§ 13F · FUND PROFILE
Optimize Financial Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $192M (13F)Positions · 323Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$110M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HOLDINGS INC W I | 5K | $3M | 1.7% | −49% |
| 2 | SNDK | SANDISK CORP COM | 5K | $3M | 1.7% | NEW |
| 3 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD | 8K | $3M | 1.5% | NEW |
| 4 | TTMI | TTM TECHNOLOGIES | 32K | $3M | 1.5% | NEW |
| 5 | WDC | WESTERN DIGITAL CORP COM | 11K | $3M | 1.5% | NEW |
| 6 | KLAC | KLA CORPORATION | 2K | $3M | 1.5% | +35% |
| 7 | TER | TERADYNE INC | 10K | $3M | 1.5% | NEW |
| 8 | AAPL | APPLE INC COM | 12K | $3M | 1.5% | +1031% |
| 9 | LRCX | LAM RESEARCH CORP | 14K | $3M | 1.5% | NEW |
| 10 | MTSI | MACOM TECHNOLOGY SOLUTIONS H | 14K | $3M | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPTIMIZE SIGNAL
AC read
Optimize Financial Inc is a Other fund managing $192 million in assets. The fund runs a broad portfolio of 323 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed