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N10 Assets, LLC Portfolio
$263.1M across 34 positions as of 2026-09-30, with 56% of it in the ten largest. 2 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $20.7M | 7.9% | 90,755 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $18.3M | 6.9% | 40,043 |
| GOOGAlphabet Inc | $16M | 6.1% | 46,869 |
| AMZNAmazon.com Inc | $15.9M | 6.0% | 63,742 |
| VRTVertiv Holdings Co | $14.7M | 5.6% | 61,020 |
| GOOGLAlphabet Inc | $13M | 4.9% | 37,656 |
| METAMeta Platforms Inc | $12.8M | 4.9% | 17,704 |
| MRVLMarvell Technology Inc | $12.3M | 4.7% | 46,425 |
| LRCXLam Research Corp | $12.1M | 4.6% | 36,940 |
| PLTRPalantir Technologies Inc | $11.7M | 4.5% | 62,647 |
| SNDKSandisk Corp | $11.3M | 4.3% | 6,514 |
| MSFTMicrosoft Corp | $10.8M | 4.1% | 21,127 |
| GEVGE Vernova Inc | $9.2M | 3.5% | 9,698 |
| AVGOBroadcom Inc | $8.7M | 3.3% | 24,645 |
| LITELumentum Holdings Inc | $8.4M | 3.2% | 8,608 |
| MCKMcKesson Corp | $8.2M | 3.1% | 9,615 |
| PWRQuanta Services Inc | $8.1M | 3.1% | 12,656 |
| TXNTexas Instruments Inc | $6M | 2.3% | 21,321 |
| UBERUber Technologies Inc | $5.8M | 2.2% | 84,591 |
| LLYEli Lilly and Co | $5.4M | 2.1% | 4,676 |
| AXPAmerican Express Co | $5.4M | 2.0% | 17,669 |
| ORCLOracle Corp | $5.1M | 2.0% | 37,397 |
| APHAmphenol Corp | $5M | 1.9% | 59,905 |
| AXONAxon Enterprise Inc | $4.8M | 1.8% | 11,349 |
| VSTVistra Corp | $4.5M | 1.7% | 32,333 |
| TSLATesla Inc | $4.1M | 1.6% | 11,642 |
| MUMicron Technology Inc | $2.5M | 0.9% | 2,324 |
| AAPLApple Inc | $461.9K | 0.2% | 1,387 |
| BRK.BBerkshire Hathaway Inc | $398.4K | 0.2% | 800 |
| NAVAN INC | $321.6K | 0.1% | 15,321 |
| AZOAutozone Inc | $291.5K | 0.1% | 103 |
| CATCaterpillar Inc | $283.8K | 0.1% | 350 |
| JPMJPMorgan Chase & Co | $246.8K | 0.1% | 746 |
| MRKMerck & Co Inc | $216.2K | 0.1% | 1,488 |
Quarter ending 2026-09-30.
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