Long-term investor
Optimize Financial Inc. @optimizefinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002033266).
Record
- Tracked since 2025-06-30 (479 days), 793 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +19.7% · 1 year +29.3% · all +29.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SNDK · 4.3% · long · since 2026-03-31
- PENG · 4.2% · long · since 2025-09-30
- MU · 3.1% · long · since 2025-09-30
- AMD · 3.0% · long · since 2025-06-30
- STX · 2.7% · long · since 2026-03-31
- WDC · 2.6% · long · since 2026-03-31
- KLAC · 2.3% · long · since 2025-09-30
- AMAT · 2.2% · long · since 2025-06-30
- 512807306 · 2.2% · long · since 2026-03-31
- TTMI · 2.1% · long · since 2025-06-30
- 55405Y100 · 1.8% · long · since 2026-03-31
- TER · 1.8% · long · since 2026-03-31