Optimus Prime Fund Mingquan Wang
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $933.8M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FROG
|
JFrog Ltd | 137.1M 14.67% | 4.7M | +513.3K ↑12.38% | |
|
ESTC
|
Elastic N.V | 115.8M 12.4% | 1.2M | +15.0K ↑1.30% | |
|
SNOW
|
Snowflake Inc - Class A | 112.4M 12.03% | 727.7K | +10.0K ↑1.39% | |
|
NET
|
Cloudflare Inc - Class A | 91.0M 9.74% | 845.0K | -410.0K ↓32.67% | |
|
CFLT
|
Confluent Inc Class A | 90.6M 9.7% | 3.2M | +150.0K ↑4.85% | |
|
OKTA
|
Okta Inc - Class A | 63.8M 6.83% | 810.0K | +30.0K ↑3.85% | |
|
ZS
|
Zscaler Inc | 57.7M 6.18% | 320.0K | +10.0K ↑3.23% | |
|
BRZE
|
Braze Inc - Class A | 49.4M 5.29% | 1.2M | +215.0K ↑22.28% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 47.4M 5.07% | 240.0K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 40.7M 4.35% | 215.0K | +145.0K ↑207.14% | |
|
MSFT
|
Microsoft Corporation | 23.2M 2.48% | 55.0K | +30.0K ↑120.00% | |
|
FRSH
|
Freshworks Inc Class A | 18.1M 1.93% | 1.1M | -60.0K ↓5.08% | |
|
WDAY
|
Workday Inc - Class A | 16.8M 1.79% | 65.0K | +40.0K ↑160.00% | |
|
AMPL
|
Amplitude Inc - Class A | 16.7M 1.78% | 1.6M | = | |
|
U
|
Unity Software Inc | 13.2M 1.4% | 585.5K | = | |
|
JAMF
|
Jamf Holding Corp | 10.2M 1.08% | 723.0K | = | |
|
PD
|
Pagerduty Inc | 10.0M 1.07% | 550.0K | = | |
|
LYFT
|
Lyft Inc Cls A | 7.2M 0.77% | 560.0K | = | |
|
FIVN
|
Five9 Inc | 6.3M 0.67% | 154.5K | -50.0K ↓24.45% |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|
|
|
|
|
|
|