Holdings
L2 Asset Management, LLC
As of Jun 30, 2026, L2 Asset Management, LLC reported 338 positions worth US$640M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 134K | US$26.8M | +7,225 | Jun 30, 2026 |
| Apple Inc | 86,513 | US$25M | −68 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 62,008 | US$22.2M | +373 | Jun 30, 2026 |
| Dell Technologies Inc. | 41,547 | US$17.9M | +1,440 | Jun 30, 2026 |
| Microsoft Corp. | 42,796 | US$16M | +1,822 | Jun 30, 2026 |
| Netapp, Inc. | 89,426 | US$13.8M | −4,800 | Jun 30, 2026 |
| Dollar Tree, Inc. | 101K | US$12.2M | +26,765 | Jun 30, 2026 |
| Amgen Inc. | 31,241 | US$11.3M | +3,501 | Jun 30, 2026 |
| Cisco Systems, Inc. | 90,630 | US$10.6M | −19,478 | Jun 30, 2026 |
| Cf Industries Holdings, Inc. | 96,957 | US$10.5M | −15,108 | Jun 30, 2026 |