N10 ASSETS, LLC: 13F holdings
CIK 21469222026Q2
| Positions | 34 |
|---|---|
| Reported value | $231.3m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VRT VERTIV HOLDINGS CO | 59,404 | $19.9m | 8.6% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 40,081 | $19.1m | 8.3% |
| NVDA NVIDIA CORPORATION | 94,114 | $18.8m | 8.1% |
| AMZN AMAZON COM INC | 65,718 | $15.7m | 6.8% |
| LRCX LAM RESEARCH CORP | 33,476 | $14.5m | 6.3% |
| GOOGL ALPHABET INC | 33,184 | $11.9m | 5.1% |
| SNDK SANDISK CORP | 5,199 | $11.8m | 5.1% |
| MRVL MARVELL TECHNOLOGY INC | 38,542 | $11.5m | 5.0% |
| GEV GE VERNOVA INC | 8,002 | $9.4m | 4.1% |
| META META PLATFORMS INC | 15,251 | $8.6m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2146922")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.