Octahedron Capital Management L.P.

BURLINGAME, CA · CIK 1891904 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityOCTAHEDRON CAPITAL MANAGEMENT, L.P. (US)

Kindhedge funds, private equity
Others nearbyBurlingame, CA
FamilyOctahedron Capital Management L.P. · 2 related pages

As an employer

US visa salary filings

Filings FY20251
Median salary offered$119,000
Middle half$119,000 – $119,000
Job titles1

Job title	Filings	Median	Range
Investment AnalystBurlingame, CA	1	$119,000	$119,000 – $120,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Octahedron Capital Management, L.P..

$195.3m reported value +42.0% vs Q1 2026

15positions

82.9%in top 10

4 new 7 added 2 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NU HLDGS LTD ORD SHS CL A NU	NU	1,803,000	$24.1m12.33%	12.33%	Added +119.0k	+119,000 7.1%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	65,700	$23.5m12.02%	12.02%	Unchanged
3	CARVANA CO CL A CVNA	CVNA	312,000	$20.5m10.51%	10.51%	Added +116.5k	+116,500 59.6%
4	INTEL CORP COM INTC	INTC	134,000	$18.7m9.58%	9.58%	Reduced -34.0k	-34,000 -20.2%
5	MICRON TECHNOLOGY INC COM MU	MU	15,700	$18.1m9.28%	9.28%	Added +170	+170 1.1%
6	RUBRIK INC. CL A RBRK	RBRK	203,000	$16.3m8.34%	8.34%	Added +92.0k	+92,000 82.9%
7	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	23,000	$11.0m5.62%	5.62%	Unchanged
8	SNOWFLAKE INC CL A SNOW	SNOW	42,300	$10.8m5.51%	5.51%	Added +8.7k	+8,700 25.9%
9	WAYFAIR INC CL A W	W	104,500	$9.7m4.94%	4.94%	New
10	MICROSOFT CORP COM MSFT	MSFT	25,000	$9.3m4.77%	4.77%	New
11	META PLATFORMS INC CL A META	META	16,300	$9.2m4.70%	4.70%	Reduced -4.2k	-4,200 -20.5%
12	SAMSARA INC COM CL A IOT	IOT	275,200	$8.9m4.57%	4.57%	Added +107.4k	+107,421 64.0%
13	UBER TECHNOLOGIES INC COM UBER	UBER	78,000	$5.6m2.88%	2.88%	New
14	ONTO INNOVATION INC COM ONTO	ONTO	13,300	$5.0m2.58%	2.58%	Added +2.8k	+2,800 26.7%
15	DOORDASH INC CL A DASH	DASH	25,000	$4.6m2.36%	2.36%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NVIDIA CORPORATION NVDA	NVDA	43,000	$7.5m43.0k shares
COHERENT CORP COHR	COHR	22,700	$5.4m22.7k shares
SHOPIFY INC SHOP	SHOP	38,700	$4.6m38.7k shares
SERVICENOW INC NOW	NOW	43,500	$4.5m43.5k shares
MONGODB INC MDB	MDB	18,300	$4.5m18.3k shares
LUMENTUM HLDGS INC LITE	LITE	5,445	$3.8m5.4k shares
AXT INC AXTI	AXTI	29,000	$1.7m29.0k shares