Ram Parameswaran 13F Portfolio
Ram Parameswaran runs OCTAHEDRON CAPITAL MANAGEMENT L.P. and currently holds 15 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $195.35M. Their top holdings are NU, GOOGL, CVNA, INTC, MU. The top five represent 53.7% of reported portfolio weight. Ram Parameswaran ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, Ram Parameswaran initiated 3 new positions. They added to 8 existing positions. They trimmed 2 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$195.35M
Alpha Score
115.6
#0 of 1000
Holdings
15
Ram Parameswaran Current 13F Holdings
Reported holdings from OCTAHEDRON CAPITAL MANAGEMENT L.P.'s latest SEC 13F filing, ranked by portfolio weight.
15 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NU NU HLDGS LTD | 12.33% | $10.82 | $14.62 | +35.07% | Added +7.07% |
 GOOGL ALPHABET INC | 12.02% | $173.05 | $338.50 | +95.61% | Held |
 CVNA CARVANA CO | 10.51% | $63.98 | $69.16 | +8.10% | Added +697.95% |
 INTC INTEL CORP | 9.58% | $37.03 | $102.94 | +177.99% | Trimmed -20.24% |
 MU MICRON TECHNOLOGY INC | 9.28% | $346.68 | $975.26 | +181.31% | Added +1.09% |
 RBRK RUBRIK INC. | 8.34% | $70.64 | $86.67 | +22.69% | Added +82.88% |
 TSM TAIWAN SEMICONDUCTOR MFG LTD | 5.62% | $166.00 | $433.19 | +160.96% | Held |
 SNOW SNOWFLAKE INC | 5.51% | $172.04 | $328.81 | +91.12% | Added +25.89% |
 W WAYFAIR INC | 4.94% | $92.42 | $98.68 | +6.77% | New Buy |
 MSFT MICROSOFT CORP | 4.77% | $373.02 | $495.63 | +32.87% | New Buy |
Showing 1-10 of 15