Fund HoldingsOne68 Global Capital, LLC

Total Portfolio Value
$30.90M
Total Bought
$29.99M
Total Sold
$7.56M
Net Transaction
+$22.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHART INDS INC(GTLS)021,626+21,62604,47114.47%+4,471
SEALED AIR CORP NEW098,500+98,50004,14213.40%+4,142
WARNER BROS DISCOVERY INC(WBD)0142,069+142,06903,90112.63%+3,901
APELLIS PHARMACEUTICALS INC
COM
055,347+55,34702,2277.21%+2,227
ELECTRONIC ARTS INC(EA)07,875+7,87501,6055.20%+1,605
AMAZON COM INC(AMZN)07,227+7,22701,5054.87%+1,505
TRI POINTE HOMES INC
COM
027,750+27,75001,2974.20%+1,297
VERIS RESIDENTIAL INC060,000+60,00001,1323.66%+1,132
SKYWATER TECHNOLOGY INC(SKYT)040,000+40,00001,0963.55%+1,096
HOLOGIC INC09,127+9,12706902.23%+690
QIAGEN NV(QGEN)015,172+15,17206071.97%+607
ROCKET COS INC(RKT)041,000+41,00005841.89%+584
TERNS PHARMACEUTICALS INC011,000+11,00005801.88%+580
DISNEY WALT CO(DIS)05,000+5,00004821.56%+482
BOSTON SCIENTIFIC CORP(BSX)06,500+6,50004081.32%+408
ALASKA AIR GROUP INC011,000+11,00004051.31%+405
AIRBNB INC03,000+3,00003801.23%+380
COEUR MNG INC(CDE)020,000+20,00003751.21%+375
CAPITAL ONE FINL CORP(COF)02,000+2,00003651.18%+365
ROCKWELL AUTOMATION INC(ROK)01,000+1,00003591.16%+359
SHOPIFY INC(SHOP)03,000+3,00003561.15%+356
TXNM ENERGY INC(TXNM)06,000+6,00003481.13%+348
ZIM INTEGRATED SHIPPING SERV
SHS
011,882+11,88203131.01%+313
WILLSCOT HLDGS CORP(WSC)017,409+17,40903020.98%+302
GOLAR LNG LTD
SHS
05,000+5,00002710.88%+271
COMCAST CORP NEW(CCZ)08,000+8,00002270.73%+227
APOLLO GLOBAL MGMT INC(APO)02,000+2,00002230.72%+223
BAIDU INC02,000+2,00002230.72%+223
ANTERIS TECHNOLOGIES GLOBAL039,780+39,78002210.71%+221
UIPATH INC(PATH)015,000+15,00001670.54%+167
SURGERY PARTNERS INC(SGRY)24,00045,000+21,0003715361.74%+166
STREAMEX CORP24,668192,924+168,256752180.71%+143
BANCO SANTANDER SA(SAN)010,000+10,00001110.36%+111
QXO INC(QXO)11,00015,000+4,0002122910.94%+79
ADVISORSHARES TR
PURE US CANN ETF
020,000+20,0000710.23%+71
BIMERGEN ENERGY CORP029,300+29,3000620.20%+62
PRIORITY TECHNOLOGY HLDGS IN011,000+11,0000520.17%+52
ALPHATON CAPITAL CORP
SHS NEW
0112,000+112,0000350.11%+35
CEA INDUSTRIES INC56,4000-56,40030-3
NIKE INC(NKE)3,4004,000+6002172110.68%-5
ALIGHT INC(ALIT)25,0000-25,000490-49
IOVANCE BIOTHERAPEUTICS INC(IOVA)20,0000-20,000550-55
KORE GROUP HLDGS INC14,0000-14,000590-59
BED BATH & BEYOND INC20,0000-20,0001090-109
EVOLENT HEALTH INC41,51421,514-20,000166490.16%-117
TERAWULF INC(WULF)11,6260-11,6261340-134
SIX FLAGS ENTERTAINMENT CORP(FUN)10,0000-10,0001530-153
TELADOC HEALTH INC(TDOC)26,0000-26,0001820-182
PRIMO BRANDS CORPORATION(PRMB)12,0000-12,0001960-196
LENSAR INC16,9680-16,9681970-197
LAMB WESTON HLDGS INC(LW)5,0000-5,0002080-208
AVIDITY BIOSCIENCES INC3,0000-3,0002160-216
BOEING CO(BA)1,0000-1,0002170-217
TEGNA INC11,4000-11,4002210-221
VERISK ANALYTICS INC(VRSK)1,0000-1,0002240-224
FORWARD AIR CORP9,0000-9,0002250-225
PAGERDUTY INC18,0000-18,0002360-236
VESTIS CORPORATION(VSTS)38,2430-38,2432550-255
FLUOR CORP NEW(FLR)6,5000-6,5002580-258
ALEXANDER & BALDWIN INC NEW13,7480-13,7482840-284
SENTINELONE INC(S)20,0000-20,0003000-300
EXACT SCIENCES CORP(EXK)3,0000-3,0003050-305
OCCIDENTAL PETE CORP(OXY)8,0000-8,0003290-329
UNITED PARCEL SERVICE INC(UPS)3,5000-3,5003470-347
TASKUS INC30,3080-30,3083570-357
PALO ALTO NETWORKS INC(PANW)2,0000-2,0003680-368
ARES MANAGEMENT CORPORATION(ARES)2,5000-2,5004040-404
AMICUS THERAPEUTICS INC
COM
30,0000-30,0004270-427
CLEARWATER ANALYTICS HLDGS I20,0000-20,0004820-482
DTE ENERGY CO(DTB)5,0000-5,0006450-645
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