Octahedron Capital Management L.P. · Q2 2026 13F · SEC CIK 1891904
Ram Parameswaran portfolio
Hedge fundOctahedron Capital 13F holdings. Filed 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $195.3M
- Reported positions
- 15
- Top holdings a year, 3 yrs
- +43.1%
- Assets under management
- $594.2M
Ram Parameswaran is the founder of Octahedron Capital, which reported 15 positions worth $195.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nu Hldgs Ltd (NU, 12.3%), Alphabet Inc (GOOGL, 12.0%), Carvana Co (CVNA, 10.5%). A portfolio copying its top holdings returned 43.1% a year over the last 3 years, against 20.4% for the S&P 500.
Ram Parameswaran holdings all 15 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NUNu Hldgs Ltd | 12.3% | +7.1% | $24.1M |
| GOOGLAlphabet Inc | 12.0% | +0.0% | $23.5M |
| CVNACarvana Co | 10.5% | +698.0% | $20.5M |
| INTCIntel Corp | 9.6% | -20.2% | $18.7M |
| MUMicron Technology Inc | 9.3% | +1.1% | $18.1M |
| RBRKRubrik Inc. | 8.3% | +82.9% | $16.3M |
| TSMTaiwan Semiconductor Manufac | 5.6% | +0.0% | $11.0M |
| SNOWSnowflake Inc | 5.5% | +25.9% | $10.8M |
| WWayfair Inc | 4.9% | — | $9.7M |
| MSFTMicrosoft Corp | 4.8% | — | $9.3M |
| METAMeta Platforms Inc | 4.7% | -20.5% | $9.2M |
| IOTSamsara Inc. | 4.6% | +64.0% | $8.9M |
| UBERUber Technologies Inc | 2.9% | — | $5.6M |
| ONTOOnto Innovation Inc | 2.6% | +26.7% | $5.0M |
| DASHDoordash Inc | 2.4% | — | $4.6M |
What Ram Parameswaran bought and sold in Q2 2026, against Q1 2026.
New positions
- W Wayfair Inc4.9% of 13F
- MSFT Microsoft Corp4.8% of 13F
- UBER Uber Technologies Inc2.9% of 13F
- DASH Doordash Inc2.4% of 13F
Added to
- CVNA Carvana Co+698.0% shares
- RBRK Rubrik Inc.+82.9% shares
- IOT Samsara Inc.+64.0% shares
- ONTO Onto Innovation Inc+26.7% shares
- SNOW Snowflake Inc+25.9% shares
- NU Nu Hldgs Ltd+7.1% shares
Reduced
- META Meta Platforms Inc-20.5% shares
- INTC Intel Corp-20.2% shares
Sold out
- NVDA Nvidia Corporationwas 5.5%
- COHR Coherent Corpwas 3.9%
- SHOP Shopify Incwas 3.3%
- NOW Servicenow Incwas 3.3%
- MDB Mongodb Incwas 3.3%
- LITE Lumentum Hldgs Incwas 2.8%
- AXTI Axt Incwas 1.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +38.6% /yr
- S&P 500 +20.1%
- 3 years
- +43.1% /yr
- S&P 500 +20.4%
- 5 years
- +18.8% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $195.3M | 15 |
| Q1 2026 | $137.5M | 18 |
| Q4 2025 | $147.0M | 16 |
| Q3 2025 | $175.9M | 23 |
| Q2 2025 | $132.5M | 22 |
| Q1 2025 | $112.4M | 18 |
| Q4 2024 | $105.3M | 20 |
| Q3 2024 | $89.9M | 17 |
| Q2 2024 | $99.7M | 19 |
| Q1 2024 | $68.2M | 20 |
| Q4 2023 | $75.6M | 16 |
| Q3 2023 | $72.5M | 20 |
Questions about Ram Parameswaran's portfolio
Who is Ram Parameswaran?
Ram Parameswaran is the founder of Octahedron Capital, a hedge fund that files its US stock holdings with the SEC on Form 13F under the name Octahedron Capital Management L.P..
What stocks does Ram Parameswaran own?
Octahedron Capital Management L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 15 positions worth $195.3M. The largest are Nu Hldgs Ltd (NU) at 12.3%, Alphabet Inc (GOOGL) at 12.0%, Carvana Co (CVNA) at 10.5%, Intel Corp (INTC) at 9.6% and Micron Technology Inc (MU) at 9.3%.
What did Ram Parameswaran buy last quarter?
In Q2 2026, Octahedron Capital Management L.P. added a new position in Wayfair Inc (W), a new position in Microsoft Corp (MSFT), a new position in Uber Technologies Inc (UBER), a new position in Doordash Inc (DASH), Carvana Co (CVNA) (+698.0% shares), Rubrik Inc. (RBRK) (+82.9% shares) and Samsara Inc. (IOT) (+64.0% shares), compared with its Q1 2026 filing.
What did Ram Parameswaran sell last quarter?
In Q2 2026, Octahedron Capital Management L.P. sold all of Nvidia Corporation (NVDA), sold all of Coherent Corp (COHR), sold all of Shopify Inc (SHOP), sold all of Servicenow Inc (NOW), sold all of Mongodb Inc (MDB), Meta Platforms Inc (META) (-20.5% shares) and Intel Corp (INTC) (-20.2% shares), compared with its Q1 2026 filing.
How has Ram Parameswaran's portfolio performed?
A portfolio copying Octahedron Capital Management L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +43.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +38.6% against +20.1%. Over 5 years: +18.8% a year against +13.0%.
When is Octahedron Capital Management L.P.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Octahedron Capital Management L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Octahedron Capital Management L.P. manage?
Octahedron Capital Management L.P. reported $594.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $195.3M.