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Octahedron Capital Management L.P. Last Quarter Change: USA Stocks, Sold Out

Octahedron Capital Management L.P. quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Octahedron Capital Management L.P. opened 4 positions, added to 7, reduced 2, sold out of 7 and left 1 unchanged. The largest increase in value was MU (+$12,875,698); the largest decrease was NVDA (-$7,499,200).

  • NVDA: Country of operation United States; Class COM; Shares 2026-03-31 43,000; Shares 2026-06-30 0.
  • COHR: Country of operation United States; Class COM; Shares 2026-03-31 22,700; Shares 2026-06-30 0.
  • SHOP: Country of operation —; Class CL A SUB VTG SHS; Shares 2026-03-31 38,700; Shares 2026-06-30 0.
  • NOW: Country of operation United States; Class COM; Shares 2026-03-31 43,500; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1891904): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
NVDA
NVIDIA CORPORATION
United StatesCOM43,0000-43,000$7,499,200$0-$7,499,200
COHR
COHERENT CORP
United StatesCOM22,7000-22,700$5,407,367$0-$5,407,367
SHOP
SHOPIFY INC
CL A SUB VTG SHS38,7000-38,700$4,590,594$0-$4,590,594
NOW
SERVICENOW INC
United StatesCOM43,5000-43,500$4,547,925$0-$4,547,925
MDB
MONGODB INC
United StatesCL A18,3000-18,300$4,479,291$0-$4,479,291
LITE
LUMENTUM HLDGS INC
United StatesCOM5,4450-5,445$3,826,528$0-$3,826,528
AXTI
AXT INC
United StatesCOM29,0000-29,000$1,652,420$0-$1,652,420

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