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Size ($ in 1000's)
At 12/31/2023: $84,934
At 09/30/2023: $60,424
Octahedron Capital Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Octahedron Capital Management L.P. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Octahedron Capital Management L.P. top holdings by largest position size, as per the latest 13f filing made by Octahedron Capital Management L.P..
In the Octahedron Capital Management L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Octahedron Capital Management L.P. in that top holding, then the share count change between reporting periods, and finally the Octahedron Capital Management L.P. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| NU HLDGS LTD |
1,222,500 |
+413,200 |
$10,183 | | NU | 1,222,500 | +413,200 | $10,183 | | AMAZON COM INC |
61,400 |
-49,600 |
$9,329 | | AMZN | 61,400 | -49,600 | $9,329 | | UBER TECHNOLOGIES INC |
130,000 |
-132,500 |
$8,004 | | UBER | 130,000 | -132,500 | $8,004 |  DLOCAL LTD |
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$6,368 | | Call | 360,000 | +360,000 | $6,368 | | COUPANG INC |
378,250 |
+220,250 |
$6,124 | | CPNG | 378,250 | +220,250 | $6,124 | | BLOCK INC |
78,700 |
+78,700 |
$6,087 | | SQ | 78,700 | +78,700 | $6,087 | | KANZHUN LIMITED |
330,900 |
+94,100 |
$5,496 | | BZ | 330,900 | +94,100 | $5,496 | | META PLATFORMS INC |
14,850 |
+14,850 |
$5,256 | | META | 14,850 | +14,850 | $5,256 | | ALPHABET INC |
34,100 |
+34,100 |
$4,763 | | GOOGL | 34,100 | +34,100 | $4,763 | | DOORDASH INC |
42,300 |
-64,700 |
$4,183 | | DASH | 42,300 | -64,700 | $4,183 | | HASHICORP INC |
172,500 |
+105,716 |
$4,078 | | HCP | 172,500 | +105,716 | $4,078 | | CONFLUENT INC |
160,000 |
+160,000 |
$3,744 | | CFLT | 160,000 | +160,000 | $3,744 | | FULL TRUCK ALLIANCE CO LTD |
520,300 |
-98,300 |
$3,647 | | YMM | 520,300 | -98,300 | $3,647 | | WAYFAIR INC |
52,000 |
+52,000 |
$3,208 | | W | 52,000 | +52,000 | $3,208 | | ZOOMINFO TECHNOLOGIES INC |
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$2,958 | | Call | 160,000 | +160,000 | $2,958 | | NVIDIA CORPORATION |
1,650 |
+1,650 |
$817 | | NVDA | 1,650 | +1,650 | $817 | | MAPLEBEAR INC |
15,000 |
+15,000 |
$352 | | CART | 15,000 | +15,000 | $352 |
See Full List: All Stocks Held By Octahedron Capital Management L.P.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Octahedron Capital Management L.P.
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