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Optiver Holding B.V.

Q2 2025 · Filed 2025-08-14
Market Value
$3.7B
+48.5%
Holdings
1,248
+23
New Purchases
259
Added To
352
Closed
188
Reduced
358
Top 10 Concentration
56.8%
Turnover
35.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 9.43% 0.44% +8.99% $347M
AAPL 4.98% 0.19% +4.79% $183M
MSFT 6.06% 1.65% +4.41% $223M
EWZ 1.78% 0.00% +1.78% $65M
AMZN 2.26% 0.53% +1.73% $83M
NVS 1.69% 0.19% +1.51% $62M
IWM 9.34% 8.09% +1.24% $344M
ERIC 1.85% 0.63% +1.22% $68M
BP 1.09% 0.00% +1.09% $40M
C 1.57% 0.55% +1.02% $58M
VOD 1.22% 0.28% +0.94% $45M
SNN 0.96% 0.16% +0.80% $35M
HYG 0.74% 0.00% +0.74% $27M
TTE 0.69% 0.00% +0.69% $25M
EWG 0.68% 0.00% +0.68% $25M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 2.47% 8.03% -5.56% $91M
AVGO 4.63% 9.10% -4.47% $170M
AMD 2.20% 6.46% -4.27% $81M
ASML 0.00% 2.03% -2.03% $0
NVDA 7.41% 9.29% -1.89% $273M
TLT 1.48% 3.13% -1.65% $54M
VALE 0.00% 1.59% -1.59% $0
SAN 0.00% 1.57% -1.57% $0
MS 0.40% 1.68% -1.28% $15M
MRVL 0.11% 1.18% -1.07% $4M
NOK 0.00% 1.06% -1.06% $0
GOOG 0.91% 1.97% -1.05% $34M
MT 0.36% 1.29% -0.93% $13M
PBR 1.98% 2.81% -0.83% $73M
NTES 0.06% 0.72% -0.66% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 50 $2.2B 59.6%
Large Cap 389 $1.2B 33.4%
Mid Cap 508 $189M 5.1%
Small Cap 195 $41M 1.1%
Micro Cap 106 $28M 0.8%

Portfolio Analytics

Avg Market Cap
$56.0B
Median Market Cap
$5.5B
Avg P/E
33.5
Median P/E
21.1
Avg Dividend Yield
0.04%
Avg Beta
1.19
# Stocks
1,100
# ETFs / Funds
148

Top Holdings (1,248 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GOOGL 9.43% 1,970,009 $347M $176.23 $336M +1,899,539 +2695.5%
2 IWM 9.34% 1,592,108 $344M $215.79 $143M +586,871 +58.4%
3 NVDA 7.41% 1,724,989 $273M $157.99 $42M -399,024 -18.8%
4 MSFT 6.06% 448,308 $223M $497.41 $182M +339,142 +310.7%
5 TSM 5.67% 920,555 $208M $226.49 $55M -1,683 -0.2%
6 AAPL 4.98% 893,382 $183M $205.17 $179M +872,276 +4132.8%
7 AVGO 4.63% 618,469 $170M $275.65 -$55M -728,745 -54.1%
8 META 3.41% 170,180 $126M $738.09 $36M +15,533 +10.0%
9 MU 3.40% 1,016,338 $125M $123.25 $34M -30,416 -2.9%
10 TSLA 2.47% 285,978 $91M $317.66 -$108M -481,415 -62.7%
11 AMZN 2.26% 379,415 $83M $219.39 $70M +309,854 +445.4%
12 AMD 2.20% 570,486 $81M $141.90 -$79M -988,535 -63.4%
13 DIA 2.19% 182,998 $81M $440.65 $23M +46,364 +33.9%
14 PBR 1.98% 5,814,209 $73M $12.51 $3M +959,036 +19.8%
15 ERIC 1.85% 8,048,918 $68M $8.48 $53M +6,029,870 +298.6%
16 EWZ 1.78% 2,266,766 $65M $28.85 +2,266,766 NEW
17 NVS 1.69% 515,173 $62M $121.01 $58M +473,508 +1136.5%
18 C 1.57% 678,018 $58M $85.12 $44M +486,818 +254.6%
19 TLT 1.48% 617,216 $54M $88.25 -$23M -234,287 -27.5%
20 VOD 1.22% 4,214,559 $45M $10.66 $38M +3,472,831 +468.2%
21 BTI 1.14% 884,887 $42M $47.33 $5M -6,155 -0.7%
22 KRE 1.11% 686,353 $41M $59.39 $19M +305,210 +80.1%
23 BP 1.09% 1,340,932 $40M $29.93 +1,340,932 NEW
24 QQQ 1.01% 67,559 $37M $551.64 $15M +19,559 +40.8%
25 SNN 0.96% 1,150,902 $35M $30.63 $31M +1,009,569 +714.3%
26 GOOG 0.91% 188,930 $34M $177.39 -$15M -122,801 -39.4%
27 BUD 0.86% 458,957 $32M $68.72 $15M +198,384 +76.1%
28 DEO 0.78% 285,053 $29M $100.84 $18M +185,588 +186.6%
29 HYG 0.74% 337,865 $27M $80.65 +337,865 NEW
30 NVO 0.71% 376,802 $26M $69.02 $19M +280,727 +292.2%
31 TTE 0.69% 412,512 $25M $61.39 +412,512 NEW
32 EWG 0.68% 587,642 $25M $42.31 +587,642 NEW
33 SNY 0.65% 492,728 $24M $48.31 $16M +356,224 +261.0%
34 PUK 0.60% 879,683 $22M $25.02 $11M +378,915 +75.7%
35 RIO 0.60% 377,102 $22M $58.33 $4M +78,432 +26.3%
36 SHEL 0.57% 299,705 $21M $70.41 +299,705 NEW
37 PBR-A 0.55% 1,759,374 $20M $11.54 $19M +1,628,520 +1244.5%
38 RTO 0.43% 663,434 $16M $24.00 +663,434 NEW
39 MS 0.40% 104,456 $15M $140.86 -$27M -253,107 -70.8%
40 STM 0.39% 471,507 $14M $30.41 $14M +458,686 +3577.6%
41 MT 0.36% 417,117 $13M $31.58 -$19M -688,427 -62.3%
42 FXI 0.35% 354,366 $13M $36.75 +354,366 NEW
43 SBS 0.35% 581,647 $13M $21.97 $9M +350,496 +151.6%
44 SAP 0.35% 41,999 $13M $304.10 +41,999 NEW
45 TS 0.32% 315,703 $12M $37.40 $8M +216,428 +218.0%
46 BIDU 0.30% 126,964 $11M $86.13 -$2M -7,600 -5.7%
47 GGB 0.29% 3,683,049 $11M $2.92 $2M +710,734 +23.9%
48 DB 0.27% 342,471 $10M $29.28 +342,471 NEW
49 ARGX 0.26% 17,394 $10M $551.22 $7M +13,599 +358.3%
50 ALC 0.26% 108,588 $10M $88.28 +108,588 NEW
51 RACE 0.23% 17,397 $9M $490.74 +17,397 NEW
52 CUK 0.23% 324,640 $8M $25.51 $5M +162,344 +100.0%
53 NVDL 0.22% 113,855 $8M $70.42 $3M -18,604 -14.1%
54 ERJ 0.21% 138,356 $8M $56.91 $6M +92,875 +204.2%
55 SMH 0.20% 26,507 $7M $278.88 +26,507 NEW
56 BRK-B 0.20% 15,195 $7M $485.77 $5M +10,601 +230.8%
57 BILI 0.20% 335,051 $7M $21.42 $637K -5,200 -1.5%
58 BCS 0.19% 373,860 $7M $18.59 +373,860 NEW
59 SPXL 0.17% 36,105 $6M $173.53 $6M +35,745 +9929.2%
60 PYPL 0.17% 84,211 $6M $74.32 $6M +83,238 +8554.8%
61 EWU 0.15% 142,372 $6M $39.72 $2M +54,306 +61.7%
62 IEMG 0.14% 87,427 $5M $60.03 $4M +62,654 +252.9%
63 ELP 0.13% 541,587 $5M $9.13 $986K
64 BBD 0.13% 1,593,783 $5M $3.09 $3M +781,384 +96.2%
65 PHG 0.13% 200,980 $5M $23.98 -$7M -267,009 -57.0%
66 PTIR 0.11% 14,442 $4M $291.74 $4M +10,364 +254.1%
67 MRVL 0.11% 51,994 $4M $77.40 -$25M -422,687 -89.0%
68 ABEV 0.11% 1,642,000 $4M $2.41 $263K +56,412 +3.6%
69 XP 0.11% 193,425 $4M $20.20 $43K -87,573 -31.2%
70 FEZ 0.09% 56,945 $3M $59.73 -$6M -124,973 -68.7%
71 VGLT 0.09% 58,678 $3M $56.12 +58,678 NEW
72 GMAB 0.09% 155,954 $3M $20.66 +155,954 NEW
73 COIN 0.09% 9,099 $3M $350.49 -$1M -15,627 -63.2%
74 CONL 0.09% 68,445 $3M $46.13 +68,445 NEW
75 TQQQ 0.08% 36,467 $3M $83.00 -$4M -93,354 -71.9%
76 IHG 0.08% 24,204 $3M $115.34 +24,204 NEW
77 ITUB 0.07% 400,851 $3M $6.79 -$3M -572,421 -58.8%
78 NU 0.07% 198,013 $3M $13.72 -$2M -260,444 -56.8%
79 SOXL 0.07% 98,414 $2M $25.03 -$3M -243,787 -71.2%
80 ELPC 0.07% 288,128 $2M $8.52 $592K +11,727 +4.2%
81 NTES 0.06% 17,660 $2M $132.65 -$16M -160,000 -90.1%
82 SNOW 0.06% 10,218 $2M $223.77 +10,218 NEW
83 CONI 0.06% 944,347 $2M $2.41 $2M +939,042 +17701.1%
84 TMF 0.06% 57,486 $2M $39.24 $2M +42,067 +272.8%
85 LKFT 0.06% 78,929 $2M $27.99 $1M +48,521 +159.6%
86 MCHI 0.06% 38,029 $2M $55.10 $2M +34,921 +1123.6%
87 SUZ 0.06% 222,635 $2M $9.41 $2M +203,429 +1059.2%
88 BIIB 0.06% 16,550 $2M $125.59 +16,550 NEW
89 TEF 0.05% 386,683 $2M $5.23 -$2M -402,261 -51.0%
90 MA 0.05% 3,209 $2M $561.94 $727K +1,246 +63.5%
91 JPM 0.05% 6,151 $2M $289.91 $723K +1,828 +42.3%
92 SQ 0.05% 25,254 $2M $67.93 +25,254 NEW
93 TARK 0.04% 29,381 $2M $56.32 +29,381 NEW
94 GDXJ 0.04% 22,922 $2M $67.59 +22,922 NEW
95 OXY 0.04% 35,818 $2M $42.01 -$2M -26,403 -42.4%
96 APP 0.04% 4,247 $1M $350.08 $1M +3,571 +528.2%
97 PSI 0.04% 24,207 $1M $59.96 +24,207 NEW
98 FMS 0.04% 50,045 $1M $28.57 -$180K -14,625 -22.6%
99 ORCL 0.04% 6,376 $1M $218.63 $1M +5,317 +502.1%
100 INTW 0.04% 67,577 $1M $19.77 +67,577 NEW

New Positions

SymbolValue% Port
EWZ $65M 1.78%
BP $40M 1.09%
HYG $27M 0.74%
TTE $25M 0.69%
EWG $25M 0.68%
SHEL $21M 0.57%
RTO $16M 0.43%
FXI $13M 0.35%
SAP $13M 0.35%
DB $10M 0.27%
ALC $10M 0.26%
RACE $9M 0.23%
SMH $7M 0.20%
BCS $7M 0.19%
VGLT $3M 0.09%

Sold Out Positions

SymbolValue% Port
BDX —%
CB —%
ALL —%
MC —%
CVS —%
ACHR —%
HR —%
ALV —%
XOM —%
CTRE —%
NOK —%
BBVA —%
CUBE —%
EGP —%
BRX —%
View SEC EDGAR Filings for Optiver Holding B.V. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms