Optimus Prime Fund Mingquan Wang
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $766.0M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FROG
|
JFrog Ltd | 120.4M 15.72% | 4.1M | +260.0K ↑6.69% | |
|
NET
|
Cloudflare Inc - Class A | 101.5M 13.25% | 1.3M | +50.0K ↑4.15% | |
|
ESTC
|
Elastic N.V | 88.6M 11.56% | 1.2M | +150.2K ↑14.96% | |
|
SNOW
|
Snowflake Inc - Class A | 82.4M 10.76% | 717.7K | +85.0K ↑13.43% | |
|
CFLT
|
Confluent Inc Class A | 63.0M 8.22% | 3.1M | +90.0K ↑3.00% | |
|
OKTA
|
Okta Inc - Class A | 58.0M 7.57% | 780.0K | -70.0K ↓8.24% | |
|
ZS
|
Zscaler Inc | 53.0M 6.91% | 310.0K | +90.0K ↑40.91% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 41.7M 5.44% | 240.0K | +55.0K ↑29.73% | |
|
BRZE
|
Braze Inc - Class A | 31.2M 4.07% | 965.0K | +130.0K ↑15.57% | |
|
AMPL
|
Amplitude Inc - Class A | 14.2M 1.85% | 1.6M | = | |
|
FRSH
|
Freshworks Inc Class A | 13.5M 1.76% | 1.2M | +120.0K ↑11.32% | |
|
U
|
Unity Software Inc | 13.2M 1.72% | 585.5K | = | |
|
JAMF
|
Jamf Holding Corp | 12.5M 1.63% | 723.0K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 11.6M 1.51% | 70.0K | +70.0K Newly Added | |
|
AMZN
|
Amazon.com Inc. | 11.2M 1.45% | 60.0K | +60.0K Newly Added | |
|
MSFT
|
Microsoft Corporation | 10.8M 1.4% | 25.0K | +25.0K Newly Added | |
|
PD
|
Pagerduty Inc | 10.2M 1.33% | 550.0K | -84.8K ↓13.36% | |
|
LYFT
|
Lyft Inc Cls A | 7.1M 0.93% | 560.0K | +80.0K ↑16.67% | |
|
WDAY
|
Workday Inc - Class A | 6.1M 0.79% | 25.0K | +25.0K Newly Added | |
|
NVDA
|
NVIDIA Corp | 6.1M 0.79% | 50.0K | +50.0K Newly Added | |
|
FIVN
|
Five9 Inc | 5.9M 0.76% | 204.5K | +50.0K ↑32.36% |
Sold Out Positions
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