Fund HoldingsOptimize Financial Inc

Total Portfolio Value
$163.43M
Total Bought
$5.93M
Total Sold
$26.82M
Net Transaction
-$20.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PROFICIENT AUTO LOGISTICS IN0306,466+306,46602,2251.36%+2,225
TTM TECHNOLOGIES INC(TTMI)081,549+81,54903,3292.04%+3,329
AST SPACEMOBILE INC(ASTS)41,48441,188-2969431,9251.18%+981
COMMSCOPE HLDG CO INC(VISN)321,961319,663-2,2981,7102,6471.62%+937
ASTERA LABS INC(ALAB)28,78528,581-2041,7182,5841.58%+867
NVIDIA CORPORATION(NVDA)016,674+16,67402,6341.61%+2,634
CROWDSTRIKE HLDGS INC(CRWD)05,173+5,17302,6351.61%+2,635
ADVANCED MICRO DEVICES INC(AMD)19,10218,966-1361,9632,6911.65%+729
AXCELIS TECHNOLOGIES INC32,25132,021-2301,6022,2321.37%+630
DELL TECHNOLOGIES INC(DELL)019,386+19,38602,3771.45%+2,377
NETFLIX INC(NFLX)01,404+1,40401,8801.15%+1,880
FIRST SOLAR INC(FSLR)14,72414,620-1041,8622,4201.48%+559
SEMTECH CORP(SMTC)52,45452,080-3741,8042,3511.44%+546
SPOTIFY TECHNOLOGY S A(SPOT)2,4582,442-161,3521,8741.15%+522
SERVICENOW INC(NOW)02,067+2,06702,1251.30%+2,125
FIVE BELOW INC(FIVE)08,252+8,25201,0820.66%+1,082
ITRON INC(ITRI)017,446+17,44602,2961.41%+2,296
APPLIED MATLS INC12,20912,123-861,7722,2191.36%+448
CARVANA CO(CVNA)03,509+3,50901,1820.72%+1,182
OKLO INC(OKLO)07,784+7,78404360.27%+436
CADENCE DESIGN SYSTEM INC(CDNS)07,674+7,67402,3651.45%+2,365
APPLOVIN CORP(APP)04,510+4,51001,5790.97%+1,579
TUTOR PERINI CORP(TPC)07,883+7,88303690.23%+369
VERTIV HOLDINGS CO(VRT)02,748+2,74803530.22%+353
SYNOPSYS INC(SNPS)04,181+4,18102,1441.31%+2,144
PALO ALTO NETWORKS INC(PANW)10,27610,204-721,7532,0881.28%+335
META PLATFORMS INC(META)2,1332,119-141,2291,5640.96%+335
ROYAL CARIBBEAN GROUP
COM
03,124+3,12409780.60%+978
TE CONNECTIVITY PLC(TEL)012,387+12,38702,0891.28%+2,089
COINBASE GLOBAL INC(COIN)01,760+1,76006170.38%+617
DISNEY WALT CO(DIS)012,516+12,51601,5520.95%+1,552
SIGNET JEWELERS LIMITED
SHS
14,41614,314-1028371,1390.70%+302
PEGASYSTEMS INC(PEGA)05,564+5,56403010.18%+301
VERISIGN INC7,6517,597-541,9422,1941.34%+252
GRAIL INC(GRAL)04,726+4,72602430.15%+243
TENET HEALTHCARE CORP(THC)01,325+1,32502330.14%+233
PENGUIN SOLUTIONS INC0100,393+100,39301,9891.22%+1,989
APOGEE THERAPEUTICS INC(APGE)05,284+5,28402290.14%+229
QUALYS INC(QLYS)014,048+14,04802,0071.23%+2,007
CARDINAL HEALTH INC(CAH)01,316+1,31602210.14%+221
CHART INDS INC(GTLS)01,339+1,33902200.13%+220
TEMPUS AI INC(TEM)03,409+3,40902170.13%+217
CARPENTER TECHNOLOGY CORP(CRS)0768+76802120.13%+212
WOLVERINE WORLD WIDE INC(WWW)050,676+50,67609160.56%+916
AKERO THERAPEUTICS INC03,920+3,92002090.13%+209
IDEXX LABS INC(IDXX)0387+38702080.13%+208
INSULET CORP(PODD)0640+64002010.12%+201
ULTA BEAUTY INC(ULTA)2,0312,017-147449440.58%+199
WEBTOON ENTMT INC(WBTN)147,637146,583-1,0541,1321,3310.81%+199
CHEESECAKE FACTORY INC(CAKE)14,33714,235-1026988920.55%+194
DANA INC(DAN)049,419+49,41908480.52%+848
NRG ENERGY INC(NRG)2,6892,671-182574290.26%+172
F5 INC(FFIV)06,574+6,57401,9351.18%+1,935
AUTOLIV INC(ALV)7,2327,182-506408040.49%+164
GE VERNOVA INC(GEV)724720-42213810.23%+160
MERCADOLIBRE INC(MELI)0238+23806220.38%+622
RALPH LAUREN CORP(RL)02,864+2,86407860.48%+786
BRINKER INTL INC(EAT)04,798+4,79808650.53%+865
ELECTRONIC ARTS INC(EA)10,16010,088-721,4681,6110.99%+143
TESLA INC(TSLA)02,679+2,67908510.52%+851
COMFORT SYS USA INC(FIX)0657+65703520.22%+352
CONSTELLATION ENERGY CORP(CEG)1,1551,147-82333700.23%+137
DYCOM INDS INC(DY)1,4371,427-102193490.21%+130
LUMEN TECHNOLOGIES INC(LUMN)278,527276,539-1,9881,0921,2110.74%+119
PURECYCLE TECHNOLOGIES INC(PCT)016,827+16,82702310.14%+231
QUANTA SVCS INC906900-62303400.21%+110
ONESTREAM INC
CL A
16,08515,971-1143434520.28%+109
INTERDIGITAL INC(IDCC)06,746+6,74601,5130.93%+1,513
ARCHER AVIATION INC(ACHR)028,223+28,22303060.19%+306
GOLDMAN SACHS GROUP INC(GS)0643+64304550.28%+455
MR COOPER GROUP INC03,394+3,39405060.31%+506
AMAZON COM INC(AMZN)3,4983,474-246667620.47%+97
EMCOR GROUP INC(EME)0573+57303060.19%+306
FLUOR CORP NEW(FLR)6,0165,974-422153060.19%+91
APTIV PLC(APTV)10,79810,722-766427310.45%+89
MARRIOTT INTL INC NEW(MAR)02,601+2,60107110.43%+711
BLOCK INC(XYZ)06,266+6,26604260.26%+426
WHIRLPOOL CORP(WHR)07,703+7,70307810.48%+781
WYNN RESORTS LTD(WYNN)7,9277,871-566627370.45%+75
SIRIUSPOINT LTD(SPNT)25,22425,044-1804365110.31%+75
WOODWARD INC(WWD)01,205+1,20502950.18%+295
A10 NETWORKS INC23,70023,70003874590.28%+71
LAS VEGAS SANDS CORP(LVS)015,380+15,38006690.41%+669
CIRRUS LOGIC INC(CRUS)17,48417,360-1241,7421,8101.11%+67
UL SOLUTIONS INC(ULS)4,1304,102-282332990.18%+66
BRIGHTVIEW HLDGS INC(BV)017,554+17,55402920.18%+292
AXOS FINANCIAL INC(AX)05,824+5,82404430.27%+443
AMERICAN EXPRESS CO(AXP)1,3341,326-83594230.26%+64
NANO NUCLEAR ENERGY INC(NNE)8,1928,134-582172810.17%+64
TRANE TECHNOLOGIES PLC(TT)0641+64102800.17%+280
LIGHT & WONDER INC(LNWO)6,7216,673-485826420.39%+60
INTUIT(INTU)355353-22182780.17%+60
LENDINGCLUB CORP(HAPN)032,396+32,39603900.24%+390
KKR & CO INC(KKR)03,117+3,11704150.25%+415
AERCAP HOLDINGS NV(AER)03,665+3,66504290.26%+429
BOEING CO(BA)1,3691,361-82332850.17%+52
89BIO INC019,988+19,98801960.12%+196
BREAD FINANCIAL HOLDINGS INC7,4077,355-523714200.26%+49
ABERCROMBIE & FITCH CO8,2768,218-586326810.42%+49
TEREX CORP NEW(TEX)5,6055,565-402122600.16%+48
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