Octahedron Capital Management as of June 30, 2026
Portfolio Holdings for Octahedron Capital Management
Octahedron Capital Management holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 12.3 | $24M | 1.8M | 13.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.0 | $24M | 66k | 357.37 | |
| Carvana Cl A (CVNA) | 10.5 | $21M | 312k | 65.82 | |
| Intel Corporation (INTC) | 9.6 | $19M | 134k | 139.63 | |
| Micron Technology (MU) | 9.3 | $18M | 16k | 1154.29 | |
| Rubrik Cl A (RBRK) | 8.3 | $16M | 203k | 80.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.6 | $11M | 23k | 477.57 | |
| Snowflake Com Shs (SNOW) | 5.5 | $11M | 42k | 254.50 | |
| Wayfair Cl A (W) | 4.9 | $9.7M | 105k | 92.42 | |
| Microsoft Corporation (MSFT) | 4.8 | $9.3M | 25k | 373.02 | |
| Meta Platforms Cl A (META) | 4.7 | $9.2M | 16k | 563.29 | |
| Samsara Com Cl A (IOT) | 4.6 | $8.9M | 275k | 32.43 | |
| Uber Technologies (UBER) | 2.9 | $5.6M | 78k | 72.16 | |
| Onto Innovation (ONTO) | 2.6 | $5.0M | 13k | 378.45 | |
| Doordash Cl A (DASH) | 2.4 | $4.6M | 25k | 184.53 |
