Optimize Financial Inc

Position in PEN — Penumbra Inc

CIK 2033266 LAGUNA HILLS, CA

Position in PEN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$429,507

-$45,874 QoQ

Shares Held

1,308

-14.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Optimize Financial Inc holds $2,496,200 across 6 Medical Devices names. PEN ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITGR	Integer Holdings Corp	5,274	$464,112
2	GMED	Globus Medical Inc	5,085	$438,123
3	PEN	Penumbra Inc This page	1,308	$429,507
4	STE	STERIS plc	1,922	$425,011
5	SYK	Stryker Corp	1,216	$399,565
6	TMDX	TransMedics Group, Inc.	3,419	$339,882

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$429,507	1,308	-14.5%	Shares	Sole	2026-05-12
2025-12-31	$475,381	1,529	+1.3%	Shares	Sole	2026-02-09
2025-09-30	$382,259	1,509	+40.1%	Shares	Sole	2025-11-05
2024-12-31	$255,765	1,077	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.