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Octahedron Capital Management L.P.
特别关注No.7217 数据截至 2026Q2环比变动 Q1 2026
+$5,782.4万+42.0%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 NubankNU |
| 12.33% | 17.6% | $2,408.8万 | 180.3万股 | $2,419.9万 | 168.4万股 | +11.9万股+7.07% | 加仓 |
 谷歌AGOOGL |
| 12.02% | 13.74% | $2,347.9万 | 6.6万股 | $1,889.3万 | 6.6万股 | 00.00% | 持仓不变 |
| CCARVANA CL ACVNA |
| 10.51% | 8.94% | $2,053.6万 | 31.2万股 | $1,229.2万 | 3.9万股 | +27.3万股+697.95% | 加仓 |
 英特尔INTC |
| 9.58% | 5.39% | $1,871.0万 | 13.4万股 | $741.4万 | 16.8万股 | -3.4万股-20.24% | 减仓 |
 美光科技MU |
| 9.28% | 3.82% | $1,812.2万 | 1.6万股 | $524.7万 | 1.6万股 | +170股+1.09% | 加仓 |
| RRUBRIK INC CLASS ARBRK |
| 8.34% | 3.95% | $1,629.7万 | 20.3万股 | $543.6万 | 11.1万股 | +9.2万股+82.88% | 加仓 |
 台积电TSM |
| 5.62% | 5.65% | $1,098.4万 | 2.3万股 | $777.3万 | 2.3万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 5.51% | 3.68% | $1,076.5万 | 4.2万股 | $506.8万 | 3.4万股 | +8,700股+25.89% | 加仓 |
 WAYFAIRW |
| 4.94% | — | $965.8万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
 微软MSFT |
| 4.77% | — | $932.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 Meta平台META |
| 4.7% | 8.53% | $918.2万 | 1.6万股 | $1,172.9万 | 2.1万股 | -4,200股-20.49% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 4.57% | 3.87% | $892.5万 | 27.5万股 | $531.7万 | 16.8万股 | +10.7万股+64.03% | 加仓 |
 优步UBER |
| 2.88% | — | $562.8万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 2.58% | 1.57% | $503.3万 | 1.3万股 | $215.3万 | 1.1万股 | +2,800股+26.67% | 加仓 |
| DDOORDASHDASH |
| 2.36% | — | $461.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
