Optimus Prime Fund Mingquan Wang
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $1.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FROG
|
JFrog Ltd | 161.5M 16.12% | 3.7M | +480.0K ↑15.13% | |
|
NET
|
Cloudflare Inc - Class A | 116.7M 11.64% | 1.2M | +275.0K ↑29.57% | |
|
ESTC
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Elastic N.V | 100.6M 10.04% | 1.0M | = | |
|
HCP
|
HashiCorp Inc - Class A | 99.7M 9.95% | 3.7M | +850.0K ↑29.83% | |
|
SNOW
|
Snowflake Inc - Class A | 92.5M 9.24% | 572.7K | +40.0K ↑7.51% | |
|
CFLT
|
Confluent Inc Class A | 91.6M 9.14% | 3.0M | +1.4M ↑86.00% | |
|
OKTA
|
Okta Inc - Class A | 83.7M 8.35% | 800.0K | +270.0K ↑50.94% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 66.0M 6.58% | 485.0K | -50.0K ↓9.35% | |
|
ZM
|
Zoom Video Communications Inc - Class A | 26.1M 2.6% | 399.0K | = | |
|
PD
|
Pagerduty Inc | 17.9M 1.78% | 790.0K | +135.0K ↑20.61% | |
|
FRSH
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Freshworks Inc Class A | 17.7M 1.76% | 970.0K | +100.0K ↑11.49% | |
|
AMPL
|
Amplitude Inc - Class A | 17.2M 1.71% | 1.6M | +65.0K ↑4.29% | |
|
BRZE
|
Braze Inc - Class A | 17.1M 1.7% | 385.0K | +85.0K ↑28.33% | |
|
U
|
Unity Software Inc | 15.6M 1.56% | 585.5K | = | |
|
ZS
|
Zscaler Inc | 15.4M 1.53% | 80.0K | +80.0K Newly Added | |
|
JAMF
|
Jamf Holding Corp | 15.0M 1.5% | 820.0K | +115.0K ↑16.31% | |
|
SMAR
|
Smartsheet Inc - Class A | 14.5M 1.44% | 375.7K | +95.7K ↑34.18% | |
|
YOU
|
Clear Secure Inc Class A | 12.0M 1.19% | 565.0K | +150.0K ↑36.14% | |
|
LYFT
|
Lyft Inc Cls A | 7.0M 0.69% | 360.0K | = | |
|
CRWD
|
Crowdstrike Holdings Inc - Class A | 6.4M 0.64% | 20.0K | +20.0K Newly Added |
Sold Out Positions
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