Octahedron Capital Management as of Sept. 30, 2024
Portfolio Holdings for Octahedron Capital Management
Octahedron Capital Management holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 13.5 | $12M | 890k | 13.65 | |
| Uber Technologies (UBER) | 11.5 | $10M | 138k | 75.16 | |
| Snowflake Cl A (SNOW) | 11.2 | $10M | 88k | 114.86 | |
| Amazon (AMZN) | 10.2 | $9.2M | 49k | 186.33 | |
| Rubrik Cl A (RBRK) | 8.5 | $7.6M | 237k | 32.15 | |
| Coupang Cl A (CPNG) | 7.5 | $6.7M | 273k | 24.55 | |
| Meta Platforms Cl A (META) | 6.7 | $6.0M | 11k | 572.44 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.9 | $5.3M | 39k | 134.81 | |
| Doordash Cl A (DASH) | 4.8 | $4.3M | 30k | 142.73 | |
| Gitlab Class A Com (GTLB) | 3.8 | $3.4M | 67k | 51.54 | |
| Full Truck Alliance Sponsored Ads (YMM) | 3.2 | $2.9M | 320k | 9.01 | |
| Lam Research Corporation | 2.8 | $2.5M | 3.1k | 816.08 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.8 | $2.5M | 3.0k | 833.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $2.4M | 15k | 165.85 | |
| Braze Com Cl A (BRZE) | 2.7 | $2.4M | 75k | 32.34 | |
| Kanzhun Sponsored Ads (BZ) | 1.2 | $1.1M | 61k | 17.36 | |
| Zscaler Incorporated (ZS) | 1.1 | $992k | 5.8k | 170.94 |
