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Octahedron Capital Management L.P.: YMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Octahedron Capital Management L.P. on YMM, newest first. How the timeline and the estimate are built.

Octahedron Capital Management L.P. held 0 YMM shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -452,000 shares

    13F-HR 0001891904-26-000002 filed by Octahedron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 452,000 shares
    Change vs previous 13F -30,041 shares

    3.33% of the 13F portfolio, value $5,862,440.

    13F-HR 0001891904-25-000011 filed by Octahedron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 482,041 shares
    Change vs previous 13F +233,041 shares

    4.3% of the 13F portfolio, value $5,692,904.

    13F-HR 0001891904-25-000007 filed by Octahedron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 249,000 shares
    Change vs previous 13F -275,000 shares

    2.83% of the 13F portfolio, value $3,179,730.

    13F-HR 0001891904-25-000004 filed by Octahedron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 524,000 shares
    Change vs previous 13F +204,000 shares

    5.38% of the 13F portfolio, value $5,669,680.

    13F-HR 0001891904-25-000003 filed by Octahedron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 320,000 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $2,883,200.

    13F-HR 0001891904-24-000007 filed by Octahedron Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).