N10 Assets, LLC
N10 Assets, LLC reported 34 holdings worth US$263M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
N10 Assets, LLC reported 34 holdings worth US$263M as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$263M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 84,525 | US$28.9M | 11.0% |
| Nvidia Corporation | 90,755 | US$20.7M | 7.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 40,043 | US$18.3M | 6.9% |
| Amazon.com, Inc. | 63,742 | US$15.9M | 6.0% |
| Vertiv Holdings, Llc | 61,020 | US$14.7M | 5.6% |
| Meta Platforms, Inc. | 17,704 | US$12.8M | 4.9% |
| Marvell Technology, Inc. | 46,425 | US$12.3M | 4.7% |
| Lam Research Corporation | 36,940 | US$12.1M | 4.6% |
| Palantir Technologies Inc. | 62,647 | US$11.7M | 4.5% |
| Sandisk Corporation | 6,514 | US$11.3M | 4.3% |
| Microsoft Corp. | 21,127 | US$10.8M | 4.1% |
| Ge Vernova Inc. | 9,698 | US$9.22M | 3.5% |
| Broadcom Inc. | 24,645 | US$8.66M | 3.3% |
| Lumentum Holdings Inc. | 8,608 | US$8.36M | 3.2% |
| Mckesson Corporation | 9,615 | US$8.21M | 3.1% |
| Quanta Services, Inc. | 12,656 | US$8.13M | 3.1% |
| Texas Instruments Incorporated | 21,321 | US$5.97M | 2.3% |
| Uber Technologies, Inc. | 84,591 | US$5.8M | 2.2% |
| Eli Lilly And Company | 4,676 | US$5.41M | 2.1% |
| American Express Company | 17,669 | US$5.37M | 2.0% |
| Oracle Corporation | 37,397 | US$5.13M | 2.0% |
| Amphenol Corporation | 59,905 | US$5.05M | 1.9% |
| Axon Enterprise, Inc. | 11,349 | US$4.8M | 1.8% |
| Vistra Corp. | 32,333 | US$4.47M | 1.7% |
| Tesla, Inc. | 11,642 | US$4.13M | 1.6% |
| Micron Technology, Inc. | 2,324 | US$2.48M | 0.94% |
| Apple Inc | 1,387 | US$462K | 0.18% |
| Berkshire Hathaway Inc. | 800 | US$398K | 0.15% |
| Navan, Inc. | 15,321 | US$322K | 0.12% |
| Autozone, Inc. | 103 | US$291K | 0.11% |
| Caterpillar, Inc. | 350 | US$284K | 0.11% |
| Jp Morgan Chase & Co. | 746 | US$247K | 0.09% |
| Merck & Company, Inc. | 1,488 | US$216K | 0.08% |
Source
View original at SEC
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