account_balance
Investment manager · 13F filer · SEC CIK 2146922
N10 Assets, LLC
Reported value$263Mas of Sep 30, 2026
Positions34 2 new, 2 sold out
Top 10 weight56.1%NVDA alone is 8%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.9%Trimmed −4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.9%
GOOGAlphabet Inc.
6.1%Added +1821%
AMZNAmazon.com Inc
6.0%Trimmed −3%
VRTVertiv Holdings Co
5.6%Added +3%
GOOGLAlphabet Inc.
4.9%Added +13%
METAMeta Platforms, Inc.
4.9%Added +16%
MRVLMarvell Technology, Inc.
4.7%Added +20%
LRCXLam Research Corp
4.6%Added +10%
PLTRPalantir Technologies Inc.
4.5%Added +4%
SNDKSandisk Corp
4.3%Added +25%
MSFTMicrosoft Corp
4.1%
NVDANVIDIA Corp
7.9%−4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.9%
GOOGAlphabet Inc.
6.1%
AMZNAmazon.com Inc
6.0%−3%
VRTVertiv Holdings Co
5.6%+3%
GOOGLAlphabet Inc.
4.9%+13%
METAMeta Platforms, Inc.
4.9%
MRVLMarvell Technology, Inc.
4.7%
LRCXLam Research Corp
4.6%
PLTRPalantir Technologies Inc.
4.5%
SNDKSandisk Corp
4.3%
MSFTMicrosoft Corp
4.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.9% Trimmed −4%TSM Taiwan Semiconductor Manufacturing Co Ltd 6.9% HeldGOOG Alphabet Inc. 6.1% Added +1821%AMZN Amazon.com Inc 6.0% Trimmed −3%VRT Vertiv Holdings Co 5.6% Added +3%GOOGL Alphabet Inc. 4.9% Added +13%META Meta Platforms, Inc. 4.9% Added +16%MRVL Marvell Technology, Inc. 4.7% Added +20%LRCX Lam Research Corp 4.6% Added +10%PLTR Palantir Technologies Inc. 4.5% Added +4%SNDK Sandisk Corp 4.3% Added +25%MSFT Microsoft Corp 4.1% Added +19%
What changed
Biggest moves since Jun 30, 2026
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