Optimus Prime Fund Management as of March 31, 2025
Portfolio Holdings for Optimus Prime Fund Management
Optimus Prime Fund Management holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jfrog Ord Shs (FROG) | 17.2 | $150M | 4.7M | 32.00 | |
| Snowflake Cl A (SNOW) | 12.1 | $106M | 728k | 146.16 | |
| Elastic N V Ord Shs (ESTC) | 11.9 | $104M | 1.2M | 89.10 | |
| Confluent Class A Com (CFLT) | 11.5 | $101M | 4.3M | 23.44 | |
| Okta Cl A (OKTA) | 9.7 | $85M | 810k | 105.22 | |
| Zscaler Incorporated (ZS) | 7.3 | $64M | 320k | 198.42 | |
| Braze Com Cl A (BRZE) | 4.9 | $43M | 1.2M | 36.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.6 | $40M | 240k | 166.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $37M | 237k | 154.64 | |
| Microsoft Corporation (MSFT) | 2.8 | $24M | 65k | 375.39 | |
| Mongodb Cl A (MDB) | 2.6 | $23M | 130k | 175.40 | |
| Amplitude Com Cl A (AMPL) | 1.8 | $16M | 1.6M | 10.19 | |
| Freshworks Class A Com (FRSH) | 1.8 | $16M | 1.1M | 14.11 | |
| Workday Cl A (WDAY) | 1.7 | $15M | 65k | 233.53 | |
| Unity Software (U) | 1.3 | $12M | 586k | 19.59 | |
| Pagerduty (PD) | 1.1 | $10M | 550k | 18.27 | |
| Jamf Hldg Corp (JAMF) | 1.0 | $8.8M | 723k | 12.15 | |
| Lyft Cl A Com (LYFT) | 0.8 | $6.6M | 560k | 11.87 | |
| Five9 (FIVN) | 0.5 | $4.2M | 155k | 27.15 | |
| Advanced Micro Devices (AMD) | 0.4 | $3.6M | 35k | 102.74 | |
| Marqeta Class A Com (MQ) | 0.4 | $3.1M | 745k | 4.12 | |
| Uipath Cl A (PATH) | 0.3 | $2.6M | 255k | 10.30 | |
| Ye Cl A (YELP) | 0.1 | $759k | 21k | 37.03 | |
| Agora Ads (API) | 0.1 | $447k | 111k | 4.02 |
