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Octahedron Capital Touts Carvana Turnaround, Confirms Meta and Amazon as Top Holdings

Insider Monkey Read original source (opens in a new tab)
The Story

News Summary

  • Octahedron Capital released its Q2 2026 investor letter, highlighting strong fund performance driven by tech rebounds.
  • The letter outlines an extensive turnaround thesis for top holding Carvana Co., while noting Amazon and Meta also remain among the fund's top five portfolio holdings.
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