs Cl A (NU) | 11.0 | $6.4M | 809k | 7.89 | |
| Pdd Holdings Sponsored Ads (PDD) | 6.9 | $4.0M | 58k | 69.14 | |
| Full Truck Alliance Sponsored Ads (YMM) | 6.6 | $3.8M | 619k | 6.22 | |
| Kanzhun Sponsored Ads (BZ) | 6.1 | $3.6M | 237k | 15.05 | |
| Coupang Cl A (CPNG) | 4.7 | $2.7M | 158k | 17.40 | |
| Hashicorp Com Cl A (HCP) | 3.0 | $1.7M | 67k | 26.18 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $683k | 4.7k | 146.87 | |
| Dlocal Class A Com (DLO) | 1.2 | $667k | 55k | 12.21 | |
| Grab Holdings Class A Ord (GRAB) | 0.6 | $343k | 100k | 3.43 |
