§ 13F · FUND PROFILE
N10 ASSETS, LLC.
AUM · $231M (13F)Positions · 34Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$231M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | 59K | $20M | 8.6% | NEW |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 40K | $19M | 8.3% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 94K | $19M | 8.1% | NEW |
| 4 | AMZN | AMAZON COM INC | 66K | $16M | 6.8% | NEW |
| 5 | LRCX | LAM RESEARCH CORP | 33K | $15M | 6.3% | NEW |
| 6 | GOOGL | ALPHABET INC | 33K | $12M | 5.1% | NEW |
| 7 | SNDK | SANDISK CORP | 5K | $12M | 5.1% | NEW |
| 8 | MRVL | MARVELL TECHNOLOGY INC | 39K | $11M | 5.0% | NEW |
| 9 | GEV | GE VERNOVA INC | 8K | $9M | 4.1% | NEW |
| 10 | META | META PLATFORMS INC | 15K | $9M | 3.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE N10 SIGNAL
AC read
N10 ASSETS, LLC is a institutional fund managing $231 million in assets. The fund runs a portfolio of 34 positions.
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