StockDriftsStockDriftsTop 34 N10 Assets LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.88% | 90.8K | $20.7M | -3.57%(-3.36K) | $182.63(+18.87%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.94% | 40.0K | $18.3M | -0.09%(-38) | $397.04(+5.84%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 6.07% | 46.9K | $16.0M | +1820.86%(+44.43K) | $345.28(-1.48%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 6.04% | 63.7K | $15.9M | -3.01%(-1.98K) | $219.64(+19.49%) | 2026-09-30 | |
| VRT | VERTIV HOLDINGS CO | 5.6% | 61.0K | $14.7M | +2.72%(+1.62K) | $284.61(-27.59%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.93% | 37.7K | $13.0M | +13.48%(+4.47K) | $319.63(+7.68%) | 2026-09-30 | |
| META | META PLATFORMS INC | 4.88% | 17.7K | $12.8M | +16.08%(+2.45K) | $562.91(+25.32%) | 2026-09-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 4.66% | 46.4K | $12.3M | +20.45%(+7.88K) | $207.83(+14.08%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 4.61% | 36.9K | $12.1M | +10.35%(+3.46K) | $322.66(-15.64%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.45% | 62.6K | $11.7M | +4.20%(+2.52K) | $128.11(+51.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -0.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.50% |
N10 Assets LLC reports $263.06M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.9%), TSM (6.9%) and GOOG (6.1%). The top 20 holdings account for 87.2% of reported assets. Its disclosed equity book has returned -0.91% cumulatively over 1 quarter. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from N10 Assets LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2146922). View N10 Assets LLC’s 13F filings on SEC