§ 13F · FUND PROFILE
OPTIMIZE FINANCIAL INC..
AUM · $278M (13F)Positions · 294Turnover · n/a · Q2Filed · Aug 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 5K | $12M | 4.3% | ±0% |
| 2 | PENG | PENGUIN SOLUTIONS INC | 153K | $12M | 4.2% | ±0% |
| 3 | MU | MICRON TECHNOLOGY INC | 8K | $9M | 3.1% | ±0% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 15K | $8M | 3.0% | ±0% |
| 5 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 8K | $8M | 2.7% | ±0% |
| 6 | WDC | WESTERN DIGITAL CORP | 11K | $7M | 2.6% | ±0% |
| 7 | KLAC | KLA CORP | 21K | $6M | 2.3% | +897% |
| 8 | AMAT | APPLIED MATLS INC | 9K | $6M | 2.2% | ±0% |
| 9 | LRCX | LAM RESEARCH CORP | 14K | $6M | 2.2% | ±0% |
| 10 | TTMI | TTM TECHNOLOGIES INC | 32K | $6M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPTIMIZE SIGNAL
AC read
OPTIMIZE FINANCIAL INC. is a Other fund managing $278 million in assets. The fund runs a broad portfolio of 294 positions.
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