StockDriftsStockDriftsTop 18 Octahedron Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NU | NU HLDGS LTD | 17.6% | 1.68M | $24.2M | -2.43%(-42.00K) | $10.15(+20.09%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 13.74% | 65.7K | $18.9M | +0.00%(+0) | $168.19(+135.92%) | 2026-03-31 | |
| CVNA | CARVANA CO | 8.94% | 39.1K | $12.3M | new | $315.70(-78.72%) | 2026-03-31 | |
| META | META PLATFORMS INC | 8.53% | 20.5K | $11.7M | +1540.00%(+19.25K) | $610.41(+0.63%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.65% | 23.0K | $7.8M | -29.23%(-9.50K) | $177.67(+127.59%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.45% | 43.0K | $7.5M | -53.86%(-50.20K) | $150.09(+50.12%) | 2026-03-31 | |
| INTC | INTEL CORP | 5.39% | 168.0K | $7.4M | +90.91%(+80.00K) | $33.17(+227.94%) | 2026-03-31 | |
| RBRK | RUBRIK INC. | 3.95% | 111.0K | $5.4M | +99.64%(+55.40K) | $71.15(-10.38%) | 2026-03-31 | |
| COHR | COHERENT CORP | 3.93% | 22.7K | $5.4M | new | $126.82(+201.57%) | 2026-03-31 | |
| IOT | SAMSARA INC | 3.87% | 167.8K | $5.3M | new | $33.81(-12.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +41.49% | +183.25% |
| Top 20 Holdings Unweighted | +41.09% | +180.88% |
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