13F HOLDINGS REPORT
Octahedron Capital Management L.P.
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001891904-23-000001
Total Value
$38.7M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 148,600 | $12.5M | 32.25% |
| 2 | UBER TECHNOLOGIES INC | UBER | 360,500 | $8.9M | 23.03% |
| 3 | DOORDASH INC | DASH | 91,750 | $4.5M | 11.57% |
| 4 | KANZHUN LIMITED | BZ | 142,500 | $2.9M | 7.50% |
| 5 | DLOCAL LTD | DLO | 170,000 | $2.6M | 6.84% |
| 6 | DLOCAL LTD | DLO | 99,671 | $1.6M | 4.01% |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 186,300 | $1.5M | 3.85% |
| 8 | PINDUODUO INC | PDD | 11,750 | $958,213 | 2.48% |
| 9 | BRAZE INC | BRZE | 25,250 | $688,820 | 1.78% |
| 10 | MERCADOLIBRE INC | MELI | 800 | $676,992 | 1.75% |
| 11 | NU HLDGS LTD | NU | 165,000 | $671,550 | 1.74% |
| 12 | DATADOG INC | DDOG | 4,600 | $338,100 | 0.87% |
| 13 | GRAB HOLDINGS LIMITED | GRABW | 100,000 | $322,000 | 0.83% |
| 14 | ZSCALER INC | ZS | 2,700 | $302,130 | 0.78% |
| 15 | CROWDSTRIKE HLDGS INC | CRWD | 2,650 | $279,019 | 0.72% |