Skip to main content

Optiver US LLC

Location
CHICAGO, IL
Portfolio Value
Micro $12,086,411
Diversification
Highly concentrated
Filing Date
Global Rank
#5,556 / 5,886 ▼ 2715
Top Industry
Consumer Electronics 98.2%
3Y Alpha vs SPY
+15.3%
Period ended 5 years ago
Filed Feb 10, 2021 · 5y
4 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+150.2%
SPY
+76.3%
Annualised alpha
+14.9%
Max drawdown
−40.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

3 positions · as of Dec 31, 2020 · Δ vs Sep 30, 2020
Top Position
75.6%
+27.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,291
Mar 2020 → Dec 2020 · range 3,042 – 6,291
Highly concentrated+1,768

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2020
Sector % Portfolio Value
Unclassified 75.6% $9,139,941
Technology 23.9% $2,892,243
Consumer Cyclical 0.4% $54,227

Last Quarter's Activity

Export CSV
Dec 31, 2020 vs Sep 30, 2020

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
3 positions · $12,086,411 total · as of Dec 31, 2020
Ticker Company Shares Value (USD) % of Portfolio History