account_balance
Investment manager · 13F filer · SEC CIK 1940869
One Way Holdings LLC
Reported value$2.24Bas of Sep 30, 2026
Positions254 43 new, 21 sold out
Top 10 weight29.6%LQD alone is 6%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LQDiShares Tr
6.4%Added +18%
MUMicron Technology Inc
3.7%
VCITVanguard Scottsdale FDS
3.5%Added +12%
VCLTVanguard Scottsdale FDS
3.3%Added +15%
IAGGiShares Tr
2.5%Added +10%
HPEHewlett Packard Enterprise Co
2.2%Trimmed −29%
AAPLApple Inc.
2.1%Added +5%
GOOGLAlphabet Inc.
2.0%Added +4%
NVDANVIDIA Corp
1.9%Added +12%
IDViShares Tr
1.9%+3%
MSFTMicrosoft Corp
1.8%+7%
LRCXLam Research Corp
1.8%Added +3%
LQDiShares Tr
6.4%Added +18%
MUMicron Technology Inc
3.7%
VCITVanguard Scottsdale FDS
3.5%
VCLTVanguard Scottsdale FDS
3.3%
IAGGiShares Tr
2.5%+10%
HPEHewlett Packard Enterprise Co
2.2%
AAPLApple Inc.
2.1%
GOOGLAlphabet Inc.
2.0%
NVDA1.9%IDV1.9%
MSFT1.8%LRCX1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LQD iShares Tr 6.4% Added +18%
MU Micron Technology Inc 3.7% HeldVCIT Vanguard Scottsdale FDS 3.5% Added +12%
VCLT Vanguard Scottsdale FDS 3.3% Added +15%
IAGG iShares Tr 2.5% Added +10%
HPE Hewlett Packard Enterprise Co 2.2% Trimmed −29%AAPL Apple Inc. 2.1% Added +5%GOOGL Alphabet Inc. 2.0% Added +4%NVDA NVIDIA Corp 1.9% Added +12%IDV iShares Tr 1.9% Added +3%
MSFT Microsoft Corp 1.8% Added +7%LRCX Lam Research Corp 1.8% Added +3%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.