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Optimas Capital LTD

CIK:0001750585
Asset Manager
$110M AUM
19 holdings
Hong Kong, HK, Hong Kong
Founded:2016
53 employees
Latest filing:Jun 30, 2025

Optimas Capital Limited is a multi-product investment management firm serving global investors, licensed by the Hong Kong Securities and Futures Commission and the Monetary Authority of Singapore. The firm operates hedge funds and private equity funds, focusing on delivering long-term financial prosperity through disciplined, responsible investing and strong fundamental research combined with prudent risk management. Optimas emphasizes sustainability in both its corporate culture and investment approach, and is guided by values of sincerity, honesty, self-discipline, and the pursuit of excellence.

Investment Strategy

The firm employs a fundamental research-driven approach with a focus on risk management to generate long-term, sustainable returns. Investment strategies span hedge funds (public markets) and private equity, targeting both public and private opportunities globally. The firm emphasizes sustainability and ethical governance in all aspects of its operations.

Top Buys
N
NVDANVIDIA Corp
+$14.1M
A
AAPLApple Inc
+$13.5M
L
LVSLas Vegas Sands Corp
+$11.4M
A
AMDAdvanced Micro Devices Inc
+$6.3M
K
KWEBKraneShares CSI China Internet ETF
+$5.0M
Top Sells
B
BABAAlibaba Group Holding Ltd
-$16.9M
M
MFCManulife Financial Corp
-$6.0M
A
AXPAmerican Express Co
-$3.6M
Y
YMMFull Truck Alliance Co Ltd
-$2.9M
T
TEVATeva Pharmaceutical Industries Ltd
-$2.5M

Top Holdings

N
NVDANVIDIA Corp
+17.9%$17.0M
A
AAPLApple Inc
+14.3%$13.5M
L
LVSLas Vegas Sands Corp
+12.0%$11.4M
J
JPMJPMorgan Chase & Co
+7.4%$7.0M
A
AMDAdvanced Micro Devices Inc
+6.6%$6.3M

Equity Positions (19)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA Corp17.93%$17.0M107,600$138.94$157.99+$14.1M
A
AAPL
Apple Inc14.28%$13.5M66,000$205.17$205.17+$13.5M
L
LVS
Las Vegas Sands Corp12.05%$11.4M262,600$43.51$43.51+$11.4M
J
JPM
JPMorgan Chase & Co7.37%$7.0M24,100$243.77$289.91+$1.3M
A
AMD
Advanced Micro Devices Inc6.60%$6.3M44,100$141.90$141.90+$6.3M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+24.5%
ELECTRONIC COMPUTERS
+14.3%
HOTELS & MOTELS
+12.0%
NATIONAL COMMERCIAL BANKS
+10.7%
SERVICES-PREPACKAGED SOFTWARE
+5.8%