§ 13F · FUND PROFILE
Optimize Financial Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163.4T (13F)Positions · 231Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$471.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PAL | PROFICIENT AUTO LOGISTICS IN | 373K | $3.6T | 1.8% | −19% |
| 2 | WBD | WARNER BROS DISCOVERY INC SERIES A | 124K | $3.6T | 1.8% | +1% |
| 3 | LITE | LUMENTUM HOLDINGS INC W I | 9K | $3.5T | 1.7% | +1% |
| 4 | MU | MICRON TECHNOLOGY INC | 11K | $3.1T | 1.5% | +1% |
| 5 | AMAT | APPLIED MATERIALS INC | 9K | $2.2T | 1.1% | +1% |
| 6 | MKSI | MKS INC | 13K | $2.1T | 1.1% | +1% |
| 7 | APP | APPLOVIN CORP COM CL A | 3K | $2.1T | 1.0% | +1% |
| 8 | TDC | TERADATA CORP | 67K | $2.0T | 1.0% | +1% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 9K | $2.0T | 1.0% | +1% |
| 10 | TWLO | TWILIO INC A | 14K | $2.0T | 1.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPTIMIZE SIGNAL
AC read
Optimize Financial Inc is a Other fund managing $163434.1 trillion in assets. The fund runs a broad portfolio of 231 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed