N10 Assets, LLC
34 holdingsFiling period: 2026-06-30Current AUM: $207.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co | 59.4K | $19.9M | $11.9M | 5.72% | -- | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Mfg Ltd | 40.1K | $19.1M | $17.0M | 8.20% | -- | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 94.1K | $18.8M | $20.3M | 9.80% | -- | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 65.7K | $15.7M | $16.4M | 7.90% | -- | 2026-06-30 |
| 5 | LRCX | Lam Research Corp | 33.5K | $14.5M | $8.0M | 3.83% | -- | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 33.2K | $11.9M | $10.5M | 5.07% | -- | 2026-06-30 |
| 7 | SNDK | Sandisk Corp | 5.2K | $11.8M | $6.5M | 3.15% | -- | 2026-06-30 |
| 8 | MRVL | Marvell Technology Inc | 38.5K | $11.5M | $9.0M | 4.35% | -- | 2026-06-30 |
| 9 | GEV | GE Vernova Inc | 8.0K | $9.4M | $6.8M | 3.30% | -- | 2026-06-30 |
| 10 | META | Meta Platforms Inc | 15.3K | $8.6M | $9.6M | 4.64% | -- | 2026-06-30 |
| 11 | AVGO | Broadcom Inc | 20.9K | $7.9M | $6.9M | 3.32% | -- | 2026-06-30 |
| 12 | AXON | Axon Enterprise Inc | 13.8K | $7.7M | $5.9M | 2.83% | -- | 2026-06-30 |
| 13 | PWR | Quanta Svcs Inc | 10.0K | $7.2M | $5.6M | 2.72% | -- | 2026-06-30 |
| 14 | PLTR | Palantir Technologies Inc | 60.1K | $7.0M | $12.0M | 5.77% | -- | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 17.7K | $6.6M | $9.4M | 4.55% | -- | 2026-06-30 |
| 16 | VST | Vistra Corp | 41.5K | $6.6M | $5.9M | 2.84% | -- | 2026-06-30 |
| 17 | LITE | Lumentum Hldgs Inc | 6.8K | $5.8M | $5.6M | 2.69% | -- | 2026-06-30 |
| 18 | ORCL | Oracle Corp | 39.3K | $5.8M | $5.0M | 2.39% | -- | 2026-06-30 |
| 19 | MCK | McKesson Corp | 7.5K | $5.7M | $7.5M | 3.60% | -- | 2026-06-30 |
| 20 | AXP | American Express Co | 15.3K | $5.2M | $4.8M | 2.33% | -- | 2026-06-30 |
| 21 | LLY | Eli Lilly & Co | 4.1K | $4.9M | $5.2M | 2.51% | -- | 2026-06-30 |
| 22 | APH | Amphenol Corp New | 27.6K | $4.9M | $4.2M | 2.00% | -- | 2026-06-30 |
| 23 | UBER | Uber Technologies Inc | 66.6K | $4.8M | $4.4M | 2.12% | -- | 2026-06-30 |
| 24 | TSLA | Tesla Inc | 9.8K | $4.1M | $3.8M | 1.86% | -- | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 2.3K | $2.7M | $2.1M | 1.01% | -- | 2026-06-30 |
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