Ram Parameswaran
Ram Parameswaran runs OCTAHEDRON CAPITAL MANAGEMENT L.P. and currently holds 18 stock positions, which is fewer than the average of 234 among the investors we track. The portfolio is valued at approximately $137.52M. Their top holdings are NU, GOOGL, CVNA, META, TSM. The top five represent 54.5% of reported portfolio weight. Ram Parameswaran ranks #203 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Ram Parameswaran initiated 4 new positions. They added to 8 existing positions. They trimmed 5 positions. Their current best-performing preview position is LITE with returns of +90.66%.
18 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NU NU HLDGS LTD | 17.60% | $10.64 | $14.68 | +37.97% | Trimmed -2.43% |
GOOGL ALPHABET INC | 13.74% | $173.05 | $333.71 | +92.84% | Held |
CVNA CARVANA CO | 8.94% | $314.38 | $66.06 | -78.99% | Added +100.00% |
META META PLATFORMS INC | 8.53% | $577.49 | $593.41 | +2.76% | Added +1540.00% |
TSM TAIWAN SEMICONDUCTOR MFG LTD | 5.65% | $166.00 | $392.31 | +136.33% | Trimmed -29.23% |
NVDA NVIDIA CORPORATION | 5.45% | $154.27 | $197.01 | +27.70% | Trimmed -53.86% |
INTC INTEL CORP | 5.39% | $37.03 | $86.30 | +133.05% | Added +90.91% |
RBRK RUBRIK INC. | 3.95% | $62.65 | $71.45 | +14.05% | Added +99.64% |
COHR COHERENT CORP | 3.93% | $238.21 | $243.33 | +2.15% | Added +100.00% |
IOT SAMSARA INC | 3.87% | $31.69 | $37.50 | +18.33% | New Buy |
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