Octahedron Capital Management as of Dec. 31, 2024
Portfolio Holdings for Octahedron Capital Management
Octahedron Capital Management holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 13.0 | $14M | 227k | 60.32 | |
| Nu Hldgs Ord Shs Cl A (NU) | 11.6 | $12M | 1.2M | 10.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.9 | $10M | 55k | 189.30 | |
| Coupang Cl A (CPNG) | 7.8 | $8.2M | 375k | 21.98 | |
| Mongodb Cl A (MDB) | 6.5 | $6.9M | 30k | 232.81 | |
| NVIDIA Corporation (NVDA) | 5.4 | $5.7M | 43k | 134.29 | |
| Full Truck Alliance Sponsored Ads (YMM) | 5.4 | $5.7M | 524k | 10.82 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.1 | $5.4M | 7.8k | 693.08 | |
| Amazon (AMZN) | 5.1 | $5.3M | 24k | 219.39 | |
| Gitlab Class A Com (GTLB) | 5.0 | $5.2M | 93k | 56.35 | |
| Snowflake Cl A (SNOW) | 4.9 | $5.1M | 33k | 154.41 | |
| Wayfair Cl A (W) | 4.2 | $4.4M | 100k | 44.32 | |
| Carvana Cl A (CVNA) | 3.5 | $3.7M | 18k | 203.36 | |
| Microsoft Corporation (MSFT) | 3.0 | $3.2M | 7.6k | 421.50 | |
| Lam Research Corp Com New (LRCX) | 2.7 | $2.9M | 40k | 72.23 | |
| MercadoLibre (MELI) | 2.3 | $2.4M | 1.4k | 1700.44 | |
| Rubrik Cl A (RBRK) | 2.2 | $2.3M | 36k | 65.36 | |
| Intel Corporation (INTC) | 1.5 | $1.6M | 80k | 20.05 | |
| Meta Platforms Cl A (META) | 0.5 | $498k | 850.00 | 585.51 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $494k | 13k | 37.26 |
