ONE8ZERO8, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTEK | 460K | $15.44M |
 | ARCC | 375K | $7.59M |
 | STNE | 325K | $4.80M |
 | FTNT | 210K | $16.64M |
 | CTRE | 206K | $7.45M |
 | CLMT | 189K | $3.75M |
 | JMIA | 168K | $2.10M |
 | AAPL | 121K | $32.81M |
 | EXLS | 110K | $4.68M |
 | S | 106K | $1.59M |
 | SAIL | 106K | $2.14M |
 | VTS | 105K | $2.02M |
 | TGLS | 96K | $4.85M |
 | HAL | 90K | $2.54M |
 | KMI | 88K | $2.41M |
 | SLB | 80K | $3.06M |
 | LOB | 76K | $2.61M |
 | CG | 74K | $4.36M |
 | LB | 73K | $3.57M |
 | PBR | 70K | $832.73K |
Tetra Tech, Inc.
TTEK
Shares Held
460K
Value
$15.44M
Ares Capital Corporation
ARCC
Shares Held
375K
Value
$7.59M
StoneCo Ltd.
STNE
Shares Held
325K
Value
$4.80M
Fortinet, Inc.
FTNT
Shares Held
210K
Value
$16.64M
CareTrust REIT, Inc.
CTRE
Shares Held
206K
Value
$7.45M
Calumet, Inc.
CLMT
Shares Held
189K
Value
$3.75M
Jumia Technologies AG
JMIA
Shares Held
168K
Value
$2.10M
Apple Inc.
AAPL
Shares Held
121K
Value
$32.81M
ExlService Holdings, Inc.
EXLS
Shares Held
110K
Value
$4.68M
SentinelOne, Inc.
S
Shares Held
106K
Value
$1.59M
SailPoint, Inc.
SAIL
Shares Held
106K
Value
$2.14M
Vitesse Energy, Inc.
VTS
Shares Held
105K
Value
$2.02M
Tecnoglass Inc.
TGLS
Shares Held
96K
Value
$4.85M
Halliburton Company
HAL
Shares Held
90K
Value
$2.54M
Kinder Morgan, Inc.
KMI
Shares Held
88K
Value
$2.41M
SLB N.V.
SLB
Shares Held
80K
Value
$3.06M
Live Oak Bancshares, Inc.
LOB
Shares Held
76K
Value
$2.61M
The Carlyle Group Inc.
CG
Shares Held
74K
Value
$4.36M
LandBridge Company LLC
LB
Shares Held
73K
Value
$3.57M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
70K
Value
$832.73K