Optimus Prime Fund Management Co., Ltd.
Net seller this quarter
$1.35B
26
-$106M
86.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FROG | $363M | 26.83% | 3.24% | -15.1% | Q4 2020 |
 SNOW | $265M | 19.57% | 0.30% | +11.5% | Q2 2021 |
 OKTA | $124M | 9.19% | Not reported | Not reported | Q3 2019 |
 AMZN | $100M | 7.41% | 0.00% | Not reported | Q4 2018 |
 GOOGL | $86.7M | 6.41% | 0.00% | -51.7% | Q4 2018 |
 ESTC | $69.8M | 5.17% | 1.18% | Not reported | Q2 2019 |
 TEAM | $44.6M | 3.30% | Not reported | +51.8% | Q4 2019 |
 BRZE | $43.6M | 3.23% | 1.78% | +6.4% | Q1 2022 |
 NOW | $41.7M | 3.09% | 0.04% | +133.1% | Q4 2019 |
 ZS | $33.9M | 2.51% | 0.15% | +130.9% | Q2 2019 |
 ORCL | $33.7M | 2.50% | 0.01% | -9.8% | Q4 2018 |
 MNDY | $31.4M | 2.33% | 0.85% | +20.8% | Q2 2022 |
 YELP | $20.8M | 1.54% | 1.55% | Not reported | Q2 2019 |
 U | $16.7M | 1.24% | 0.13% | Not reported | Q1 2022 |
 WDAY | $12.9M | 0.95% | 0.05% | Not reported | Q3 2019 |
 PATH | $12.8M | 0.95% | Not reported | Not reported | Q2 2021 |
 AMPL | $12.1M | 0.89% | Not reported | Not reported | Q1 2022 |
 FRSH | $11.3M | 0.84% | 0.73% | Not reported | Q1 2022 |
 LYFT | $8.18M | 0.61% | 0.15% | Not reported | Q3 2019 |
 PD | $5.31M | 0.39% | 0.71% | Not reported | Q4 2019 |
 MQ | $4.79M | 0.35% | Not reported | Not reported | Q3 2021 |
 FIVN | $3.29M | 0.24% | 0.21% | Not reported | Q1 2022 |
 S | $3.22M | 0.24% | Not reported | Not reported | Q4 2025 |
 GTLB | $1.74M | 0.13% | Not reported | Not reported | Q2 2024 |
 KVYO | $906K | 0.07% | Not reported | New | Q2 2026 |
 API | $444K | 0.03% | 0.03% | Not reported | Q4 2020 |
| Q1 2026 | |||||
| FROG | $221M | 21.26% | 3.88% | Not reported | Q4 2020 |
| GOOGL | $144M | 13.92% | 0.00% | -22.0% | Q4 2018 |
| SNOW | $141M | 13.55% | 0.27% | +28.1% | Q2 2021 |
| AMZN | $87.5M | 8.43% | 0.00% | +61.5% | Q4 2018 |
| OKTA | $71.6M | 6.90% | Not reported | Not reported | Q3 2019 |
| ESTC | $61.2M | 5.90% | 1.18% | Not reported | Q2 2019 |
| BRZE | $44.6M | 4.30% | 1.67% | +6.2% | Q1 2022 |
 NFLX | $38.5M | 3.71% | 0.01% | Not reported | Q4 2018 |
| ORCL | $37.5M | 3.62% | 0.01% | +1175.5% | Q4 2018 |
| TEAM | $25.8M | 2.48% | Not reported | +371.9% | Q4 2019 |
| MNDY | $24.8M | 2.39% | 0.70% | +413.6% | Q2 2022 |
| YELP | $21M | 2.03% | 1.52% | Not reported | Q2 2019 |
| NOW | $18.9M | 1.82% | 0.02% | Not reported | Q4 2019 |
| ZS | $14.6M | 1.41% | 0.06% | Not reported | Q2 2019 |
| WDAY | $13.6M | 1.31% | 0.05% | Not reported | Q3 2019 |
| PATH | $13.1M | 1.26% | Not reported | Not reported | Q2 2021 |
| U | $12.8M | 1.24% | 0.13% | Not reported | Q1 2022 |
| AMPL | $10.8M | 1.04% | Not reported | Not reported | Q1 2022 |
| FRSH | $8.99M | 0.87% | 0.73% | Not reported | Q1 2022 |
| LYFT | $7.45M | 0.72% | 0.14% | Not reported | Q3 2019 |
| MQ | $4.81M | 0.46% | Not reported | +18.0% | Q3 2021 |
 DDOG | $4.73M | 0.46% | 0.05% | Not reported | Q3 2021 |
| PD | $3.42M | 0.33% | 0.65% | Not reported | Q4 2019 |
| S | $2.45M | 0.24% | Not reported | +35.7% | Q4 2025 |
| FIVN | $2.34M | 0.23% | 0.20% | Not reported | Q1 2022 |
| GTLB | $1.23M | 0.12% | Not reported | Not reported | Q2 2024 |
| API | $394K | 0.04% | 0.03% | Not reported | Q4 2020 |
| Q4 2025 | |||||
| FROG | $294M | 23.66% | 3.93% | Not reported | Q4 2020 |
| GOOGL | $202M | 16.26% | 0.01% | +0.7% | Q4 2018 |
| SNOW | $160M | 12.86% | 0.21% | Not reported | Q2 2021 |
| ESTC | $92.4M | 7.44% | 1.16% | Not reported | Q2 2019 |
| OKTA | $78.7M | 6.34% | Not reported | Not reported | Q3 2019 |
 TSM | $72.9M | 5.88% | 0.00% | Not reported | Q2 2020 |
| BRZE | $61M | 4.92% | 8.31% | Not reported | Q1 2022 |
| AMZN | $60M | 4.84% | 0.00% | Not reported | Q4 2018 |
| NFLX | $37.5M | 3.02% | 0.01% | Not reported | Q4 2018 |
| U | $25.9M | 2.08% | 0.14% | Not reported | Q1 2022 |
| YELP | $25.8M | 2.08% | 1.42% | Not reported | Q2 2019 |
| WDAY | $22.6M | 1.82% | 0.05% | Not reported | Q3 2019 |
| PATH | $19.3M | 1.56% | Not reported | Not reported | Q2 2021 |
| AMPL | $18.3M | 1.47% | Not reported | Not reported | Q1 2022 |
| FRSH | $13.7M | 1.11% | 0.73% | Not reported | Q1 2022 |
| TEAM | $13M | 1.05% | Not reported | +100.0% | Q4 2019 |
| LYFT | $10.8M | 0.87% | 0.14% | Not reported | Q3 2019 |
| MNDY | $10.3M | 0.83% | 0.14% | Not reported | Q2 2022 |
| PD | $7.21M | 0.58% | 0.60% | Not reported | Q4 2019 |
| MQ | $4.75M | 0.38% | Not reported | +34.2% | Q3 2021 |
| ORCL | $3.9M | 0.31% | 0.00% | Not reported | Q4 2018 |
| FIVN | $3.1M | 0.25% | 0.20% | Not reported | Q1 2022 |
| GTLB | $2.14M | 0.17% | Not reported | Not reported | Q2 2024 |
| S | $2.1M | 0.17% | Not reported | New | Q4 2025 |
| API | $453K | 0.04% | 0.03% | Not reported | Q4 2020 |
| Q3 2025 | |||||
| FROG | $222M | 19.71% | 3.97% | Not reported | Q4 2020 |
| SNOW | $164M | 14.54% | 0.21% | Not reported | Q2 2021 |
| GOOGL | $156M | 13.78% | 0.01% | +42.2% | Q4 2018 |
| CFLT | $117M | 10.38% | 5.41% | +16.8% | Q1 2022 |
| ESTC | $103M | 9.16% | 1.15% | Not reported | Q2 2019 |
| OKTA | $83.4M | 7.39% | Not reported | +11.7% | Q3 2019 |
| TSM | $67M | 5.94% | 0.00% | Not reported | Q2 2020 |
| BRZE | $50.6M | 4.48% | 8.31% | +15.6% | Q1 2022 |
| YELP | $26.5M | 2.35% | 1.37% | +553.9% | Q2 2019 |
| WDAY | $25.3M | 2.24% | 0.05% | Not reported | Q3 2019 |
| U | $23.4M | 2.08% | 0.14% | Not reported | Q1 2022 |
| AMPL | $16.9M | 1.50% | Not reported | Not reported | Q1 2022 |
| PATH | $15.8M | 1.40% | Not reported | +337.0% | Q2 2021 |
| FRSH | $13.2M | 1.17% | 0.73% | Not reported | Q1 2022 |
| LYFT | $12.3M | 1.09% | 1.56% | Not reported | Q3 2019 |
| PD | $9.09M | 0.80% | 0.59% | Not reported | Q4 2019 |
| JAMF | $7.74M | 0.69% | 0.54% | Not reported | Q3 2021 |
| TEAM | $6.39M | 0.57% | Not reported | Not reported | Q4 2019 |
| MQ | $3.93M | 0.35% | Not reported | Not reported | Q3 2021 |
| FIVN | $3.74M | 0.33% | 0.20% | Not reported | Q1 2022 |
| API | $425K | 0.04% | 0.03% | Not reported | Q4 2020 |