DOSSIER · 13F-HR · Q2 2026

N10 ASSETS, LLC

$231M in tracked AUM across 34 positions as of Q2 2026.

NA
CIK 0002146922 · last filed Jun 30, 2026
Total AUM
$231M
as of Q2 2026
Holdings
34
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

N10 ASSETS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VRT
VERTIV HOLDINGS CO
$20M59K8.6%
02
TSM
TAIWAN SEMICONDUCTOR MFG LTD
$19M40K8.3%
03
NVDA
NVIDIA CORPORATION
$19M94K8.1%
04
AMZN
AMAZON COM INC
$16M66K6.8%
05
LRCX
LAM RESEARCH CORP
$15M33K6.3%
06
GOOGL
ALPHABET INC
$12M33K5.1%
07
SNDK
SANDISK CORP
$12M5K5.1%
08
MRVL
MARVELL TECHNOLOGY INC
$11M39K5.0%
09
GEV
GE VERNOVA INC
$9M8K4.1%
10
META
META PLATFORMS INC
$9M15K3.7%

Filing history

2026Q2Jun 30
$231M
34 positionsView →