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Octahedron Capital Management L.P.

Q4 2025 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    16

  • Value ($000)

    $146,964

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001891904
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$28.89M
20 %

1,726,000

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$20.56M
14 %

65,700

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$17.38M
12 %

93,200

A
AMZN

AMAZON COM INC

COM
023135106
$16.71M
11 %

72,400

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$9.88M
7 %

32,500

C
CPNG

COUPANG INC

CL A
22266T109
$8.49M
6 %

360,000

M
MELI

MERCADOLIBRE INC

COM
58733R102
$8.46M
6 %

4,200

N
NOW

SERVICENOW INC

COM
81762P102
$8.18M
6 %

53,400

D
DASH

DOORDASH INC

CL A
25809K105
$7.81M
5 %

34,500

S
SE

SEA LTD

SPONSORD ADS
81141R100
$5.23M
4 %

41,000

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