Optimize Financial Inc

Position in SN — SharkNinja, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in SN

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

Position Value

$605,324

+$26,018 QoQ

Shares Held

5,716

+10.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Optimize Financial Inc holds $2,037,862 across 4 Furnishings, Fixtures & Appliances names. SN ranks #1 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SN	SharkNinja, Inc. This page	5,716	$605,324
2	WHR	Whirlpool Corp /De/	10,905	$587,997
3	SGI	Somnigroup International Inc.	7,939	$586,850
4	MLKN	Millerknoll, Inc.	17,821	$257,691

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$605,324	5,716	+10.4%	Shares	Sole	2026-05-12
2025-12-31	$579,306	5,177	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$526,580	5,105	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.