N10 ASSETS, LLC
N10 ASSETS, LLC reported 34 positions worth $231.3M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: VRT (8.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VRT | SH | $19.9M | 8.60% | 59,404 | — | — | |
| ▸ 2 | TSM | SH | $19.1M | 8.28% | 40,081 | — | — | |
| ▸ 3 | NVDA | SH | $18.8M | 8.14% | 94,114 | — | — | |
| ▸ 4 | AMZN | SH | $15.7M | 6.77% | 65,718 | — | — | |
| ▸ 5 | LRCX | SH | $14.5M | 6.27% | 33,476 | — | — | |
| ▸ 6 | GOOGL | SH | $11.9M | 5.13% | 33,184 | — | — | |
| ▸ 7 | SNDK | SH | $11.8M | 5.11% | 5,199 | — | — | |
| ▸ 8 | MRVL | SH | $11.5M | 4.96% | 38,542 | — | — | |
| ▸ 9 | GEV | SH | $9.4M | 4.07% | 8,002 | — | — | |
| ▸ 10 | META | SH | $8.6M | 3.71% | 15,251 | — | — |
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Frequently Asked Questions
What stocks does N10 ASSETS, LLC hold as of Q2 2026?
N10 ASSETS, LLC reported 34 positions worth $231.3M in its Q2 2026 13F filing. Largest positions: VRT (8.6%), TSM (8.3%), NVDA (8.1%), AMZN (6.8%) and LRCX (6.3%).
What did N10 ASSETS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did N10 ASSETS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.