MondegarAI
Optimize Financial Inc

Q1 2025 · 13F-HR/A

Optimize Financial Incholdings as filed

Filed 2025-05-19 · accession 0002033266-25-000003

$137.9M
Reported value
219
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
458140100INTCINTEL CORP$2.1M1.52%92,177CommonSOLE
037833100AAPLAPPLE INC$2.0M1.44%8,913CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.0M1.42%7,728CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.0M1.42%19,102CommonSOLE
92343E102VRSNVERISIGN INC$1.9M1.41%7,651CommonSOLE
380237107GDDYGODADDY INC$1.9M1.38%10,588CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.9M1.37%4,320CommonSOLE
336433107FSLRFIRST SOLAR INC$1.9M1.35%14,724CommonSOLE
465741106ITRIITRON INC$1.8M1.33%17,570CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.8M1.33%5,209CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.8M1.33%3,107CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.8M1.32%16,792CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.8M1.32%22,604CommonSOLE
871607107SNPSSYNOPSYS INC$1.8M1.31%4,211CommonSOLE
816850101SMTCSEMTECH CORP$1.8M1.31%52,454CommonSOLE
74758T303QLYSQUALYS INC$1.8M1.29%14,148CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.8M1.29%19,524CommonSOLE
038222105AMATAPPLIED MATLS INC$1.8M1.28%12,209CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.8M1.28%16,862CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.8M1.28%12,475CommonSOLE
315616102FFIVF5 INC$1.8M1.28%6,620CommonSOLE
G8232Y101PENGUIN SOLUTIONS INC$1.8M1.27%101,115CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.8M1.27%10,276CommonSOLE
79466L302CRMSALESFORCE INC$1.8M1.27%6,523CommonSOLE
172755100CRUSCIRRUS LOGIC INC$1.7M1.26%17,484CommonSOLE
04626A103ALABASTERA LABS INC$1.7M1.25%28,785CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$1.7M1.24%321,961CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$1.7M1.22%82,135CommonSOLE
81762P102NOWSERVICENOW INC$1.7M1.20%2,081CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$1.6M1.16%32,251CommonSOLE
285512109EAELECTRONIC ARTS INC$1.5M1.06%10,160CommonSOLE
00206R102TAT&T INC$1.5M1.06%51,568CommonSOLE
45867G101IDCCINTERDIGITAL INC$1.4M1.02%6,794CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.4M1.01%37,858CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.4M0.98%2,458CommonSOLE
64110L106NFLXNETFLIX INC$1.3M0.96%1,414CommonSOLE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$1.3M0.91%64,346CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.91%12,660CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.89%2,133CommonSOLE
03831W108APPAPPLOVIN CORP$1.2M0.87%4,542CommonSOLE
94845U105WBTNWEBTOON ENTMT INC$1.1M0.82%147,637CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$1.1M0.79%278,527CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$943,3460.68%41,484CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$836,9930.61%14,416CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$761,6430.55%27,848CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$757,8350.55%529CommonSOLE
227046109CROXCROCS INC$756,9940.55%7,128CommonSOLE
90384S303ULTAULTA BEAUTY INC$744,4430.54%2,031CommonSOLE
146869102CVNACARVANA CO$738,6800.54%3,533CommonSOLE
109641100EATBRINKER INTL INC$720,2100.52%4,832CommonSOLE
122017106BURLBURLINGTON STORES INC$717,3730.52%3,010CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$712,0340.52%78,852CommonSOLE
88160R101TSLATESLA INC$710,6170.52%2,742CommonSOLE
580135101MCDMCDONALDS CORP$710,0170.51%2,273CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$704,8620.51%51,040CommonSOLE
963320106WHRWHIRLPOOL CORP$699,1380.51%7,757CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$697,6380.51%14,337CommonSOLE
29786A106ETSYETSY INC$696,1880.50%14,756CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$692,2990.50%6,233CommonSOLE
98585X104YETIYETI HLDGS INC$691,1280.50%20,880CommonSOLE
H2906T109GRMNGARMIN LTD$690,2560.50%3,179CommonSOLE
410345102HN9HANESBRANDS INC$686,7450.50%119,020CommonSOLE
548661107LOWLOWES COS INC$680,0990.49%2,916CommonSOLE
25754A201DPZDOMINOS PIZZA INC$677,2290.49%1,474CommonSOLE
023135106AMZNAMAZON COM INC$665,5290.48%3,498CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$664,7450.48%3,298CommonSOLE
235825205DANDANA INC$663,4740.48%49,773CommonSOLE
983134107WYNNWYNN RESORTS LTD$661,9050.48%7,927CommonSOLE
778296103ROSTROSS STORES INC$659,0130.48%5,157CommonSOLE
693656100PVHPVH CORPORATION$652,7990.47%10,099CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$646,3140.47%3,146CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$642,5540.47%33,890CommonSOLE
G3265R107APTVAPTIV PLC$642,4810.47%10,798CommonSOLE
052800109ALVAUTOLIV INC$639,6700.46%7,232CommonSOLE
751212101RLRALPH LAUREN CORP$636,6140.46%2,884CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$632,0380.46%8,276CommonSOLE
571903202MARMARRIOTT INTL INC NEW$623,8460.45%2,619CommonSOLE
33829M101FIVEFIVE BELOW INC$622,6270.45%8,310CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$604,7800.44%5,409CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$598,3790.43%15,490CommonSOLE
80874P109LNWOLIGHT & WONDER INC$582,1060.42%6,721CommonSOLE
550021109LULULULULEMON ATHLETICA INC$578,2920.42%2,043CommonSOLE
H11356104BGBUNGE GLOBAL SA$513,0840.37%6,714CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$500,1140.36%44,773CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$493,3020.36%2,688CommonSOLE
126650100CVSCVS HEALTH CORP$490,9170.36%7,246CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$483,5070.35%16,160CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$480,3860.35%7,892CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$480,1190.35%5,124CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$473,0570.34%4,297CommonSOLE
G27907107DOLEDOLE PLC$471,6050.34%32,637CommonSOLE
911163103UNFIUNITED NAT FOODS INC$468,3140.34%17,098CommonSOLE
58733R102MELIMERCADOLIBRE INC$464,3070.34%238CommonSOLE
713448108PEPPEPSICO INC$459,1160.33%3,062CommonSOLE
53566V106LINELINEAGE INC$454,8520.33%7,758CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$436,1230.32%25,224CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$436,0050.32%461CommonSOLE
87612E106TGTTARGET CORP$430,5890.31%4,126CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$413,6610.30%1,912CommonSOLE
62482R10707WAMR COOPER GROUP INC$408,7930.30%3,418CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$404,8810.29%4,423CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$400,9180.29%24,748CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$400,1850.29%15,170CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$395,7810.29%1,749CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$392,8390.28%13,435CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$392,2240.28%3,170CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$391,7410.28%4,073CommonSOLE
115236101BROBROWN & BROWN INC$390,2430.28%3,137CommonSOLE
020002101ALLALLSTATE CORP$389,4990.28%1,881CommonSOLE
96208T104WEXWEX INC$389,2530.28%2,479CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$389,1130.28%6,710CommonSOLE
172062101CINFCINCINNATI FINL CORP$387,6170.28%2,624CommonSOLE
002121101ATENA10 NETWORKS INC$387,2580.28%23,700CommonSOLE
04621X108AIZASSURANT INC$384,2620.28%1,832CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$383,8590.28%1,573CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$382,6740.28%1,447CommonSOLE
70931T103PMTPENNYMAC MTG INVT TR$382,0870.28%26,081CommonSOLE
743315103PGRPROGRESSIVE CORP$380,9310.28%1,346CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$380,5320.28%1,126CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$378,4650.27%2,194CommonSOLE
05465C100AXAXOS FINANCIAL INC$378,3450.27%5,864CommonSOLE
G3223R108EGEVEREST GROUP LTD$377,8630.27%1,040CommonSOLE
N00985106AERAERCAP HOLDINGS NV$377,1090.27%3,691CommonSOLE
744320102PRUPRUDENTIAL FINL INC$376,9200.27%3,375CommonSOLE
55354G100MSCIMSCI INC$376,0580.27%665CommonSOLE
92826C839VVISA INC$374,9920.27%1,070CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$374,3580.27%1,544CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$374,1200.27%2,732CommonSOLE
407497106HLNEHAMILTON LANE INC$373,9050.27%2,515CommonSOLE
74319R101PRGPROG HOLDINGS INC$372,7460.27%14,013CommonSOLE
09290D101BLKBLACKROCK INC$371,0200.27%392CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$370,9430.27%7,407CommonSOLE
337738108FISVFISERV INC$369,4490.27%1,673CommonSOLE
78409V104SPGIS&P GLOBAL INC$369,3890.27%727CommonSOLE
615369105MCOMOODYS CORP$368,8260.27%792CommonSOLE
37940X102GPNGLOBAL PMTS INC$364,6540.26%3,724CommonSOLE
48251W104KKRKKR & CO INC$362,9000.26%3,139CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$362,1600.26%1,509CommonSOLE
025816109AXPAMERICAN EXPRESS CO$358,9130.26%1,334CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$353,4500.26%647CommonSOLE
63938C108NAVINAVIENT CORPORATION$351,3670.25%27,820CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$348,0040.25%3,788CommonSOLE
68278B107K4FONESTREAM INC$343,2540.25%16,085CommonSOLE
852234103XYZBLOCK INC$342,8220.25%6,310CommonSOLE
52603A208LCLENDINGCLUB CORP$336,7210.24%32,628CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$305,1920.22%1,772CommonSOLE
00130H105AESAES CORP$290,9010.21%23,422CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$274,2250.20%3,838CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$266,2610.19%2,183CommonSOLE
30040W108ESEVERSOURCE ENERGY$263,6570.19%4,245CommonSOLE
233331107DTEDTE ENERGY CO$263,1280.19%1,903CommonSOLE
049560105ATOATMOS ENERGY CORP$260,9310.19%1,688CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$260,7520.19%23,813CommonSOLE
842587107SOSOUTHERN CO$258,9310.19%2,816CommonSOLE
629377508NRGNRG ENERGY INC$256,6920.19%2,689CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$249,0740.18%3,469CommonSOLE
097023105BABOEING CO$233,4830.17%1,369CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$233,2180.17%1,143CommonSOLE
903731107ULSUL SOLUTIONS INC$232,9320.17%4,130CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$232,8830.17%1,155CommonSOLE
74762E102QUREQUANTA SVCS INC$230,2870.17%906CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$227,0110.16%17,680CommonSOLE
398433102GFFGRIFFON CORP$226,6550.16%3,170CommonSOLE
760759100RSGREPUBLIC SVCS INC$223,0290.16%921CommonSOLE
15677J108DAYDAYFORCE INC$222,8790.16%3,821CommonSOLE
88642R109TDWTIDEWATER INC NEW$222,1290.16%5,255CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$222,0100.16%1,283CommonSOLE
256163106DOCUDOCUSIGN INC$221,8960.16%2,726CommonSOLE
929740108WABWABTEC$221,6100.16%1,222CommonSOLE
980745103WWDWOODWARD INC$221,3600.16%1,213CommonSOLE
55345K10337MMRC GLOBAL INC$221,2880.16%19,276CommonSOLE
36828A101GEVGE VERNOVA INC$221,0230.16%724CommonSOLE
911363109URIUNITED RENTALS INC$219,9720.16%351CommonSOLE
89055F103BLDTOPBUILD CORP$219,2590.16%719CommonSOLE
267475101DYDYCOM INDS INC$218,9130.16%1,437CommonSOLE
294429105EFXEQUIFAX INC$218,7170.16%898CommonSOLE
438516106HONHONEYWELL INTL INC$218,5260.16%1,032CommonSOLE
461202103INTUINTUIT$217,9660.16%355CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$217,3130.16%645CommonSOLE
368736104GNRCGENERAC HLDGS INC$217,2050.16%1,715CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$216,7600.16%8,192CommonSOLE
343412102FLRFLUOR CORP NEW$215,4930.16%6,016CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$215,4770.16%724CommonSOLE
688239201OSKOSHKOSH CORP$215,0670.16%2,286CommonSOLE
85256A109STGWSTAGWELL INC$214,1100.16%35,390CommonSOLE
149123101CATCATERPILLAR INC$213,7100.15%648CommonSOLE
29084Q100EMEEMCOR GROUP INC$213,2770.15%577CommonSOLE
199908104FIXCOMFORT SYS USA INC$213,0600.15%661CommonSOLE
831865209AOSSMITH A O CORP$212,2890.15%3,248CommonSOLE
880779103TEXTEREX CORP NEW$211,7570.15%5,605CommonSOLE
701094104PHPARKER-HANNIFIN CORP$211,5320.15%348CommonSOLE
31428X106FDXFEDEX CORP$211,3570.15%867CommonSOLE
75737F108RDFNREDFIN CORP$209,7670.15%22,776CommonSOLE
983793100XPOXPO INC$208,7050.15%1,940CommonSOLE
830879102SKYWSKYWEST INC$208,5520.15%2,387CommonSOLE
443510607HUBBHUBBELL INC$207,8110.15%628CommonSOLE
693718108PCARPACCAR INC$205,1590.15%2,107CommonSOLE
03945R102ACHRARCHER AVIATION INC$202,1020.15%28,425CommonSOLE
98419M100XYLXYLEM INC$201,2900.15%1,685CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$201,2030.15%1,074CommonSOLE
724479100PBIPITNEY BOWES INC$194,6110.14%21,504CommonSOLE
83601L102SHCSOTERA HEALTH CO$169,5950.12%14,545CommonSOLE
477143101JBLUJETBLUE AWYS CORP$168,1650.12%34,889CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$167,2730.12%11,544CommonSOLE
18914F103CLOVCLOVER HEALTH INVESTMENTS CO$163,5500.12%45,557CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$154,4000.11%14,761CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$152,0800.11%24,294CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$150,2090.11%12,227CommonSOLE
282559103ETNBGBP89BIO INC$146,3450.11%20,130CommonSOLE
35909R108ULCCFRONTIER GROUP HLDGS INC$142,7080.10%32,882CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$142,4230.10%17,960CommonSOLE
30212W100AGNTEXP WORLD HLDGS INC$142,4070.10%14,561CommonSOLE
20464U100COMPCOMPASS INC$141,6880.10%16,230CommonSOLE
91325V108UNITI GROUP INC$141,2560.10%28,027CommonSOLE
76029N106REPLREPLIMUNE GROUP INC$140,1950.10%14,379CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$132,2610.10%12,384CommonSOLE
75585H206REAXTHE REAL BROKERAGE INC$124,9510.09%30,776CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$117,2730.09%16,947CommonSOLE
65342K105NEXTNEXTDECADE CORP$89,9990.07%11,568CommonSOLE

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.