Figure 8 Investment Strategies LLC
Figure 8 Investment Strategies LLC reported 56 US-listed holdings worth $118.3 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Apple Inc. (6.2%), Alphabet Inc. (5.9%) and Taiwan Semiconductor Manufacturing Company Limited (4.7%). Against the quarter before, it opened 2 positions, added to 26, trimmed 25 and sold out of 2.
The 14 largest of its 56 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +35.5% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Versigent plc VGNT$684,973
- Johnson & Johnson JNJ$203,176
Added to 26
- ServiceNow, Inc. NOW+11,498 shares · +154%
- GSK plc GSK+18,380 shares · +91%
- Visa Inc. V+2,332 shares · +28%
- MercadoLibre, Inc. MELI+451 shares · +131%
- Workday, Inc. WDAY+3,003 shares · +84%
- Charles Schwab Corp. SCHW+2,362 shares · +14%
- iShares Trust DMXF+1,930 shares · +11%
- Vertex Pharmaceuticals Inc. VRTX+243 shares · +16%
and 18 more in the table below
Trimmed 25
- Corning Inc. GLW-5,726 shares · -24%
- Flex Ltd. FLEX-7,403 shares · -19%
- Intel Corp. INTC-7,250 shares · -27%
- Nextpower Inc. NXT-3,934 shares · -16%
- Danaher Corp. DHR-1,911 shares · -23%
- Intercontinental Exchange, Inc. ICE-2,462 shares · -22%
- Adobe Inc. ADBE-1,253 shares · -25%
- Micron Technology Inc. MU-201 shares · -25%
and 17 more in the table below
Sold out of 2
- HDFC Bank Limited HDB$1.2 million last quarter
- Boston Scientific Corp. BSX$467,488 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Apple Inc. AAPL | 25.4K | $7.3 million | 6.21% | -469 |
| Alphabet Inc. GOOGL | 19.7K | $7.0 million | 5.94% | +100 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 11.7K | $5.6 million | 4.70% | +141 |
| Microsoft Corp. MSFT | 14.1K | $5.3 million | 4.45% | +61 |
| Flex Ltd. FLEX | 31.5K | $5.1 million | 4.31% | -7.4K |
| Corning Inc. GLW | 18.3K | $4.7 million | 3.95% | -5.7K |
| Visa Inc. V | 10.7K | $3.7 million | 3.11% | +2.3K |
| Trane Technologies plc TT | 7.4K | $3.6 million | 3.07% | +13 |
| TJX Companies Inc. TJX | 22.5K | $3.4 million | 2.88% | -199 |
| ASML Holding N.V. ASML | 1.6K | $3.3 million | 2.75% | -6 |
| Amalgamated Financial Corp. AMAL | 67.3K | $3.1 million | 2.61% | +1.2K |
| NXP Semiconductors N.V. NXPI | 10.6K | $3.0 million | 2.51% | +100 |
| Waters Corp. WAT | 7.9K | $3.0 million | 2.51% | -19 |
| Costco Wholesale Corp. COST | 3.1K | $2.9 million | 2.44% | -44 |
| Intel Corp. INTC | 19.8K | $2.8 million | 2.33% | -7.2K |
| Nextpower Inc. NXT | 21.4K | $2.5 million | 2.15% | -3.9K |
| Linde plc LIN | 4.7K | $2.5 million | 2.08% | +15 |
| D.R. Horton, Inc. DHI | 14.7K | $2.4 million | 2.03% | -271 |
| Deere & Co. DE | 3.8K | $2.4 million | 2.01% | +40 |
| Xylem Inc. XYL | 18.0K | $2.1 million | 1.79% | -1.6K |
| GSK plc GSK | 38.7K | $2.0 million | 1.71% | +18.4K |
| nVent Electric plc NVT | 11.3K | $1.9 million | 1.63% | +40 |
| First Solar, Inc. FSLR | 8.1K | $1.9 million | 1.61% | +203 |
| ServiceNow, Inc. NOW | 19.0K | $1.9 million | 1.59% | +11.5K |
| Charles Schwab Corp. SCHW | 19.7K | $1.8 million | 1.54% | +2.4K |
| Prologis, Inc. PLD | 13.4K | $1.8 million | 1.53% | +21 |
| Walt Disney Co. DIS | 18.7K | $1.8 million | 1.52% | -648 |
| Netflix Inc. NFLX | 24.4K | $1.7 million | 1.47% | +520 |
| AstraZeneca PLC AZN | 9.1K | $1.7 million | 1.46% | +298 |
| HA Sustainable Infrastructure Capital, Inc. HASI | 43.2K | $1.7 million | 1.43% | +1.2K |
| S&P Global Inc. SPGI | 4.1K | $1.7 million | 1.40% | -225 |
| iShares Trust DMXF | 18.8K | $1.6 million | 1.35% | +1.9K |
| Stryker Corp. SYK | 5.0K | $1.6 million | 1.33% | -121 |
| Sony Group Corporation SONY | 70.6K | $1.4 million | 1.20% | -1.3K |
| Aptiv plc APTV | 22.6K | $1.4 million | 1.17% | +1.6K |
| MercadoLibre, Inc. MELI | 796 | $1.4 million | 1.14% | +451 |
| Levi Strauss & Co. New LEVI | 52.1K | $1.3 million | 1.09% | +830 |
| Willis Towers Watson plc WTW | 4.9K | $1.3 million | 1.09% | -484 |
| Danaher Corp. DHR | 6.5K | $1.2 million | 1.05% | -1.9K |
| Avery Dennison Corp. AVY | 7.2K | $1.2 million | 0.99% | -147 |
| Intercontinental Exchange, Inc. ICE | 8.9K | $1.1 million | 0.92% | -2.5K |
| American Water Works Company, Inc. AWK | 6.8K | $893,297 | 0.75% | -635 |
| Vertex Pharmaceuticals Inc. VRTX | 1.8K | $882,192 | 0.75% | +243 |
| Alphabet Inc. GOOG | 2.4K | $841,632 | 0.71% | -260 |
| Workday, Inc. WDAY | 6.6K | $804,422 | 0.68% | +3.0K |
| Avalonbay Cmntys Inc. AVB | 4.2K | $798,159 | 0.67% | +241 |
| New York Times Co. NYT | 11.3K | $792,699 | 0.67% | +367 |
| Adobe Inc. ADBE | 3.8K | $779,896 | 0.66% | -1.3K |
| Versigent plc VGNT | 16.3K | $684,973 | 0.58% | new |
| Micron Technology Inc. MU | 589 | $679,877 | 0.57% | -201 |
| Cooper Companies, Inc. COO | 8.7K | $625,885 | 0.53% | -1.1K |
| VG Totl STK Vprs VTI | 1.6K | $585,773 | 0.49% | no change |
| PNC Financial Services Group, Inc. PNC | 1.3K | $329,689 | 0.28% | -41 |
| iShares Trust DSI | 2.0K | $283,356 | 0.24% | no change |
| Berkshire Hathaway Inc. Class B BRKB | 450 | $225,176 | 0.19% | no change |
| Johnson & Johnson JNJ | 800 | $203,176 | 0.17% | new |