MondegarAI
Optimize Financial Inc

Q4 2024 · 13F-HR

Optimize Financial Incholdings as filed

Filed 2025-02-13 · accession 0002033266-25-000001

$133.4M
Reported value
234
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03831W108APPAPPLOVIN CORP$3.7M2.80%11,551CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$2.4M1.79%96,474CommonSOLE
79466L302CRMSALESFORCE INC$2.3M1.75%6,988CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M1.72%6,717CommonSOLE
M98068105WIXWIX COM LTD$2.3M1.71%10,605CommonSOLE
380237107GDDYGODADDY INC$2.3M1.70%11,503CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M1.69%16,829CommonSOLE
81762P102NOWSERVICENOW INC$2.2M1.66%2,084CommonSOLE
315616102FFIVF5 INC$2.2M1.63%8,648CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.1M1.55%6,891CommonSOLE
74758T303QLYSQUALYS INC$2.0M1.46%13,931CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$1.9M1.44%42,198CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.9M1.40%16,226CommonSOLE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$1.9M1.40%54,676CommonSOLE
465741106ITRIITRON INC$1.9M1.39%17,107CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.8M1.38%3,992CommonSOLE
G8232Y101PENGUIN SOLUTIONS INC$1.8M1.38%95,966CommonSOLE
45667G103INFNEURINFINERA CORP$1.8M1.36%275,970CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M1.36%8,241CommonSOLE
458140100INTCINTEL CORP$1.8M1.34%89,130CommonSOLE
871607107SNPSSYNOPSYS INC$1.8M1.34%3,676CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.7M1.29%11,999CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.6M1.18%3,016CommonSOLE
336433107FSLRFIRST SOLAR INC$1.5M1.10%8,332CommonSOLE
45867G101IDCCINTERDIGITAL INC$1.4M1.03%7,067CommonSOLE
64110L106NFLXNETFLIX INC$1.3M0.98%1,462CommonSOLE
172755100CRUSCIRRUS LOGIC INC$1.3M0.98%13,082CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.92%11,037CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.2M0.89%14,484CommonSOLE
76680R206RNGRINGCENTRAL INC$1.2M0.87%33,319CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M0.85%1,945CommonSOLE
872590104TMUST-MOBILE US INC$1.1M0.84%5,053CommonSOLE
00206R102TAT&T INC$1.1M0.79%46,515CommonSOLE
109641100EATBRINKER INTL INC$1.0M0.76%7,692CommonSOLE
88160R101TSLATESLA INC$1.0M0.76%2,517CommonSOLE
285512109EAELECTRONIC ARTS INC$989,1340.74%6,761CommonSOLE
20030N101CMCSACOMCAST CORP NEW$921,5490.69%24,555CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$850,1150.64%160,097CommonSOLE
911163103UNFIUNITED NAT FOODS INC$845,1350.63%30,946CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$802,0090.60%36,290CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$789,2740.59%198,310CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$781,1160.59%3,386CommonSOLE
146869102CVNACARVANA CO$772,7680.58%3,800CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$770,6910.58%29,953CommonSOLE
550021109LULULULULEMON ATHLETICA INC$764,0550.57%1,998CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$755,5490.57%35,808CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$753,0580.56%3,708CommonSOLE
751212101RLRALPH LAUREN CORP$706,7990.53%3,060CommonSOLE
410345102HN9HANESBRANDS INC$682,2050.51%83,809CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$681,9580.51%13,278CommonSOLE
33829M101FIVEFIVE BELOW INC$673,0040.50%6,412CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$660,1890.49%173,278CommonSOLE
571903202MARMARRIOTT INTL INC NEW$646,3040.48%2,317CommonSOLE
03945R102ACHRARCHER AVIATION INC$644,1830.48%66,070CommonSOLE
963320106WHRWHIRLPOOL CORP$619,3370.46%5,410CommonSOLE
H2906T109GRMNGARMIN LTD$606,8170.45%2,942CommonSOLE
235825205DANDANA INC$602,4730.45%52,117CommonSOLE
90384S303ULTAULTA BEAUTY INC$597,5940.45%1,374CommonSOLE
693656100PVHPVH CORPORATION$584,0570.44%5,523CommonSOLE
122017106BURLBURLINGTON STORES INC$580,3820.43%2,036CommonSOLE
983134107WYNNWYNN RESORTS LTD$569,6040.43%6,611CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$558,4270.42%2,249CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$556,9970.42%2,434CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$554,9540.42%468CommonSOLE
25754A201DPZDOMINOS PIZZA INC$543,5890.41%1,295CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$534,3750.40%15,316CommonSOLE
548661107LOWLOWES COS INC$533,8280.40%2,163CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$531,9600.40%6,591CommonSOLE
580135101MCDMCDONALDS CORP$528,1800.40%1,822CommonSOLE
98585X104YETIYETI HLDGS INC$524,0060.39%13,607CommonSOLE
29786A106ETSYETSY INC$523,9280.39%9,906CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$517,5330.39%50,491CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$516,3990.39%3,867CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$511,3350.38%3,096CommonSOLE
778296103ROSTROSS STORES INC$509,9310.38%3,371CommonSOLE
52603A208LCLENDINGCLUB CORP$496,5800.37%30,672CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$493,9020.37%52,937CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$490,2040.37%535CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$486,4180.36%8,486CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$474,1270.36%4,528CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$471,0490.35%17,154CommonSOLE
G3265R107APTVAPTIV PLC$467,5100.35%7,730CommonSOLE
372460105GPCGENUINE PARTS CO$461,0850.35%3,949CommonSOLE
521865204LEALEAR CORP$453,2340.34%4,786CommonSOLE
227046109CROXCROCS INC$449,9490.34%4,108CommonSOLE
852234103XYZBLOCK INC$445,6880.33%5,244CommonSOLE
80874P109LNWOLIGHT & WONDER INC$434,6640.33%5,032CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$420,5630.32%1,903CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$413,5420.31%2,336CommonSOLE
88337F105ODP1THE ODP CORP$410,2520.31%18,041CommonSOLE
713448108PEPPEPSICO INC$408,2810.31%2,685CommonSOLE
48251W104KKRKKR & CO INC$408,2320.31%2,760CommonSOLE
337738108FISVFISERV INC$404,4720.30%1,969CommonSOLE
G27907107DOLEDOLE PLC$404,3310.30%29,862CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$400,2770.30%4,403CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$397,9710.30%695CommonSOLE
58733R102MELIMERCADOLIBRE INC$397,9030.30%234CommonSOLE
03076C106AMPAMERIPRISE FINL INC$395,0630.30%742CommonSOLE
09290D101BLKBLACKROCK INC$392,6170.29%383CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$391,2670.29%11,535CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$380,0440.28%7,911CommonSOLE
92826C839VVISA INC$377,0360.28%1,193CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$370,9350.28%3,280CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$370,8410.28%4,120CommonSOLE
04621X108AIZASSURANT INC$369,9370.28%1,735CommonSOLE
05465C100AXAXOS FINANCIAL INC$369,0870.28%5,284CommonSOLE
126650100CVSCVS HEALTH CORP$366,2130.27%8,158CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$362,6480.27%1,604CommonSOLE
H11356104BGBUNGE GLOBAL SA$360,1840.27%4,632CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$359,9130.27%1,149CommonSOLE
62482R10707WAMR COOPER GROUP INC$359,3650.27%3,743CommonSOLE
55354G100MSCIMSCI INC$357,6060.27%596CommonSOLE
219948106CPAYCORPAY INC$357,0330.27%1,055CommonSOLE
172062101CINFCINCINNATI FINL CORP$354,5080.27%2,467CommonSOLE
N00985106AERAERCAP HOLDINGS NV$353,8990.27%3,698CommonSOLE
744320102PRUPRUDENTIAL FINL INC$349,6640.26%2,950CommonSOLE
37940X102GPNGLOBAL PMTS INC$345,8170.26%3,086CommonSOLE
05464C101AXONAXON ENTERPRISE INC$345,3000.26%581CommonSOLE
12572Q105CMECME GROUP INC$338,1270.25%1,456CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$337,0460.25%3,604CommonSOLE
16115Q308GTLSCHART INDS INC$335,6880.25%1,759CommonSOLE
615369105MCOMOODYS CORP$331,8320.25%701CommonSOLE
53566V106LINELINEAGE INC$329,9250.25%5,633CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$329,4690.25%2,900CommonSOLE
115236101BROBROWN & BROWN INC$328,6060.25%3,221CommonSOLE
78409V104SPGIS&P GLOBAL INC$325,7120.24%654CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$322,0550.24%12,062CommonSOLE
743315103PGRPROGRESSIVE CORP$321,5570.24%1,342CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$321,4630.24%1,292CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$320,9220.24%1,891CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$319,2510.24%17,609CommonSOLE
129500104CALCALERES INC$318,1260.24%13,736CommonSOLE
74319R101PRGPROG HOLDINGS INC$315,4710.24%7,465CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$310,2390.23%2,082CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$308,9270.23%1,581CommonSOLE
H1467J104CBCHUBB LIMITED$308,9030.23%1,118CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$307,0860.23%2,807CommonSOLE
70931T103PMTPENNYMAC MTG INVT TR$305,9500.23%24,301CommonSOLE
477143101JBLUJETBLUE AWYS CORP$305,9350.23%38,923CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$304,2210.23%1,806CommonSOLE
256163106DOCUDOCUSIGN INC$299,9500.22%3,335CommonSOLE
247361702DALDELTA AIR LINES INC DEL$299,3540.22%4,948CommonSOLE
368036109GATOS SILVER INC$294,6150.22%21,074CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$282,0980.21%1,248CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$279,9710.21%10,435CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$279,6360.21%3,028CommonSOLE
N14506104ESTCELASTIC N V$278,8110.21%2,814CommonSOLE
546347105LPXLOUISIANA PAC CORP$277,5140.21%2,680CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$277,0060.21%12,902CommonSOLE
199908104FIXCOMFORT SYS USA INC$275,6390.21%650CommonSOLE
830879102SKYWSKYWEST INC$273,4550.20%2,731CommonSOLE
53946R106LDILOANDEPOT INC$272,2320.20%133,447CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$271,9950.20%1,327CommonSOLE
63938C108NAVINAVIENT CORPORATION$269,8140.20%20,302CommonSOLE
705573103PEGAPEGASYSTEMS INC$267,9570.20%2,876CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$267,8880.20%1,343CommonSOLE
929160109VMCVULCAN MATLS CO$267,2620.20%1,039CommonSOLE
42226A107HQYHEALTHEQUITY INC$265,9730.20%2,772CommonSOLE
18914F103CLOVCLOVER HEALTH INVESTMENTS CO$265,3210.20%84,229CommonSOLE
29084Q100EMEEMCOR GROUP INC$265,0780.20%584CommonSOLE
983793100XPOXPO INC$264,7920.20%2,019CommonSOLE
G6964L206PSFEPAYSAFE LIMITED$257,6630.19%15,068CommonSOLE
45784P101PODDINSULET CORP$255,8490.19%980CommonSOLE
70975L107PENPENUMBRA INC$255,7660.19%1,077CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$252,9500.19%2,054CommonSOLE
7495271071RGREV GROUP INC$252,1870.19%7,913CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$250,3410.19%1,834CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$249,3000.19%5,895CommonSOLE
45337C102INCYINCYTE CORP$247,9610.19%3,590CommonSOLE
26969P108EXPEAGLE MATLS INC$247,0070.19%1,001CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$246,3710.18%477CommonSOLE
G7S00T104PNRPENTAIR PLC$243,1460.18%2,416CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$243,0620.18%1,015CommonSOLE
929740108WABWABTEC$242,2960.18%1,278CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$241,1460.18%462CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$240,7570.18%735CommonSOLE
438516106HONHONEYWELL INTL INC$236,2810.18%1,046CommonSOLE
398433102GFFGRIFFON CORP$235,7610.18%3,308CommonSOLE
368736104GNRCGENERAC HLDGS INC$232,4200.17%1,499CommonSOLE
443510607HUBBHUBBELL INC$232,0650.17%554CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$231,9080.17%8,336CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$231,8780.17%1,969CommonSOLE
277432100EMNEASTMAN CHEM CO$231,8610.17%2,539CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$231,4920.17%681CommonSOLE
278865100ECLECOLAB INC$230,5710.17%984CommonSOLE
693718108PCARPACCAR INC$229,4680.17%2,206CommonSOLE
G29183103ETNEATON CORP PLC$228,6580.17%689CommonSOLE
701094104PHPARKER-HANNIFIN CORP$227,0630.17%357CommonSOLE
149123101CATCATERPILLAR INC$226,3620.17%624CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$225,4650.17%639CommonSOLE
05368V106AVNTAVIENT CORPORATION$223,2590.17%5,464CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$221,9790.17%601CommonSOLE
724479100PBIPITNEY BOWES INC$221,9640.17%30,658CommonSOLE
901109108TPCTUTOR PERINI CORP$221,3330.17%9,146CommonSOLE
78709Y105SAIASAIA INC$221,0290.17%485CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$220,2460.17%815CommonSOLE
863667101SYKSTRYKER CORPORATION$219,9910.16%611CommonSOLE
23918K108DVADAVITA INC$219,6890.16%1,469CommonSOLE
55345K10337MMRC GLOBAL INC$218,6270.16%17,107CommonSOLE
G54950103LINLINDE PLC$218,5460.16%522CommonSOLE
980745103WWDWOODWARD INC$217,8440.16%1,309CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$217,3890.16%1,441CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$214,5860.16%13,420CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$212,7390.16%2,014CommonSOLE
911363109URIUNITED RENTALS INC$212,0360.16%301CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$211,2790.16%1,127CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$209,0130.16%1,719CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$208,2250.16%756CommonSOLE
98138H101WDAYWORKDAY INC$207,9720.16%806CommonSOLE
G5509L101LIVNLIVANOVA PLC$207,9320.16%4,490CommonSOLE
71880K101PHINPHINIA INC$205,7820.15%4,272CommonSOLE
31428X106FDXFEDEX CORP$203,6830.15%724CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$202,6270.15%4,473CommonSOLE
85256A109STGWSTAGWELL INC$202,3680.15%30,755CommonSOLE
282559103ETNBGBP89BIO INC$201,7250.15%25,796CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$196,2200.15%15,487CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$188,8010.14%19,832CommonSOLE
83601L102SHCSOTERA HEALTH CO$184,7350.14%13,504CommonSOLE
690732102ACHOWENS & MINOR INC NEW$183,9210.14%14,072CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$157,8170.12%11,647CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$157,4510.12%20,186CommonSOLE
91325V108UNITI GROUP INC$155,5290.12%28,278CommonSOLE
68622V106OGNORGANON & CO$153,9150.12%10,316CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$152,1490.11%11,509CommonSOLE
65342K105NEXTNEXTDECADE CORP$151,5250.11%19,653CommonSOLE
30212W100AGNTEXP WORLD HLDGS INC$148,1220.11%12,869CommonSOLE
415864107NVRIENVIRI CORP$146,0380.11%18,966CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$143,8380.11%10,223CommonSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$143,1760.11%11,755CommonSOLE
65158N102NMRKNEWMARK GROUP INC$131,9560.10%10,301CommonSOLE
75737F108RDFNREDFIN CORP$122,1820.09%15,525CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$112,6320.08%22,392CommonSOLE
50127T109KURAKURA ONCOLOGY INC$99,7030.07%11,447CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$69,8910.05%42,878CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.