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 | = |