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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only.

Institution overview
Positions
234
No filing for Q3 2024
Portfolio value
$133.4M
No filing for Q3 2024
Filed
Feb 13, 2025
SEC

Optimize Financial Inc did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Optimize Financial Inc in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
APPAppLovin CorpCOM CL A11,551$3.74M2.8%––History
TTMITTM Technologies IncCOM96,474$2.39M1.8%––History
CRMSalesforce, Inc.Stock6,988$2.34M1.8%––History
CRWDCrowdStrike Holdings, Inc.Stock6,717$2.30M1.7%––History
WIXWix.com Ltd.SHS10,605$2.28M1.7%––History
GDDYGoDaddy Inc.CL A11,503$2.27M1.7%––History
NVDANVIDIA CorpStock16,829$2.26M1.7%––History
NOWServiceNow, Inc.Stock2,084$2.21M1.7%––History
FFIVF5, Inc.Stock8,648$2.17M1.6%––History
CDNSCadence Design Systems IncStock6,891$2.07M1.6%––History
QLYSQualys, Inc.COM13,931$1.95M1.5%––History
BHEBenchmark Electronics IncCOM42,198$1.92M1.4%––History
DELLDell Technologies Inc.Stock16,226$1.87M1.4%––History
DJTTrump Media & Technology Group Corp.Stock54,676$1.86M1.4%––History
ITRIItron, Inc.COM17,107$1.86M1.4%––History
MSIMotorola Solutions, Inc.Stock3,992$1.85M1.4%––History
PENGPenguin Solutions, Inc.SHS95,966$1.84M1.4%––History
INFNInfinera CorpCOM275,970$1.81M1.4%––History
IBMInternational Business Machines CorpStock8,241$1.81M1.4%––History
INTCIntel CorpStock89,130$1.79M1.3%––History
SNPSSynopsys IncCOM3,676$1.78M1.3%––History
TELTE Connectivity plcStock11,999$1.72M1.3%––History
ROPRoper Technologies IncStock3,016$1.57M1.2%––History
FSLRFirst Solar, Inc.Stock8,332$1.47M1.1%––History
IDCCInterDigital, Inc.COM7,067$1.37M1.0%––History
NFLXNetflix IncStock1,462$1.30M1.0%––History
CRUSCirrus Logic, Inc.Stock13,082$1.30M1.0%––History
DISWalt Disney CoStock11,037$1.23M0.9%––History
ZMZoom Communications, Inc.Stock14,484$1.18M0.9%––History
RNGRingCentral, Inc.CL A33,319$1.17M0.9%––History
METAMeta Platforms, Inc.Stock1,945$1.14M0.9%––History
TMUST-Mobile US, Inc.Stock5,053$1.12M0.8%––History
TAT&T Inc.Stock46,515$1.06M0.8%––History
EATBrinker International, IncStock7,692$1.02M0.8%––History
TSLATesla, Inc.Stock2,517$1.02M0.8%––History
EAElectronic Arts Inc.COM6,761$989.1K0.7%––History
CMCSAComcast CorpStock24,555$921.5K0.7%––History
LUMNLumen Technologies, Inc.Stock160,097$850.1K0.6%––History
UNFIUnited Natural Foods IncCOM30,946$845.1K0.6%––History
WWWWolverine World Wide IncCOM36,290$802.0K0.6%––History
AMCAMC Entertainment Holdings, Inc.CL A NEW198,310$789.3K0.6%––History
RCLRoyal Caribbean Cruises LtdCOM3,386$781.1K0.6%––History
CVNACarvana Co.CL A3,800$772.8K0.6%––History
NCLHNorwegian Cruise Line Holdings Ltd.SHS29,953$770.7K0.6%––History
LULUlululemon athletica inc.Stock1,998$764.1K0.6%––History
ASTSAST SpaceMobile, Inc.COM CL A35,808$755.5K0.6%––History
DECKDeckers Outdoor CorpCOM3,708$753.1K0.6%––History
RLRalph Lauren CorpCL A3,060$706.8K0.5%––History
HBIHanesbrands Inc.COM83,809$682.2K0.5%––History
LVSLas Vegas Sands CorpCOM13,278$682.0K0.5%––History
FIVEFive Below, IncCOM6,412$673.0K0.5%––History
WOOFPetco Health & Wellness Company, Inc.CL A COM173,278$660.2K0.5%––History
MARMarriott International IncStock2,317$646.3K0.5%––History
ACHRArcher Aviation Inc.Stock66,070$644.2K0.5%––History
WHRWhirlpool CorpStock5,410$619.3K0.5%––History
GRMNGarmin LtdSHS2,942$606.8K0.5%––History
DANDANA IncCOM52,117$602.5K0.5%––History
ULTAUlta Beauty, Inc.Stock1,374$597.6K0.4%––History
PVHPVH Corp.COM5,523$584.1K0.4%––History
BURLBurlington Stores, Inc.COM2,036$580.4K0.4%––History
WYNNWynn Resorts LtdCOM6,611$569.6K0.4%––History
COINCoinbase Global, Inc.COM CL A2,249$558.4K0.4%––History
DKSDick's Sporting Goods, Inc.Stock2,434$557.0K0.4%––History
ORLYO Reilly Automotive IncStock468$555.0K0.4%––History
DPZDominos Pizza IncCOM1,295$543.6K0.4%––History
ENREnergizer Holdings, Inc.COM15,316$534.4K0.4%––History
LOWLowes Companies IncStock2,163$533.8K0.4%––History
SIGSignet Jewelers LtdSHS6,591$532.0K0.4%––History
MCDMcDonalds CorpStock1,822$528.2K0.4%––History
YETIYETI Holdings, Inc.COM13,607$524.0K0.4%––History
ETSYEtsy IncCOM9,906$523.9K0.4%––History
PCTPureCycle Technologies, Inc.COM50,491$517.5K0.4%––History
CHDNChurchill Downs IncCOM3,867$516.4K0.4%––History
APOApollo Global Management, Inc.COM3,096$511.3K0.4%––History
ROSTRoss Stores, Inc.COM3,371$509.9K0.4%––History
HAPNHappen, Inc.COM NEW30,672$496.6K0.4%––History
WBAWalgreens Boots Alliance, Inc.COM52,937$493.9K0.4%––History
COSTCostco Wholesale CorpStock535$490.2K0.4%––History
TAPMolson Coors Beverage CoCL B8,486$486.4K0.4%––History
CHDChurch & Dwight Co IncCOM4,528$474.1K0.4%––History
BZHBeazer Homes USA IncCOM NEW17,154$471.0K0.4%––History
APTVAptiv PLCStock7,730$467.5K0.4%––History
GPCGenuine Parts CoStock3,949$461.1K0.3%––History
LEALear CorpCOM NEW4,786$453.2K0.3%––History
CROXCrocs, Inc.COM4,108$449.9K0.3%––History
XYZBlock, Inc.CL A5,244$445.7K0.3%––History
LNWOLight & Wonder, Inc.COM5,032$434.7K0.3%––History
STZConstellation Brands, Inc.Stock1,903$420.6K0.3%––History
ARESAres Management CorpCL A COM STK2,336$413.5K0.3%––History
ODPODP CorpCOM18,041$410.3K0.3%––History
PEPPepsiCo IncStock2,685$408.3K0.3%––History
KKRKKR & Co. Inc.COM2,760$408.2K0.3%––History
FISVFiserv IncStock1,969$404.5K0.3%––History
DOLEDole plcORD SHS29,862$404.3K0.3%––History
CLColgate Palmolive CoStock4,403$400.3K0.3%––History
GSGoldman Sachs Group IncStock695$398.0K0.3%––History
MELIMercadolibre IncCOM234$397.9K0.3%––History
AMPAmeriprise Financial IncCOM742$395.1K0.3%––History
BLKBlackRock, Inc.Stock383$392.6K0.3%––History
NATLNCR Atleos CorpCOM SHS11,535$391.3K0.3%––History