StockDriftsStockDriftsTop 34 N10 Assets LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 8.6% | 59.4K | $19.9M | new | $284.52(+4.00%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.28% | 40.1K | $19.1M | new | $397.04(+7.52%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 8.14% | 94.1K | $18.8M | new | $182.63(+23.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.77% | 65.7K | $15.7M | new | $219.64(+19.53%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 6.27% | 33.5K | $14.5M | new | $316.63(+6.56%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.13% | 33.2K | $11.9M | new | $315.43(+9.28%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 5.11% | 5.2K | $11.8M | new | $1423.11(+23.89%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 4.96% | 38.5K | $11.5M | new | $192.85(+21.62%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 4.06% | 8.0K | $9.4M | new | $996.10(+8.51%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.71% | 15.3K | $8.6M | new | $549.83(+5.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
N10 Assets LLC reports $231.30M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are VRT (8.6%), TSM (8.3%) and NVDA (8.1%). The top 20 holdings account for 89.37% of reported assets. Figures reflect the Q2 2026 filing.
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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