FIGURE 8 INVESTMENT STRATEGIES LLC — 13F Holdings & Portfolio
CIK 1909570 · latest 13F-HR filed 2026-04-23
FIGURE 8 INVESTMENT STRATEGIES LLC manages $102.4M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.41%), GOOGL (5.50%), MSFT (5.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 9, added to 14, and trimmed 29.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$102.4M
Long-equity book
56
Distinct positions
2026-03-31
Filed 2026-04-23
+3 / −9 / ↑14 / ↓29
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CORNING INC$826.5K +33.9%
- S&P GLOBAL INC$791.2K +76.3%
- NEXTPOWER INC$786.8K +34.7%
- D R HORTON INC$627.0K +43.8%
- SCHWAB CHARLES CORP$572.8K +54.2%
Top Trims
- ALPHABET INC-$2.0M -26.3%
- MICROSOFT CORP-$1.7M -24.8%
- TAIWAN SEMICONDUCTOR MANUFAC-$1.2M -23.7%
- TJX COS INC NEW-$837.6K -18.8%
- APPLE INC-$823.4K -11.2%
New Positions
- ASTRAZENECA PLC$1.7M
- SERVICENOW INC$782.9K
- VERTEX PHARMACEUTICALS INC$684.5K
Exited Positions
- ASTRAZENECA PLC$1.5M
- MSCI INC$1.1M
- SPDR S&P 500 ETF TR$903.5K
- INTUIT$255.0K
- CALAMOS ETF TR$234.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $6.6M | 6.41% | 25,846 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $5.6M | 5.50% | 19,581 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $5.2M | 5.08% | 14,044 | SH |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $3.9M | 3.80% | 11,514 | SH |
| 5 | TJX COS INC NEW | TJX | 872540109 | $3.6M | 3.54% | 22,676 | SH |
| 6 | CORNING INC | GLW | 219350105 | $3.3M | 3.19% | 24,012 | SH |
| 7 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.1M | 3.04% | 3,126 | SH |
| 8 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $3.1M | 3.01% | 7,388 | SH |
| 9 | NEXTPOWER INC | NXT | 65290E101 | $3.1M | 2.98% | 25,321 | SH |
| 10 | AMALGAMATED FINANCIAL CORP | AMAL | 022671101 | $2.6M | 2.51% | 66,099 | SH |
| 11 | FLEXTRONICS INTL LTD | FLEX | Y2573F102 | $2.5M | 2.49% | 38,889 | SH |
| 12 | VISA INC | V | 92826C839 | $2.5M | 2.48% | 8,404 | SH |
| 13 | WATERS CORP | WAT | 941848103 | $2.4M | 2.30% | 7,925 | SH |
| 14 | LINDE PLC | LIN | G54950103 | $2.3M | 2.29% | 4,733 | SH |
| 15 | XYLEM INC | XYL | 98419M100 | $2.3M | 2.29% | 19,608 | SH |
| 16 | NETFLIX INC. | NFLX | 64110L106 | $2.3M | 2.24% | 23,857 | SH |
| 17 | ASML HLDG NV | ASML | N07059210 | $2.2M | 2.12% | 1,642 | SH |
| 18 | DEERE & CO | DE | 244199105 | $2.1M | 2.04% | 3,714 | SH |
| 19 | NXP SEMICONDUCTORS N V | NXPI | N6596X109 | $2.1M | 2.01% | 10,452 | SH |
| 20 | D R HORTON INC | DHI | 23331A109 | $2.1M | 2.01% | 14,993 | SH |
| 21 | DISNEY WALT CO | DIS | 254687106 | $1.9M | 1.82% | 19,328 | SH |
| 22 | S&P GLOBAL INC | SPGI | 78409V104 | $1.8M | 1.79% | 4,299 | SH |
| 23 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $1.8M | 1.74% | 11,334 | SH |
| 24 | PROLOGIS INC. | PLD | 74340W103 | $1.8M | 1.72% | 13,347 | SH |
| 25 | ASTRAZENECA PLC | AZN | G0593M107 | $1.7M | 1.70% | 8,822 | SH |
| 26 | STRYKER CORPORATION | SYK | 863667101 | $1.7M | 1.64% | 5,103 | SH |
| 27 | SCHWAB CHARLES CORP | SCHW | 808513105 | $1.6M | 1.59% | 17,331 | SH |
| 28 | DANAHER CORP DEL | DHR | 235851102 | $1.6M | 1.56% | 8,410 | SH |
| 29 | WILLIS TOWERS WATSON PLC LTD | WTW | G96629103 | $1.6M | 1.54% | 5,428 | SH |
| 30 | FIRST SOLAR INC | FSLR | 336433107 | $1.6M | 1.52% | 7,885 | SH |
| 31 | HA SUSTAINABLE INFRA CAP INC | HASI | 41068X100 | $1.5M | 1.51% | 42,002 | SH |
| 32 | SONY GROUP CORP | SONY | 835699307 | $1.5M | 1.45% | 71,856 | SH |
| 33 | APTIV PLC | APTV | G3265R107 | $1.5M | 1.42% | 21,013 | SH |
| 34 | NVENT ELEC PLC | NVT | G6700G107 | $1.3M | 1.31% | 11,300 | SH |
| 35 | AVERY DENNISON CORP | AVY | 053611109 | $1.3M | 1.25% | 7,389 | SH |
| 36 | ISHARES TR | DMXF | 46436E759 | $1.3M | 1.25% | 16,910 | SH |
| 37 | ADOBE INC | ADBE | 00724F101 | $1.2M | 1.20% | 5,057 | SH |
| 38 | INTEL CORP | INTC | 458140100 | $1.2M | 1.16% | 27,002 | SH |
| 39 | HDFC BANK LTD | HDB | 40415F101 | $1.2M | 1.15% | 47,480 | SH |
| 40 | GSK PLC | GSK | 37733W204 | $1.1M | 1.09% | 20,306 | SH |
| 41 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $1.0M | 0.99% | 7,424 | SH |
| 42 | LEVI STRAUSS & CO NEW | LEVI | 52736R102 | $947.2K | 0.92% | 51,226 | SH |
| 43 | NEW YORK TIMES CO MTN BE | NYT | 650111107 | $917.7K | 0.90% | 10,961 | SH |
| 44 | SERVICENOW INC | NOW | 81762P102 | $782.9K | 0.76% | 7,488 | SH |
| 45 | ALPHABET INC | GOOG | 02079K107 | $757.9K | 0.74% | 2,642 | SH |
| 46 | COOPER COS INC | COO | 216648501 | $705.1K | 0.69% | 9,862 | SH |
| 47 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $684.5K | 0.67% | 1,533 | SH |
| 48 | AVALONBAY CMNTYS INC | AVB | 053484101 | $651.6K | 0.64% | 3,989 | SH |
| 49 | MERCADOLIBRE INC | MELI | 58733R102 | $596.5K | 0.58% | 345 | SH |
| 50 | VANGUARD INDEX FDS | VTI | 922908769 | $507.8K | 0.50% | 1,583 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $102.4M | 56 | 0001909570-26-000002 |
| 2025-12-31 | 2026-01-21 | $112.3M | 62 | 0001909570-26-000001 |