Institutions / one8zero8, LLC
one8zero8, LLC
CIK 2053138 · Institution · as of Dec 31, 2025
Portfolio value
$458.70M
Positions
260
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 260 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $32.81M | 7.2% |
| Warren E. Buffett | $22.46M | 4.9% |
| Microsoft Corp | $19.70M | 4.3% |
| JPMorgan Chase & Co | $16.71M | 3.6% |
| Fortinet Inc | $16.64M | 3.6% |
| Tetra Tech Inc | $15.44M | 3.4% |
| Johnson & Johnson | $12.39M | 2.7% |
| Eaton Corp plc | $11.69M | 2.5% |
| Blackstone Inc | $10.42M | 2.3% |
| Amazon.com Inc | $9.73M | 2.1% |
| Alphabet Inc. | $9.67M | 2.1% |
| Ares Capital CorpARCC | $7.59M | 1.7% |
| CareTrust REIT, Inc. | $7.45M | 1.6% |
| Royal Bk Cda | $6.03M | 1.3% |
| Arista Networks, Inc.ANET | $5.50M | 1.2% |
| Duke Energy Corp | $5.09M | 1.1% |
| Palantir Technologies Inc | $4.97M | 1.1% |
| RTX Corp | $4.93M | 1.1% |
| Tecnoglass Inc | $4.85M | 1.1% |
| Stoneco Ltd | $4.80M | 1.0% |
| Valero Energy Corp | $4.78M | 1.0% |
| Lam Research Corp | $4.71M | 1.0% |
| ExlService Holdings Inc | $4.68M | 1.0% |
| NVIDIA Corp | $4.64M | 1.0% |
| Pepsico Inc | $4.56M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.