Optimus Prime Fund Mingquan Wang

Top positions activity

Value History

Quarterly report: Q3 2023

Total portfolio value: $752.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
SNOW
Snowflake Inc - Class A 81.4B 10.82% 532.7K +10.0K ↑1.91%
ESTC
Elastic N.V 77.5B 10.3% 954.0K +80.0K ↑9.15%
AYX
Alteryx Inc - Class A 74.4B 9.89% 2.0M +825.0K ↑71.74%
FROG
JFrog Ltd 72.1B 9.58% 2.8M +225.0K ↑8.60%
OKTA
Okta Inc - Class A 60.7B 8.07% 745.0K +265.0K ↑55.21%
NET
Cloudflare Inc - Class A 54.2B 7.2% 860.0K -654.1K ↓43.20%
TSM
Taiwan Semiconductor Manufacturing - ADR 46.5B 6.18% 535.0K =
HCP
HashiCorp Inc - Class A 43.4B 5.76% 1.9M +575.0K ↑43.40%
CFLT
Confluent Inc Class A 42.6B 5.66% 1.4M +210.1K ↑17.10%
ZM
Zoom Video Communications Inc - Class A 27.9B 3.71% 399.0K =
TWLO
Twilio Inc Class A 23.4B 3.11% 400.0K =
U
Unity Software Inc 18.4B 2.44% 585.5K =
BRZE
Braze Inc - Class A 18.3B 2.43% 392.0K -30.2K ↓7.15%
DDOG
Datadog Inc - Class A 17.5B 2.32% 192.0K +42.0K ↑28.00%
FRSH
Freshworks Inc Class A 17.3B 2.3% 870.0K =
AMPL
Amplitude Inc - Class A 15.3B 2.03% 1.3M +270.0K ↑25.59%
NCNO
Ncino Inc. 14.5B 1.92% 455.0K =
PD
Pagerduty Inc 12.9B 1.71% 575.0K =
SMAR
Smartsheet Inc - Class A 9.1B 1.21% 225.0K +200.0K ↑800.00%
YOU
Clear Secure Inc Class A 7.9B 1.05% 415.0K =
JAMF
Jamf Holding Corp 5.7B 0.76% 325.0K +150.0K ↑85.71%
LYFT
Lyft Inc Cls A 3.8B 0.5% 360.0K =