One68 Global Capital, LLC

CIK: 0001755535Latest portfolio: $8.5M · Q4 2025

Holdings

35

Total Value

$8.5M

New Positions

29

Closed Positions

14

#StockSharesValue% PortfolioChangeType
1
DTEDTE ENERGY CO
5,000$645K7.60%NEW
2
CWANCLEARWATER ANALYTICS HLDGS I
20,000$482K5.68%NEW
3
AM6AMICUS THERAPEUTICS INC
30,000$427K5.03%NEW
4
ARESARES MANAGEMENT CORPORATION
2,500$404K4.76%NEW
5
SGRYSURGERY PARTNERS INC
24,000$370K4.36%NEW
6
PANWPALO ALTO NETWORKS INC
2,000$368K4.34%NEW
7
TASKTASKUS INC
30,308$357K4.21%NEW
8
UPSUNITED PARCEL SERVICE INC
3,500$347K4.09%NEW
9
OXYOCCIDENTAL PETE CORP
8,000$328K3.87%NEW
10
EXASEXACT SCIENCES CORP
3,000$305K3.59%NEW
11
SSENTINELONE INC
20,000$300K3.54%NEW
12
ALEXALEXANDER & BALDWIN INC NEW
13,748$284K3.35%NEW
13
FLRFLUOR CORP NEW
6,500$258K3.04%-3,002
14
VSTSVESTIS CORPORATION
38,243$255K3.00%NEW
15
PDPAGERDUTY INC
18,000$235K2.77%+8K
16
FWRDFORWARD AIR CORP
9,000$225K2.65%NEW
17
VRSKVERISK ANALYTICS INC
1,000$223K2.63%NEW
18
TGNATEGNA INC
11,400$221K2.60%NEW
19
BABOEING CO
1,000$217K2.56%NEW
20
RNAAVIDITY BIOSCIENCES INC
3,000$216K2.55%NEW
21
NKENIKE INC
3,400$216K2.55%+400
22
QXOQXO INC
11,000$212K2.50%-1,000
23
LWLAMB WESTON HLDGS INC
5,000$207K2.44%NEW
24
LNSRLENSAR INC
16,968$197K2.32%-322
25
PRMBPRIMO BRANDS CORPORATION
12,000$196K2.31%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PD18K+8K
ALIT25K+5K
NKE3K+400

Decreased Positions

NameSharesChange
FLR7K-3002
QXO11K-1000
LNSR17K-322

Sector Breakdown

Industrials0.0% ($347258255225.2T)
Healthcare0.0% ($37030521619.7T)
Technology0.0% ($482368357.3T)
Financial Services0.0% ($40.4B)
Unknown0.0% ($427.1M)
Consumer Cyclical0.0% ($216.2M)
Consumer Defensive0.0% ($207.2M)
Communication Services0.0% ($22.2M)
Utilities0.0% ($645K)
Energy0.0% ($328K)
Real Estate0.0% ($284K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$8.5M35
Q3 2025Nov 14, 2025$6.2B20
Q1 2025May 15, 2025$203.6B90
Q4 2024Feb 14, 2025$187.8B98

Fund Information

CIK0001755535
Most Recent FilingFeb 17, 2026
Number of Filings4

One68 Global Capital, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $8.5M across 35 holdings. The largest position is DTE ENERGY CO (DTE), representing 7.6% of the portfolio. Compared to the previous quarter, the fund opened 29 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.