Optimus Prime Fund Mingquan Wang
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $849.2M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FROG
|
JFrog Ltd | 146.0M 17.19% | 3.9M | +235.0K ↑6.43% | |
|
ESTC
|
Elastic N.V | 114.4M 13.46% | 1.0M | = | |
|
NET
|
Cloudflare Inc - Class A | 99.8M 11.75% | 1.2M | = | |
|
CFLT
|
Confluent Inc Class A | 88.6M 10.43% | 3.0M | = | |
|
SNOW
|
Snowflake Inc - Class A | 85.5M 10.06% | 632.7K | +60.0K ↑10.48% | |
|
OKTA
|
Okta Inc - Class A | 79.6M 9.36% | 850.0K | +50.0K ↑6.25% | |
|
ZS
|
Zscaler Inc | 42.3M 4.97% | 220.0K | +140.0K ↑175.00% | |
|
BRZE
|
Braze Inc - Class A | 32.4M 3.81% | 835.0K | +450.0K ↑116.88% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 32.2M 3.78% | 185.0K | -300.0K ↓61.86% | |
|
ZM
|
Zoom Video Communications Inc - Class A | 23.6M 2.78% | 399.0K | = | |
|
PD
|
Pagerduty Inc | 14.6M 1.71% | 634.8K | -155.2K ↓19.64% | |
|
AMPL
|
Amplitude Inc - Class A | 14.1M 1.65% | 1.6M | = | |
|
FRSH
|
Freshworks Inc Class A | 13.5M 1.58% | 1.1M | +90.0K ↑9.28% | |
|
YOU
|
Clear Secure Inc Class A | 13.2M 1.55% | 705.0K | +140.0K ↑24.78% | |
|
JAMF
|
Jamf Holding Corp | 11.9M 1.4% | 723.0K | -97.0K ↓11.83% | |
|
U
|
Unity Software Inc | 9.5M 1.12% | 585.5K | = | |
|
FIVN
|
Five9 Inc | 6.8M 0.8% | 154.5K | +154.5K Newly Added | |
|
LYFT
|
Lyft Inc Cls A | 6.8M 0.79% | 480.0K | +120.0K ↑33.33% |
Sold Out Positions
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