$122 Million is the total value of Octahedron Capital Management L.P.'s 44 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ETSY | New | ETSY INC | $260,000 | – | 2,600 | +100.0% | 0.21% | – |
TTD | New | THE TRADE DESK INC | $239,000 | – | 4,000 | +100.0% | 0.20% | – |
PYPL | New | PAYPAL HLDGS INC | $215,000 | – | 2,500 | +100.0% | 0.18% | – |
ABNB | New | AIRBNB INC | $210,000 | – | 2,000 | +100.0% | 0.17% | – |
New | HIPPO HLDGS INC | $185,000 | – | 10,000 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 8 | Q3 2023 | 32.2% |
UBER TECHNOLOGIES INC | 8 | Q3 2023 | 23.0% |
DOORDASH INC | 8 | Q3 2023 | 14.8% |
FULL TRUCK ALLIANCE CO LTD | 8 | Q3 2023 | 7.6% |
KANZHUN LIMITED | 8 | Q3 2023 | 7.5% |
DLOCAL LTD | 8 | Q3 2023 | 5.5% |
GRAB HOLDINGS LIMITED | 8 | Q3 2023 | 0.8% |
MERCADOLIBRE INC | 7 | Q3 2023 | 2.0% |
CROWDSTRIKE HLDGS INC | 7 | Q3 2023 | 4.6% |
PINDUODUO INC | 6 | Q3 2023 | 6.9% |
View Octahedron Capital Management L.P.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-05-15 |
13F-HR | 2024-05-10 |
13F-HR | 2024-02-13 |
13F-HR/A | 2023-11-13 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-09 |
13F-HR/A | 2023-05-11 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
View Octahedron Capital Management L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.