Position in BRZE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,622,900
-$16,413,300 QoQ
Shares Held
1,890,000
+6.2% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
4.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRZE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Optimus Prime Fund Management Co., Ltd. holds $598,737,963 across 15 Software - Application names. BRZE ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FROG |
JFrog Ltd
|
4,700,931 | $220,614,691 | |
| 2 | SNOW |
Snowflake Inc.
|
932,200 | $140,594,404 | |
| 3 | ESTC |
Elastic N.V.
|
1,224,200 | $61,197,758 | |
| 4 | BRZE |
Braze, Inc.
This page
|
1,890,000 | $44,622,900 | |
| 5 | TEAM |
Atlassian Corp
|
377,500 | $25,764,375 | |
| 6 | MNDY |
monday.com Ltd.
|
359,500 | $24,845,045 | |
| 7 | NOW |
ServiceNow, Inc.
|
180,300 | $18,850,365 | |
| 8 | WDAY |
Workday, Inc.
|
105,000 | $13,641,600 |
All Filings in BRZE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,622,900 | 1,890,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,036,200 | 1,780,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,623,200 | 1,780,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,274,000 | 1,540,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,574,400 | 1,180,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,418,400 | 1,180,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,208,100 | 965,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,431,400 | 835,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,055,500 | 385,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,939,000 | 300,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,318,160 | 392,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,487,481 | 422,185 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,578,524 | 624,198 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,028,121 | 624,198 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,202,016 | 264,198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,571,893 | 264,198 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,491,691 | 84,198 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||