EdgeMarket › What Optimus Prime Fund Management Co., Ltd. reported owning

What Optimus Prime Fund Management Co., Ltd. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.0B

Positions

27

Quarter

2026-03-31

Shown below

27
largest by value
holdingvalue% of booksharesprice1y
FROG
JFrog Ltd
220.6M21.3%4.7M92.13+106.3%
GOOGL
Alphabet Inc.
144.5M13.9%502.5K344.82+73.0%
SNOW
Snowflake Inc.
140.6M13.5%932.2K332.78+70.8%
AMZN
AMAZON COM INC
87.5M8.4%420.0K258.63+15.6%
OKTA
Okta, Inc.
71.6M6.9%910.0K135.14+48.5%
ESTC
Elastic N.V.
61.2M5.9%1.2M85.94+11.5%
BRZE
Braze, Inc.
44.6M4.3%1.9M31.06+23.1%
NFLX
NETFLIX INC
38.5M3.7%400.0K79.59-34.4%
ORCL
ORACLE CORP
37.5M3.6%255.1K146.47-37.7%
TEAM
Atlassian Corp
25.8M2.5%377.5K171.81+3.2%
MNDY
monday.com Ltd.
24.8M2.4%359.5K90.73-47.7%
YELP
YELP INC
21.0M2.0%850.0K23.46-24.4%
NOW
ServiceNow, Inc.
18.9M1.8%180.3K128.48-27.8%
ZS
Zscaler, Inc.
14.6M1.4%104.0K181.75-33.6%
WDAY
Workday, Inc.
13.6M1.3%105.0K200.01-12.1%
PATH
UiPath, Inc.
13.1M1.3%1.2M16.39+49.5%
U
Unity Software Inc.
12.8M1.2%585.5K46.93+30.9%
AMPL
Amplitude, Inc.
10.8M1.0%1.6M13.29+22.4%
FRSH
Freshworks Inc.
9.0M0.9%1.1M12.98-1.0%
LYFT
Lyft, Inc.
7.4M0.7%560.0K17.47+12.2%
MQ
Marqeta, Inc.
4.8M0.5%1.2M16.36-31.6%
DDOG
Datadog, Inc.
4.7M0.5%40.1K235.62+83.4%
PD
PagerDuty, Inc.
3.4M0.3%550.0K12.32-23.1%
S
SentinelOne, Inc.
2.4M0.2%190.0K21.19+26.6%
FIVN
Five9, Inc.
2.3M0.2%154.5K32.75+27.2%
GTLB
Gitlab Inc.
1.2M0.1%57.0K41.67-4.6%
API
Agora, Inc.
393.8K0.0%111.2K4.36+25.6%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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