ONE8ZERO8, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTEK | 451K | $13.60M |
 | ARCC | 387K | $6.97M |
 | STNE | 345K | $4.87M |
 | JMIA | 309K | $2.13M |
 | FTNT | 201K | $16.45M |
 | CTRE | 195K | $7.15M |
 | CLMT | 188K | $6.76M |
 | AAPL | 119K | $30.24M |
 | TGLS | 105K | $4.68M |
 | SAIL | 100K | $1.33M |
 | EXLS | 99K | $3.00M |
 | S | 93K | $1.20M |
 | HAL | 91K | $3.55M |
 | KMI | 87K | $2.90M |
 | SLB | 82K | $4.19M |
 | LB | 78K | $5.36M |
 | CG | 74K | $3.59M |
 | BX | 68K | $7.79M |
 | PBR | 65K | $1.35M |
 | IOT | 64K | $2.01M |
Tetra Tech, Inc.
TTEK
Shares Held
451K
Value
$13.60M
Ares Capital Corporation
ARCC
Shares Held
387K
Value
$6.97M
StoneCo Ltd.
STNE
Shares Held
345K
Value
$4.87M
Jumia Technologies AG
JMIA
Shares Held
309K
Value
$2.13M
Fortinet, Inc.
FTNT
Shares Held
201K
Value
$16.45M
CareTrust REIT, Inc.
CTRE
Shares Held
195K
Value
$7.15M
Calumet Inc.
CLMT
Shares Held
188K
Value
$6.76M
Apple Inc.
AAPL
Shares Held
119K
Value
$30.24M
Tecnoglass Inc.
TGLS
Shares Held
105K
Value
$4.68M
SailPoint, Inc.
SAIL
Shares Held
100K
Value
$1.33M
ExlService Holdings, Inc.
EXLS
Shares Held
99K
Value
$3.00M
SentinelOne, Inc.
S
Shares Held
93K
Value
$1.20M
Halliburton Company
HAL
Shares Held
91K
Value
$3.55M
Kinder Morgan, Inc.
KMI
Shares Held
87K
Value
$2.90M
Slb N.V.
SLB
Shares Held
82K
Value
$4.19M
LandBridge Company LLC
LB
Shares Held
78K
Value
$5.36M
The Carlyle Group Inc.
CG
Shares Held
74K
Value
$3.59M
Blackstone Inc.
BX
Shares Held
68K
Value
$7.79M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
65K
Value
$1.35M
Samsara Inc.
IOT
Shares Held
64K
Value
$2.01M