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Portfolio (Quarterly) Guide ↗

One68 Global Capital, LLC

· CIK 0001755535
13F Portfolio $47M AUM 55 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 55 New
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPSC SPS COMM INC Technology 4,000.0 $229K 0.48% NEW $57.17 +41.8%
42 BILL BILL HOLDINGS INC Technology 6,000.0 $217K 0.46% NEW $36.16 +32.2%
43 NVDA NVIDIA CORPORATION Technology 1,000.0 $200K 0.42% NEW $200.09 +7.3%
44 GETY GETTY IMAGES HOLDINGS INC Communication Services 170,000.0 $146K 0.31% NEW $0.86 -69.3%
45 ANTERIS TECHNOLOGIES GLOBAL 13,013.0 $128K 0.27% NEW $9.85
46 ESPR ESPERION THERAPEUTICS INC NE Healthcare 30,000.0 $95K 0.20% NEW $3.16 +0.6%
47 TASK TASKUS INC Technology 20,000.0 $94K 0.20% NEW $4.68 +70.9%
48 EVH EVOLENT HEALTH INC Healthcare 16,514.0 $90K 0.19% NEW $5.42 -12.5%
49 STEX STREAMEX CORP Financial Services 90,836.0 $77K 0.16% NEW $0.85 -2.0%
50 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 11,000.0 $73K 0.15% NEW $6.67 -15.9%
51 SNAP SNAP INC Communication Services 15,000.0 $67K 0.14% NEW $4.44 +17.9%
52 BYND BEYOND MEAT INC Consumer Defensive 80,000.0 $60K 0.13% NEW $0.75 +1869.3%
53 UWMC UWM HOLDINGS CORPORATION Financial Services 20,000.0 $46K 0.10% NEW $2.29 -38.9%
54 ATON ALPHA COMPUTE CORP Financial Services 77,000.0 $20K 0.04% NEW $0.25 +15.2%
55 XTIA XTI AEROSPACE INC Industrials 10,000.0 $18K 0.04% NEW $1.81 -18.0%
Page 3 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 42.0%
Industrials 27.5%
Consumer Cyclical 9.7%
Technology 8.9%
Healthcare 6.8%
Real Estate 2.6%
Energy 1.2%
Consumer Defensive 0.9%
Financial Services 0.4%