N10 Assets
Latest statistics and disclosures from N10 Assets's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002146922
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Positions held by N10 Assets consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for N10 Assets
N10 Assets holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vertiv Holdings Com Cl A (VRT) | 8.6 | $20M | 59k | 334.82 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.3 | $19M | 40k | 477.57 |
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| NVIDIA Corporation (NVDA) | 8.1 | $19M | 94k | 200.09 |
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| Amazon (AMZN) | 6.8 | $16M | 66k | 238.34 |
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| Lam Research Corp Com New (LRCX) | 6.3 | $15M | 34k | 433.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $12M | 33k | 357.37 |
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| Sandisk Corp (SNDK) | 5.1 | $12M | 5.2k | 2273.73 |
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| Marvell Technology (MRVL) | 5.0 | $12M | 39k | 297.89 |
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| Ge Vernova (GEV) | 4.1 | $9.4M | 8.0k | 1174.86 |
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| Meta Platforms Cl A (META) | 3.7 | $8.6M | 15k | 563.29 |
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| Broadcom (AVGO) | 3.4 | $7.9M | 21k | 377.75 |
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| Axon Enterprise (AXON) | 3.3 | $7.7M | 14k | 560.61 |
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| Quanta Services (PWR) | 3.1 | $7.2M | 10k | 720.04 |
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| Palantir Technologies Cl A (PLTR) | 3.0 | $7.0M | 60k | 116.67 |
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| Microsoft Corporation (MSFT) | 2.9 | $6.6M | 18k | 373.02 |
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| Vistra Energy (VST) | 2.8 | $6.6M | 42k | 158.63 |
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| Lumentum Hldgs (LITE) | 2.5 | $5.8M | 6.8k | 858.06 |
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| Oracle Corporation (ORCL) | 2.5 | $5.8M | 39k | 146.55 |
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| McKesson Corporation (MCK) | 2.5 | $5.7M | 7.5k | 755.60 |
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| American Express Company (AXP) | 2.2 | $5.2M | 15k | 338.25 |
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| Eli Lilly & Co. (LLY) | 2.1 | $4.9M | 4.1k | 1199.43 |
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| Amphenol Corp Cl A (APH) | 2.1 | $4.9M | 28k | 176.32 |
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| Uber Technologies (UBER) | 2.1 | $4.8M | 67k | 72.16 |
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| Tesla Motors (TSLA) | 1.8 | $4.1M | 9.8k | 420.60 |
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| Micron Technology (MU) | 1.2 | $2.7M | 2.3k | 1154.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $862k | 2.4k | 353.33 |
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| Apple (AAPL) | 0.2 | $522k | 1.8k | 289.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $400k | 800.00 | 500.39 |
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| Caterpillar (CAT) | 0.2 | $373k | 350.00 | 1064.90 |
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| AutoZone (AZO) | 0.1 | $329k | 103.00 | 3195.94 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.1 | $294k | 14k | 20.78 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $244k | 746.00 | 327.33 |
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| Merck & Co (MRK) | 0.1 | $191k | 1.5k | 128.50 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $21k | 260.00 | 82.11 |
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Past Filings by N10 Assets
SEC 13F filings are viewable for N10 Assets going back to 2026
- N10 Assets 2026 Q2 filed Aug. 17, 2026