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N10 ASSETS, LLC

hedge fundUpdated 22 days ago

Managed by N10 Assets, Llc • Latest filing Q3 2026

Portfolio value
$263.1M
Q3 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
67.3%
Implied from 13F holdings

Top holdings

34 positions as of Q3 2026

View filing
N

NVIDIA CORPORATION

-3.6%
Value
$20.7M
Shares
90.8K
% Port
7.88%
T

TAIWAN SEMICONDUCTOR MFG LTD

-0.1%
Value
$18.3M
Shares
40.0K
% Port
6.94%
G

ALPHABET INC

+1820.9%
Value
$16M
Shares
46.9K
% Port
6.07%
A

AMAZON COM INC

-3.0%
Value
$15.9M
Shares
63.7K
% Port
6.04%
V

VERTIV HOLDINGS CO

+2.7%
Value
$14.7M
Shares
61.0K
% Port
5.60%
G

ALPHABET INC

+13.5%
Value
$13M
Shares
37.7K
% Port
4.93%
M

META PLATFORMS INC

+16.1%
Value
$12.8M
Shares
17.7K
% Port
4.88%
M

MARVELL TECHNOLOGY INC

+20.4%
Value
$12.3M
Shares
46.4K
% Port
4.66%
L

LAM RESEARCH CORP

+10.3%
Value
$12.1M
Shares
36.9K
% Port
4.61%
P

PALANTIR TECHNOLOGIES INC

+4.2%
Value
$11.7M
Shares
62.6K
% Port
4.45%
S

SANDISK CORP

+25.3%
Value
$11.3M
Shares
6.5K
% Port
4.31%
M

MICROSOFT CORP

+19.3%
Value
$10.8M
Shares
21.1K
% Port
4.12%
G

GE VERNOVA INC

+21.2%
Value
$9.2M
Shares
9.7K
% Port
3.50%
A

BROADCOM INC

+18.0%
Value
$8.7M
Shares
24.6K
% Port
3.29%
L

LUMENTUM HLDGS INC

+26.3%
Value
$8.4M
Shares
8.6K
% Port
3.18%
M

MCKESSON CORP

+27.9%
Value
$8.2M
Shares
9.6K
% Port
3.12%
P

QUANTA SVCS INC

+26.4%
Value
$8.1M
Shares
12.7K
% Port
3.09%
T

TEXAS INSTRS INC

Value
$6M
Shares
21.3K
% Port
2.27%
U

UBER TECHNOLOGIES INC

+27.0%
Value
$5.8M
Shares
84.6K
% Port
2.20%
L

ELI LILLY & CO

+14.9%
Value
$5.4M
Shares
4.7K
% Port
2.06%

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