Optimus Prime Fund Management Co., Ltd.
GRAND CAYMAN E9 · SEC CIK 0001732539
$13.51亿2026Q2 申报市值
26持仓数
86.7%前十大占比 · 第一大 26.8%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNOW 加仓+$2,725.70万
NOW 加仓+$2,382.72万
ZS 加仓+$1,921.05万
TEAM 加仓+$1,520.79万
MNDY 加仓+$540.03万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$9,291.62万
FROG 减仓-$6,460.94万
NFLX 清仓-$3,846.00万
DDOG 清仓-$473.38万
ORCL 减仓-$366.38万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FROG | JFROG LTD | $3.63亿 | 26.83% | 3,990,000 | -710,931 | -15.1% | -$6,460.94万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2.65亿 | 19.57% | 1,039,300 | 107,100 | 11.5% | $2,725.70万 | 加仓 |
| OKTA | OKTA INC | $1.24亿 | 9.19% | 910,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1.00亿 | 7.41% | 420,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $8,665.87万 | 6.41% | 242,490 | -260,000 | -51.7% | -$9,291.62万 | 减仓 |
| ESTC | ELASTIC N V | $6,980.39万 | 5.17% | 1,224,200 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $4,457.37万 | 3.30% | 573,000 | 195,500 | 51.8% | $1,520.79万 | 加仓 |
| BRZE | BRAZE INC | $4,359.69万 | 3.23% | 2,010,000 | 120,000 | 6.3% | $260.28万 | 加仓 |
| NOW | SERVICENOW INC | $4,172.74万 | 3.09% | 420,300 | 240,000 | 133.1% | $2,382.72万 | 加仓 |
| ZS | ZSCALER INC | $3,389.01万 | 2.51% | 240,100 | 136,100 | 130.9% | $1,921.05万 | 加仓 |
| ORCL | ORACLE CORP | $3,372.12万 | 2.50% | 230,100 | -25,000 | -9.8% | -$366.38万 | 减仓 |
| MNDY | MONDAY COM LTD | $3,142.45万 | 2.33% | 434,100 | 74,600 | 20.8% | $540.03万 | 加仓 |
| YELP | YELP INC | $2,084.20万 | 1.54% | 850,000 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $1,673.36万 | 1.24% | 585,500 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1,285.41万 | 0.95% | 105,000 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $1,282.66万 | 0.95% | 1,180,000 | 0 | 0.0% | — | 不变 |
| AMPL | AMPLITUDE INC | $1,208.78万 | 0.89% | 1,580,100 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $1,133.44万 | 0.84% | 1,120,000 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $818.16万 | 0.61% | 560,000 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $530.75万 | 0.39% | 550,000 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $479.08万 | 0.35% | 1,180,000 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $329.39万 | 0.24% | 154,500 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $322.43万 | 0.24% | 190,000 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $174.02万 | 0.13% | 57,000 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $90.60万 | 0.07% | 60,000 | 60,000 | — | $90.60万 | 新建仓 |
| — | AGORA INC | $44.38万 | 0.03% | 111,234 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -400,000 | -100.0% | -$3,846.00万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -40,100 | -100.0% | -$473.38万 | 清仓 |