one8zero8, LLC: 13F holdings
CIK 20531382026Q2
| Positions | 266 |
|---|---|
| Reported value | $505.0m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 118,718 | $34.4m | 6.8% |
| FTNT FORTINET INC | 187,993 | $28.9m | 5.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 45,419 | $22.7m | 4.5% |
| JPM JPMORGAN CHASE & CO | 51,800 | $17.0m | 3.4% |
| MSFT MICROSOFT CORP | 40,971 | $15.3m | 3.0% |
| JNJ JOHNSON & JOHNSON | 58,659 | $14.9m | 3.0% |
| EATON CORP PLC | 34,901 | $14.9m | 2.9% |
| TTEK TETRA TECH INC NEW | 440,672 | $12.7m | 2.5% |
| LRCX LAM RESEARCH CORP | 27,540 | $11.9m | 2.4% |
| GOOG ALPHABET INC | 31,534 | $11.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053138")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.