Octahedron Capital Management L.P. - Q42025 Holdings

Octahedron Capital Management L.P. holds 16 stocks with a total portfolio value of $ 146.96M as of Q42025. In Q42025, Octahedron Capital Management L.P. added 6 new positions, increased stakes in 4 stocks, reduced 3 holdings, and fully exited 13 positions. The largest holding is Nu Hldgs LTD (NU), representing 19.66% of the total portfolio.