Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Optimize Financial Inc (CIK 2033266) reported $203.3M across 295 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNDK ($3.4M, 1.66%), LITE ($3.4M, 1.66%), STX ($3.1M, 1.53%), TTMI ($3.1M, 1.53%), WDC ($3.1M, 1.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP COM | $3.4M | 1.66% | 5,314 | New |
| 2 | LITE | LUMENTUM HOLDINGS INC W I | $3.4M | 1.66% | 4,806 | Trimmed |
| 3 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD | $3.1M | 1.53% | 7,943 | New |
| 4 | TTMI | TTM TECHNOLOGIES | $3.1M | 1.53% | 31,877 | New |
| 5 | WDC | WESTERN DIGITAL CORP COM | $3.1M | 1.52% | 11,426 | New |
| 6 | KLAC | KLA CORPORATION | $3.1M | 1.51% | 2,084 | Added |
| 7 | TER | TERADYNE INC | $3.0M | 1.50% | 10,263 | New |
| 8 | MTSI | MACOM TECHNOLOGY SOLUTIONS H | $3.0M | 1.48% | 13,504 | New |
| 9 | LRCX | LAM RESEARCH CORP | $3.0M | 1.48% | 14,058 | New |
| 10 | AAPL | APPLE INC COM | $3.0M | 1.48% | 11,861 | Added |
| 11 | FN | FABRINET | $3.0M | 1.47% | 5,725 | New |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 1.46% | 14,563 | Added |
| 13 | AMAT | APPLIED MATERIALS INC | $2.9M | 1.45% | 8,629 | Added |
| 14 | FSLR | FIRST SOLAR INC | $2.9M | 1.44% | 14,810 | New |
| 15 | KEYS | KEYSIGHT TECHNOLOGIES INC | $2.9M | 1.43% | 10,286 | New |
| 16 | ARW | ARROW ELECTRS INC | $2.9M | 1.43% | 20,254 | Added |
| 17 | TEL | TE CONNECTIVITY PLC COM | $2.8M | 1.40% | 13,613 | New |
| 18 | COHR | COHERENT CORP | $2.8M | 1.39% | 11,888 | New |
| 19 | ADI | ANALOG DEVICES INC | $2.8M | 1.39% | 8,873 | Added |
| 20 | QRVO | QORVO INC | $2.8M | 1.37% | 36,094 | Added |
| 21 | NVDA | NVIDIA CORP COM | $2.7M | 1.35% | 15,759 | Added |
| 22 | PENG | PENGUIN SOLUTIONS INC | $2.7M | 1.33% | 153,470 | Added |
| 23 | APH | AMPHENOL CORP CL A | $2.7M | 1.32% | 21,250 | New |
| 24 | MSI | MOTOROLA SOLUTIONS INC | $2.6M | 1.30% | 6,082 | Added |
| 25 | IBM | INTERNATIONAL BUS MACH CORP COM | $2.6M | 1.29% | 10,826 | Added |
Source: SEC Form 13F filings · as of 2026-03-31