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N10 WEALTH, LLC

hedge fundUpdated 22 days ago

Managed by N10 Wealth, Llc • Latest filing Q3 2026

Portfolio value
$347.6M
Q3 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
131.3%
Implied from 13F holdings

Top holdings

106 positions as of Q3 2026

View filing
N

NVIDIA CORPORATION

-3.6%
Value
$20.7M
Shares
90.8K
% Port
5.96%
T

TAIWAN SEMICONDUCTOR MFG LTD

-0.1%
Value
$18.3M
Shares
40.0K
% Port
5.25%
G

ALPHABET INC

+4.3%
Value
$16M
Shares
46.9K
% Port
4.59%
A

AMAZON COM INC

-3.0%
Value
$15.9M
Shares
63.7K
% Port
4.57%
V

VERTIV HOLDINGS CO

+2.7%
Value
$14.7M
Shares
61.0K
% Port
4.24%
G

ALPHABET INC

+13.5%
Value
$13M
Shares
37.7K
% Port
3.73%
M

META PLATFORMS INC

+16.1%
Value
$12.8M
Shares
17.7K
% Port
3.69%
M

MARVELL TECHNOLOGY INC

+20.4%
Value
$12.3M
Shares
46.4K
% Port
3.53%
L

LAM RESEARCH CORP

+10.3%
Value
$12.1M
Shares
36.9K
% Port
3.49%
P

PALANTIR TECHNOLOGIES INC

+4.2%
Value
$11.7M
Shares
62.6K
% Port
3.37%
S

SANDISK CORP

+25.3%
Value
$11.3M
Shares
6.5K
% Port
3.26%
M

MICROSOFT CORP

+19.3%
Value
$10.8M
Shares
21.1K
% Port
3.12%
G

GE VERNOVA INC

+21.2%
Value
$9.2M
Shares
9.7K
% Port
2.65%
A

BROADCOM INC

+18.0%
Value
$8.7M
Shares
24.6K
% Port
2.49%
L

LUMENTUM HLDGS INC

+26.3%
Value
$8.4M
Shares
8.6K
% Port
2.41%
M

MCKESSON CORP

+27.9%
Value
$8.2M
Shares
9.6K
% Port
2.36%
P

QUANTA SVCS INC

+26.4%
Value
$8.1M
Shares
12.7K
% Port
2.34%
A

AMAZON COM INC

-51.8%
Value
$7.9M
Shares
31.7K
% Port
2.27%
N

NVIDIA CORPORATION

-63.7%
Value
$7.8M
Shares
34.2K
% Port
2.25%
M

MICRON TECHNOLOGY INC

+165.7%
Value
$6.6M
Shares
6.2K
% Port
1.89%

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