Octahedron Capital Management L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Octahedron Capital Management L.P. held in its portfolio 16 assets valued at $146,963,561 (i.e. $146.96M).

The most valuable assets in the portfolio included: NU HLDGS LTD ($28.89M), ALPHABET INC ($20.56M), and NVIDIA CORPORATION ($17.38M).

The chart below shows the top 10 valuable assets, and the table below shows the top 16 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Octahedron Capital Management L.P. Portfolio

NU HLDGS LTD

ALPHABET INC

NVIDIA CORPORATION

AMAZON COM INC

TAIWAN SEMICONDUCTOR MFG LTD

COUPANG INC

MERCADOLIBRE INC

SERVICENOW INC

DOORDASH INC

SEA LTD

Octahedron Capital Management L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NU HLDGS LTD	1726000	28893240	ORD SHS CL A
ALPHABET INC	65700	20564100	CAP STK CL A
NVIDIA CORPORATION	93200	17381800	COM
AMAZON COM INC	72400	16711368	COM
TAIWAN SEMICONDUCTOR MFG LTD	32500	9876425	SPONSORED ADS
COUPANG INC	360000	8492400	CL A
MERCADOLIBRE INC	4200	8459892	COM
SERVICENOW INC	53400	8180346	COM
DOORDASH INC	34500	7813560	CL A
SEA LTD	41000	5230370	SPONSORD ADS
RUBRIK INC.	55600	4252288	CL A
LUMENTUM HLDGS INC	9700	3575323	COM
INTEL CORP	88000	3247200	COM
MONDAY COM LTD	17800	2626568	SHS
SNOWFLAKE INC	3800	833568	COM SHS
META PLATFORMS INC	1250	825113	CL A