DOSSIER · 13F-HR · Q2 2026
OPTIMA CAPITAL LLC
$253M in tracked AUM across 281 positions as of Q2 2026.
OC
CIK 0002070972 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
OPTIMA CAPITAL LLC manages a portfolio with a total market value of approximately $230.89 million as of the report date December 31, 2025. This represents a significant growth of +72.6% compared to the previous quarter's value of $133.76 million. This substantial increase in AUM is likely driven by a combination of market performance and significant net capital inflows, evidenced by the massive volume of new position initiations.
The portfolio is highly diversifie...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.