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§ 13F · FUND PROFILE

Optiver Holding B.V..

Options market maker, high-frequency
AUM · $250608.9T (13F)Positions · 2707Turnover · 80% · Q4Filed · Feb 17, 2026
BIG MOVE · Q4
Automobiles cut 0pp. Semiconductors lifted 1pp.
CONCENTRATION
70%
Top 10 holdings
NEW BUYS
+477
+$1076.9T deployed
EXITS
0
No exits
SECTOR SHIFT
AUTOMOBILES → SEMICONDUCTORS
-0pp · +1pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026
#TickerNameShares$ value% portΔ Q4
1SPYSPDR S&P 500 ETF TR80.14M$54651.0T20.3%−12%
2SPYSPDR S&P 500 ETF TR62.09M$42337.6T15.7%−1%
3QQQINVESCO QQQ TR41.38M$25417.9T9.5%−4%
4QQQINVESCO QQQ TR39.83M$24468.0T9.1%+7%
5ISHARES TR37.18M$9152.4T3.4%−11%
6GLDSPDR GOLD TR22.13M$8771.2T3.3%+38%
7TSLATESLA INC15.10M$6788.6T2.5%+9%
8ISHARES TR23.99M$5904.7T2.2%+7%
9NVDANVIDIA CORPORATION30.96M$5773.7T2.1%+3%
10TSLATESLA INC10.69M$4806.7T1.8%−15%
§ 02 · SECTOR ALLOCATION

Where the money is

Semiconductors9.1% (+1pp)
Automobiles4.4% (±0)
Media3.7% (+1pp)
Technology3.6% (±0)
Other3.1% (+1pp)
Financial Services1.7%
§ 03 · THE OPTIVER SIGNAL

AC read

Optiver Holding B.V. is a Systematic / Quant fund managing $250608892.2 trillion in assets. The fund runs a massive portfolio of 2,707 positions, moderate concentration, with the top 10 positions making up 70% of the portfolio. Trading activity is aggressive at 80% quarterly turnover, with 477 new positions and 0 exits last quarter. Top sector allocations: Semiconductors (9%), Automobiles (4%), Media (4%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Busy quarter
+477 buys · 0 exits · 1532 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed