FIGURE 8 INVESTMENT STRATEGIES LLC — 13F Holdings & Portfolio

CIK 1909570 · latest 13F-HR filed 2026-08-07

FIGURE 8 INVESTMENT STRATEGIES LLC manages $118.3M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (6.21%), GOOGL (5.94%), TSM (4.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 32, and trimmed 15.

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.

Filer Information
Address
1410 W WASHINGTON ST
BOISE, ID 83702
Phone
(208) 385-0078
Filing Manager
FIGURE 8 INVESTMENT STRATEGIES LLC
BOISE, ID
Signatory
Lisa Cooper
President/CCP/Founder & CEO
Loading holdings…
AUM

$118.3M

Long-equity book

Holdings

56

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+2 / −2 / ↑32 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FLEX LTD$2.6M +100.5%
  • TAIWAN SEMICONDUCTOR MANUFAC$1.7M +43.0%
  • INTEL CORP$1.6M +131.5%
  • CORNING INC$1.4M +43.1%
  • ALPHABET INC$1.4M +24.9%
Show all 32 →

Top Trims

  • INTERCONTINENTAL EXCHANGE IN-$690.4K -38.7%
  • NETFLIX INC.-$553.3K -24.1%
  • NEXTPOWER INC-$504.4K -16.5%
  • ADOBE INC-$449.4K -36.6%
  • DANAHER CORP DEL-$356.6K -22.4%
Show all 15 →

New Positions

  • VERSIGENT PLC$685.0K
  • JOHNSON & JOHNSON$203.2K
Show all 2 →

Exited Positions

  • HDFC BANK LTD$1.2M
  • BOSTON SCIENTIFIC CORP$467.5K
Show all 2 →
All Holdings

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 $7.3M 6.21% 25,377 SH
2 ALPHABET INC GOOGL 02079K305 $7.0M 5.94% 19,681 SH
3 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.6M 4.70% 11,655 SH
4 MICROSOFT CORP MSFT 594918104 $5.3M 4.45% 14,105 SH
5 FLEX LTD FLEX Y2573F102 $5.1M 4.31% 31,486 SH
6 CORNING INC GLW 219350105 $4.7M 3.95% 18,286 SH
7 VISA INC V 92826C839 $3.7M 3.11% 10,736 SH
8 TRANE TECHNOLOGIES PLC TT G8994E103 $3.6M 3.07% 7,401 SH
9 TJX COS INC NEW TJX 872540109 $3.4M 2.88% 22,477 SH
10 ASML HLDG NV ASML N07059210 $3.3M 2.75% 1,636 SH
11 AMALGAMATED FINANCIAL CORP AMAL 022671101 $3.1M 2.61% 67,308 SH
12 NXP SEMICONDUCTORS N V NXPI N6596X109 $3.0M 2.51% 10,552 SH
13 WATERS CORP WAT 941848103 $3.0M 2.51% 7,906 SH
14 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.9M 2.44% 3,082 SH
15 INTEL CORP INTC 458140100 $2.8M 2.33% 19,752 SH
16 NEXTPOWER INC NXT 65290E101 $2.5M 2.15% 21,387 SH
17 LINDE PLC LIN G54950103 $2.5M 2.08% 4,748 SH
18 D R HORTON INC DHI 23331A109 $2.4M 2.03% 14,722 SH
19 DEERE & CO DE 244199105 $2.4M 2.01% 3,754 SH
20 XYLEM INC XYL 98419M100 $2.1M 1.79% 17,967 SH
21 GSK PLC GSK 37733W204 $2.0M 1.71% 38,686 SH
22 NVENT ELEC PLC NVT G6700G107 $1.9M 1.63% 11,340 SH
23 FIRST SOLAR INC FSLR 336433107 $1.9M 1.61% 8,088 SH
24 SERVICENOW INC NOW 81762P102 $1.9M 1.59% 18,986 SH
25 SCHWAB CHARLES CORP SCHW 808513105 $1.8M 1.54% 19,693 SH
26 PROLOGIS INC. PLD 74340W103 $1.8M 1.53% 13,368 SH
27 DISNEY WALT CO DIS 254687106 $1.8M 1.52% 18,680 SH
28 NETFLIX INC. NFLX 64110L106 $1.7M 1.47% 24,377 SH
29 ASTRAZENECA PLC AZN G0593M107 $1.7M 1.46% 9,120 SH
30 HA SUSTAINABLE INFRA CAP INC HASI 41068X100 $1.7M 1.43% 43,230 SH
31 S&P GLOBAL INC SPGI 78409V104 $1.7M 1.40% 4,074 SH
32 ISHARES TR DMXF 46436E759 $1.6M 1.35% 18,840 SH
33 STRYKER CORPORATION SYK 863667101 $1.6M 1.33% 4,982 SH
34 SONY GROUP CORP SONY 835699307 $1.4M 1.20% 70,563 SH
35 APTIV PLC APTV G3265R107 $1.4M 1.17% 22,638 SH
36 MERCADOLIBRE INC MELI 58733R102 $1.4M 1.14% 796 SH
37 LEVI STRAUSS & CO NEW LEVI 52736R102 $1.3M 1.09% 52,056 SH
38 WILLIS TOWERS WATSON PLC LTD WTW G96629103 $1.3M 1.09% 4,944 SH
39 DANAHER CORP DEL DHR 235851102 $1.2M 1.05% 6,499 SH
40 AVERY DENNISON CORP AVY 053611109 $1.2M 0.99% 7,242 SH
41 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $1.1M 0.92% 8,872 SH
42 AMERICAN WTR WKS CO INC NEW AWK 030420103 $893.3K 0.75% 6,789 SH
43 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $882.2K 0.75% 1,776 SH
44 ALPHABET INC GOOG 02079K107 $841.6K 0.71% 2,382 SH
45 WORKDAY INC WDAY 98138H101 $804.4K 0.68% 6,571 SH
46 AVALONBAY CMNTYS INC AVB 053484101 $798.2K 0.67% 4,230 SH
47 NEW YORK TIMES CO MTN BE NYT 650111107 $792.7K 0.67% 11,328 SH
48 ADOBE INC ADBE 00724F101 $779.9K 0.66% 3,804 SH
49 VERSIGENT PLC VGNT G9600F104 $685.0K 0.58% 16,305 SH
50 MICRON TECHNOLOGY INC MU 595112103 $679.9K 0.57% 589 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $118.3M 56 0001909570-26-000003
2026-03-31 2026-04-23 $102.4M 56 0001909570-26-000002
2025-12-31 2026-01-21 $112.3M 62 0001909570-26-000001