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.
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