Octahedron Capital, a growth-focused investment firm, issued its second-quarter 2026 investor letter. In August, the firm posted strong results for both its long-only and long-short strategies, with the former reaching mid-to-high-20% year-to-date returns and the latter in the mid-teens. Although 2026 had a difficult start, with a correlated sell-off in software and internet sectors, the long-only strategy only fell to approximately -15% at its lowest point. Effective risk management...
Octahedron Capital’s Q2 2026 Investor Letter
