FIGURE 8 INVESTMENT STRATEGIES LLC
Long book
$102.4M
Q1 2026
Positions
56
Top-10 weight
39%
concentration
Last quarter
+15.7%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsFIGURE 8 INVESTMENT STRATEGIES LLC is a diversified fundamental manager, running a $102.4M US long book across 56 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, ALPHABET INC-CL A, MICROSOFT CORP, TAIWAN SEMICONDUCTOR-SP ADR, TJX COMPANIES INC.
Over the last 6 quarters its long book ran on average 0.8pp per quarter ahead of the S&P 500, beating the index in 5 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-4.8%
Q1 2025
+10.9%
Q2 2025
+9.0%
Q3 2025
+3.6%
Q4 2025
-2.0%
Q1 2026
+15.7%
Sector allocation
Technology 40%
Industrials 16%
Financials 11%
Services media 10%
Healthcare 8%
Consumer discretionary 7%
Other 3%
Materials 3%
Long book by quarter
What does FIGURE 8 own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 25.8K | $6.6M | 6.4% | -4.8% |
| GOOGL ALPHABET INC-CL A | Technology | 19.6K | $5.6M | 5.5% | -19.8% |
| MSFT MICROSOFT CORP | Technology | 14.0K | $5.2M | 5.1% | -1.7% |
| TJX TJX COMPANIES INC | Consumer discretionary | 22.7K | $3.6M | 3.5% | -21.9% |
| GLW CORNING INC | Industrials | 24.0K | $3.3M | 3.2% | -13.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.1K | $3.1M | 3.0% | -8.6% |
| TT TRANE TECHNOLOGIES PLC | Technology | 7.4K | $3.1M | 3.0% | -12.7% |
| NXT NEXTPOWER INC-CL A | Technology | 25.3K | $3.1M | 3.0% | -2.6% |
| AMAL AMALGAMATED FINANCIAL CORP | Financials | 66.1K | $2.6M | 2.5% | -18.9% |
| FLEX FLEX LTD | Technology | 38.9K | $2.5M | 2.5% | -9.6% |
| V VISA INC-CLASS A SHARES | Services media | 8.4K | $2.5M | 2.5% | -2.1% |
| WAT WATERS CORP | Healthcare | 7.9K | $2.4M | 2.3% | +2.2% |
| LIN LINDE PLC | Materials | 4.7K | $2.3M | 2.3% | -4.1% |
| XYL XYLEM INC | Industrials | 19.6K | $2.3M | 2.3% | -2.7% |
| NFLX NETFLIX INC | Services media | 23.9K | $2.3M | 2.2% | -3.1% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.6K | $2.2M | 2.1% | -0.6% |
| DE DEERE & CO | Industrials | 3.7K | $2.1M | 2.0% | -5.3% |
| NXPI NXP SEMICONDUCTORS NV | Technology | 10.5K | $2.1M | 2.0% | -14.4% |
| DHI DR HORTON INC | Industrials | 15.0K | $2.1M | 2.0% | +51.0% |
| DIS WALT DISNEY CO/THE | Services media | 19.3K | $1.9M | 1.8% | +44.6% |
| SPGI S&P GLOBAL INC | Services media | 4.3K | $1.8M | 1.8% | +116.6% |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 11.3K | $1.8M | 1.7% | +7.5% |
| AZN ASTRAZENECA PLC | Healthcare | 8.8K | $1.7M | 1.7% | New |
| SYK STRYKER CORP | Healthcare | 5.1K | $1.7M | 1.6% | -2.3% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 17.3K | $1.6M | 1.6% | +64.0% |
| DHR DANAHER CORP | Technology | 8.4K | $1.6M | 1.6% | +1.8% |
| WTW WILLIS TOWERS WATSON PLC | Financials | 5.4K | $1.6M | 1.5% | -2.8% |
| FSLR FIRST SOLAR INC | Technology | 7.9K | $1.6M | 1.5% | +1.1% |
| HASI HA SUSTAINABLE INFRASTRUCTUR | Financials | 42.0K | $1.5M | 1.5% | -27.1% |
| APTV APTIV PLC | Industrials | 21.0K | $1.5M | 1.4% | +1.0% |
| NVT NVENT ELECTRIC PLC | Industrials | 11.3K | $1.3M | 1.3% | +0.9% |
| AVY AVERY DENNISON CORP | Other | 7.4K | $1.3M | 1.2% | 0.0% |
| ADBE ADOBE INC | Technology | 5.1K | $1.2M | 1.2% | -6.9% |
| INTC INTEL CORP | Technology | 27.0K | $1.2M | 1.2% | -10.6% |
| AWK AMERICAN WATER WORKS CO INC | Utilities | 7.4K | $1.0M | 1.0% | 0.0% |
| LEVI LEVI STRAUSS & CO- CLASS A | Other | 51.2K | $947K | 0.9% | +0.6% |
| NYT NEW YORK TIMES CO-A | Other | 11.0K | $918K | 0.9% | -2.0% |
| NOW SERVICENOW INC | Technology | 7.5K | $783K | 0.8% | New |
| GOOG ALPHABET INC-CL C | Technology | 2.6K | $758K | 0.7% | -35.3% |
| COO COOPER COS INC/THE | Healthcare | 9.9K | $705K | 0.7% | -4.1% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 1.5K | $685K | 0.7% | New |
| MELI MERCADOLIBRE INC | Services media | 345 | $597K | 0.6% | +16.9% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 7.5K | $467K | 0.5% | +2.3% |
| WDAY WORKDAY INC-CLASS A | Technology | 3.6K | $464K | 0.5% | -23.4% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 1.4K | $287K | 0.3% | +3.4% |
| MU MICRON TECHNOLOGY INC | Technology | 790 | $267K | 0.3% | -11.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 450 | $216K | 0.2% | -10.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 56 | $102.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 62 | $112.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 59 | $112.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 57 | $102.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 53 | $95.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 30, 2025 | 53 | $102.0M | canonical | SEC ↗ |
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