Investor Summary

Ram Parameswaran founded Octahedron Capital Management L.P. in 2019, bringing extensive technology sector investment experience from previous roles at Altimeter Capital, Falcon Edge Capital, AB Bernstein, and Qualcomm. He holds an MBA from The University of Chicago Booth School of Business and has been involved in notable pre-IPO investments including Uber and Bytedance during his tenure at Altimeter Capital. Parameswaran has established significant thought leadership in technology investing through regular Bloomberg podcast appearances on 'What'd You Miss' and 'Odd Lots,' as well as features on 'Invest Like The Best' and other prominent investment platforms. His contrarian approach to technology valuations and focus on long-term growth trends has generated media attention and institutional investor interest. Under his leadership, Octahedron has grown from $293 million in assets in April 2024 to $358.8 million by March 2025 while maintaining a concentrated portfolio approach focused on internet-scale technology businesses.

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Fund Strategy

Octahedron Capital operates as a growth-oriented, long-biased investment firm specializing in crossover investments in leading technology businesses. The firm's mission is to be the best partner to the world's internet-scale businesses across public and private markets. Their investment philosophy centers on identifying technology companies with sustainable competitive advantages that can consistently exceed earnings expectations. The firm believes global technology stocks remain undervalued despite regulatory concerns and positions for long-term growth in companies that can capture increasing market share of global profits. They maintain a research-driven approach with concentrated positions in companies demonstrating strong fundamentals and growth trajectories. The firm publishes quarterly research insights and maintains active thought leadership through media appearances and investor communications.

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FUND PERFORMANCE AS OF 30th September 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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