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Ram Parameswaran — Institutional Investor Profile | Buyside Digest

Ram Parameswaran

Institutional Investor • Octahedron Capital

Value

$359M

Stocks

15 Stocks

Turnover

0.0%

CIK

0001891904EDGAR ↗

Website ↗

Top Holdings

NU(12.33%) GOOG(12.02%) CVNA(10.51%) INTC(9.58%) MU(9.28%)

About Investor

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.

Investor Philosophy

Investment philosophy details pending verification.

Ram Parameswaran Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
NU	None	Nu Holdings Ltd.	Financials	$24.1M	12.3%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$23.5M	12.0%	No Change
CVNA	None	Carvana	Consumer Discretionary	$20.5M	10.5%	No Change
INTC	None	Intel Corporation	Information Technology	$18.7M	9.6%	No Change
MU	None	Micron Technology, Inc.	Information Technology	$18.1M	9.3%	No Change
RBRK	None	Rubrik, Inc.	Information Technology	$16.3M	8.3%	No Change
TSM	None	Taiwan Semiconductor Manufacturing Company Limited	Information Technology	$11.0M	5.6%	No Change
SNOW	None	Snowflake Inc.	Information Technology	$10.8M	5.5%	No Change
W	None	Wayfair, Inc	Consumer Discretionary	$9.7M	4.9%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$9.3M	4.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Information Technology53.1%

Consumer Discretionary17.8%

Communication Services16.7%

Financials12.3%

Sector	Stocks	Value	Exposure
Information Technology	9	$103.8M	53.1%
Consumer Discretionary	3	$34.8M	17.8%
Communication Services	2	$32.7M	16.7%
Financials	1	$24.1M	12.3%