Optimus Prime Fund Mingquan Wang
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $1.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FROG
|
JFrog Ltd | 206.3M 20.6% | 4.7M | = | |
|
SNOW
|
Snowflake Inc - Class A | 162.8M 16.26% | 727.7K | = | |
|
CFLT
|
Confluent Inc Class A | 126.4M 12.62% | 5.1M | +770.0K ↑17.91% | |
|
ESTC
|
Elastic N.V | 103.2M 10.31% | 1.2M | +55.0K ↑4.70% | |
|
OKTA
|
Okta Inc - Class A | 81.5M 8.13% | 815.0K | +5.0K ↑0.62% | |
|
GOOGL
|
Alphabet Inc - Class A | 79.3M 7.92% | 450.0K | +213.0K ↑89.87% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 54.4M 5.43% | 240.0K | = | |
|
BRZE
|
Braze Inc - Class A | 43.3M 4.32% | 1.5M | +360.0K ↑30.51% | |
|
MDB
|
MongoDB Inc - Class A | 27.3M 2.72% | 130.0K | = | |
|
WDAY
|
Workday Inc - Class A | 25.2M 2.51% | 105.0K | +40.0K ↑61.54% | |
|
AMPL
|
Amplitude Inc - Class A | 19.6M 1.95% | 1.6M | = | |
|
FRSH
|
Freshworks Inc Class A | 16.7M 1.66% | 1.1M | = | |
|
U
|
Unity Software Inc | 14.2M 1.41% | 585.5K | = | |
|
LYFT
|
Lyft Inc Cls A | 8.8M 0.88% | 560.0K | = | |
|
PD
|
Pagerduty Inc | 8.4M 0.83% | 550.0K | = | |
|
JAMF
|
Jamf Holding Corp | 6.9M 0.68% | 723.0K | = |
Sold Out Positions
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