Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Optimus Prime Fund Management Co., Ltd. (CIK 1732539) reported $1.04B across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FROG ($220.6M, 21.26%), GOOGL ($144.5M, 13.92%), SNOW ($140.6M, 13.55%), AMZN ($87.5M, 8.43%), OKTA ($71.6M, 6.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FROG | JFROG LTD | $220.6M | 21.26% | 4.7M | Hold |
| 2 | GOOGL | ALPHABET INC | $144.5M | 13.92% | 502,490 | Trimmed |
| 3 | SNOW | SNOWFLAKE INC | $140.6M | 13.55% | 932,200 | Added |
| 4 | AMZN | AMAZON COM INC | $87.5M | 8.43% | 420,000 | Added |
| 5 | OKTA | OKTA INC | $71.6M | 6.90% | 910,000 | Hold |
| 6 | ESTC | ELASTIC N V | $61.2M | 5.90% | 1.2M | Hold |
| 7 | BRZE | BRAZE INC | $44.6M | 4.30% | 1.9M | Added |
| 8 | NFLX | NETFLIX INC. | $38.5M | 3.71% | 400,000 | Hold |
| 9 | ORCL | ORACLE CORP | $37.5M | 3.62% | 255,100 | Added |
| 10 | TEAM | ATLASSIAN CORPORATION | $25.8M | 2.48% | 377,500 | Added |
| 11 | MNDY | MONDAY COM LTD | $24.8M | 2.39% | 359,500 | Added |
| 12 | YELP | YELP INC | $21.0M | 2.03% | 850,000 | Hold |
| 13 | NOW | SERVICENOW INC | $18.9M | 1.82% | 180,300 | New |
| 14 | ZS | ZSCALER INC | $14.6M | 1.41% | 104,000 | New |
| 15 | WDAY | WORKDAY INC | $13.6M | 1.31% | 105,000 | Hold |
| 16 | PATH | UIPATH INC | $13.1M | 1.26% | 1.2M | Hold |
| 17 | U | UNITY SOFTWARE INC | $12.8M | 1.24% | 585,500 | Hold |
| 18 | AMPL | AMPLITUDE INC | $10.8M | 1.04% | 1.6M | Hold |
| 19 | FRSH | FRESHWORKS INC | $9.0M | 0.87% | 1.1M | Hold |
| 20 | LYFT | LYFT INC | $7.4M | 0.72% | 560,000 | Hold |
| 21 | MQ | MARQETA INC | $4.8M | 0.46% | 1.2M | Added |
| 22 | DDOG | DATADOG INC | $4.7M | 0.46% | 40,100 | New |
| 23 | PD | PAGERDUTY INC | $3.4M | 0.33% | 550,000 | Hold |
| 24 | S | SENTINELONE INC | $2.4M | 0.24% | 190,000 | Added |
| 25 | FIVN | FIVE9 INC | $2.3M | 0.23% | 154,500 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31