Optimus Prime Fund Management Co., Ltd.
- SEC CIK
- 0001732539
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 9, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 37
- +2 vs. Q1 2021
- Portfolio value
- $1.47B
- +$367.4M (+33.2%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 199,150 | $159.3M | 10.8% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 431,200 | $105.3M | 7.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 828,000 | $99.5M | 6.8% | +400,000+93.5% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,014,600 | $95.3M | 6.5% | +500,000+97.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 241,800 | $65.5M | 4.4% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 94,495 | $64.2M | 4.4% | +20,000+26.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 168,500 | $58.6M | 4.0% | −20,000−10.6% | Reduced | History |
| OKTAOkta, Inc. | CL A | 235,000 | $57.5M | 3.9% | +110,000+88.0% | Added | History |
| QCOMQualcomm Inc | Stock | 389,494 | $55.7M | 3.8% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 183,400 | $53.5M | 3.6% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 95,900 | $52.7M | 3.6% | +20,000+26.4% | Added | History |
| ADBEAdobe Inc. | Stock | 87,300 | $51.1M | 3.5% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 212,000 | $50.6M | 3.4% | +10,000+5.0% | Added | History |
| TWLOTwilio Inc | CL A | 125,000 | $49.3M | 3.3% | +70,000+127.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 14,200 | $48.9M | 3.3% | −14,000−49.6% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 314,000 | $45.8M | 3.1% | +40,000+14.6% | Added | History |
| FROGJFrog Ltd | Stock | 902,588 | $41.1M | 2.8% | +190,000+26.7% | Added | History |
| SNOWSnowflake Inc. | Stock | 130,000 | $31.4M | 2.1% | +130,000 | New | History |
| NETCloudflare, Inc. | CL A COM | 276,645 | $29.3M | 2.0% | 00.0% | Unchanged | History |
| NCNOnCino, Inc. | COM | 480,000 | $28.8M | 2.0% | +40,000+9.1% | Added | History |
| DOCUDocuSign, Inc. | Stock | 102,000 | $28.5M | 1.9% | −20,000−16.4% | Reduced | History |
| AAPLApple Inc. | Stock | 195,000 | $26.7M | 1.8% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 45,000 | $23.8M | 1.6% | 00.0% | Unchanged | History |
| QRVOQorvo, Inc. | Stock | 119,500 | $23.4M | 1.6% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 78,700 | $20.2M | 1.4% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 44,300 | $16.0M | 1.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 10,200 | $14.9M | 1.0% | +2,000+24.4% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 60,000 | $13.6M | 0.9% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 60,000 | $13.0M | 0.9% | +20,000+50.0% | Added | History |
| ZMZoom Communications, Inc. | Stock | 30,000 | $11.6M | 0.8% | +30,000 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 45,000 | $11.3M | 0.8% | +15,000+50.0% | Added | History |
| PATHUiPath, Inc. | Stock | 150,640 | $10.2M | 0.7% | +150,640 | New | History |
| APIAgora, Inc. | ADS | 121,234 | $5.09M | 0.3% | 00.0% | Unchanged | History |
| XMQualtrics International Inc. | COM CL A | 115,000 | $4.40M | 0.3% | +115,000 | New | History |
| DISWalt Disney Co | Stock | 30,286 | $3.15M | 0.2% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 10,000 | $2.76M | 0.2% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 10,000 | $1.37M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.