Holdings
N10 Assets, LLC
As of Sep 30, 2026, N10 Assets, LLC reported 33 positions worth US$263M. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 84,525 | US$28.9M | +48,929 | Sep 30, 2026 |
| Nvidia Corporation | 90,755 | US$20.7M | −3,359 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 40,043 | US$18.3M | −38 | Sep 30, 2026 |
| Amazon.com, Inc. | 63,742 | US$15.9M | −1,976 | Sep 30, 2026 |
| Vertiv Holdings, Llc | 61,020 | US$14.7M | +1,616 | Sep 30, 2026 |
| Meta Platforms, Inc. | 17,704 | US$12.8M | +2,453 | Sep 30, 2026 |
| Marvell Technology, Inc. | 46,425 | US$12.3M | +7,883 | Sep 30, 2026 |
| Lam Research Corporation | 36,940 | US$12.1M | +3,464 | Sep 30, 2026 |
| Palantir Technologies Inc. | 62,647 | US$11.7M | +2,524 | Sep 30, 2026 |
| Sandisk Corporation | 6,514 | US$11.3M | +1,315 | Sep 30, 2026 |