account_balance
Investment manager · 13F filer · SEC CIK 2053138
one8zero8, LLC
Reported value$514Mas of Sep 30, 2026
Positions273 24 new, 16 sold out
Top 10 weight38.3%AAPL alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.6%
FTNTFortinet, Inc.
6.3%Trimmed −4%
BRK-BBerkshire Hathaway Inc
4.4%
MSFTMicrosoft Corp
4.1%
JPMJPMorgan Chase & Co
3.2%Trimmed −3%
JNJJohnson & Johnson
3.0%
ETNEaton Corp PLC
2.8%Trimmed −3%
TTEKTetra Tech Inc
2.5%Trimmed −11%
AMZNAmazon.com Inc
2.2%+2%
GOOGAlphabet Inc.
2.1%
CLMTCalumet, Inc.
1.8%−7%
LRCXLam Research Corp
1.8%
AAPLApple Inc.
7.6%
FTNTFortinet, Inc.
6.3%Trimmed −4%
BRK-BBerkshire Hathaway Inc
4.4%
MSFTMicrosoft Corp
4.1%
JPMJPMorgan Chase & Co
3.2%−3%
JNJJohnson & Johnson
3.0%
ETNEaton Corp PLC
2.8%
TTEKTetra Tech Inc
2.5%
AMZNGOOGCLMTLRCXBoxes 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
AAPL Apple Inc. 7.6% HeldFTNT Fortinet, Inc. 6.3% Trimmed −4%BRK-B Berkshire Hathaway Inc 4.4% HeldMSFT Microsoft Corp 4.1% HeldJPM JPMorgan Chase & Co 3.2% Trimmed −3%JNJ Johnson & Johnson 3.0% HeldETN Eaton Corp PLC 2.8% Trimmed −3%TTEK Tetra Tech Inc 2.5% Trimmed −11%AMZN Amazon.com Inc 2.2% Added +2%GOOG Alphabet Inc. 2.1% HeldCLMT Calumet, Inc. 1.8% Trimmed −7%LRCX Lam Research Corp 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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