N10 ASSETS, LLC current holdings: USA Stocks
N10 ASSETS, LLC reported $0.21 billion in share positions in stocks (listed in the US), 31 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are VRT, NVDA, AMZN.
- VRT: Country of operation United States; Class COM CL A; Shares 59,404; Value $19,889,647.
- NVDA: Country of operation United States; Class COM; Shares 94,114; Value $18,831,270.
- AMZN: Country of operation United States; Class COM; Shares 65,718; Value $15,663,228.
- LRCX: Country of operation United States; Class COM NEW; Shares 33,476; Value $14,506,155.
Form 13F-HR as filed (SEC CIK 2146922): quarter ended 2026-06-30, filed 2026-08-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 59,404 | $19,889,647 | 8.61% | 2026-06-30 | 2026-08-17 | -25.83% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 94,114 | $18,831,270 | 8.15% | 2026-06-30 | 2026-08-17 | +13.55% |
|---|
AMZN
AMAZON COM INC | United States | COM | 65,718 | $15,663,228 | 6.78% | 2026-06-30 | 2026-08-17 | +3.50% |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 33,476 | $14,506,155 | 6.28% | 2026-06-30 | 2026-08-17 | -25.26% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 33,184 | $11,858,966 | 5.13% | 2026-06-30 | 2026-08-17 | -4.60% |
|---|
SNDK
SANDISK CORP | United States | COM | 5,199 | $11,821,122 | 5.12% | 2026-06-30 | 2026-08-17 | -23.92% |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 38,542 | $11,481,276 | 4.97% | 2026-06-30 | 2026-08-17 | -11.62% |
|---|
GEV
GE VERNOVA INC | United States | COM | 8,002 | $9,401,230 | 4.07% | 2026-06-30 | 2026-08-17 | -18.08% |
|---|
META
META PLATFORMS INC | United States | CL A | 15,251 | $8,590,736 | 3.72% | 2026-06-30 | 2026-08-17 | +31.16% |
|---|
AVGO
BROADCOM INC | United States | COM | 20,882 | $7,888,176 | 3.42% | 2026-06-30 | 2026-08-17 | -6.00% |
|---|
AXON
AXON ENTERPRISE INC | United States | COM | 13,808 | $7,740,903 | 3.35% | 2026-06-30 | 2026-08-17 | -25.16% |
|---|
PWR
QUANTA SVCS INC | United States | COM | 10,011 | $7,208,320 | 3.12% | 2026-06-30 | 2026-08-17 | -9.48% |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 60,123 | $7,014,550 | 3.04% | 2026-06-30 | 2026-08-17 | +60.26% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 17,714 | $6,607,676 | 2.86% | 2026-06-30 | 2026-08-17 | +36.44% |
|---|
VST
VISTRA CORP | United States | COM | 41,492 | $6,581,876 | 2.85% | 2026-06-30 | 2026-08-17 | -11.22% |
|---|
LITE
LUMENTUM HLDGS INC | United States | COM | 6,814 | $5,846,821 | 2.53% | 2026-06-30 | 2026-08-17 | +13.45% |
|---|
ORCL
ORACLE CORP | United States | COM | 39,312 | $5,761,174 | 2.49% | 2026-06-30 | 2026-08-17 | -5.98% |
|---|
MCK
MCKESSON CORP | United States | COM | 7,516 | $5,679,090 | 2.46% | 2026-06-30 | 2026-08-17 | +14.45% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 15,305 | $5,176,916 | 2.24% | 2026-06-30 | 2026-08-17 | -9.71% |
|---|
LLY
ELI LILLY & CO | United States | COM | 4,070 | $4,881,680 | 2.11% | 2026-06-30 | 2026-08-17 | -1.23% |
|---|
APH
AMPHENOL CORP NEW | United States | CL A | 27,595 | $4,865,550 | 2.11% | 2026-06-30 | 2026-08-17 | — split 2026-08-28, ratio not on file |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 66,597 | $4,805,640 | 2.08% | 2026-06-30 | 2026-08-17 | -3.88% |
|---|
TSLA
TESLA INC | United States | COM | 9,829 | $4,134,077 | 1.79% | 2026-06-30 | 2026-08-17 | -16.11% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 2,324 | $2,682,570 | 1.16% | 2026-06-30 | 2026-08-17 | -7.73% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 2,440 | $862,125 | 0.37% | 2026-06-30 | 2026-08-17 | -4.53% |
|---|
AAPL
APPLE INC | United States | COM | 1,805 | $522,295 | 0.23% | 2026-06-30 | 2026-08-17 | |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 800 | $400,312 | 0.17% | 2026-06-30 | 2026-08-17 | |
|---|
CAT
CATERPILLAR INC | United States | COM | 350 | $372,715 | 0.16% | 2026-06-30 | 2026-08-17 | -22.37% |
|---|
AZO
AUTOZONE INC | United States | COM | 103 | $329,182 | 0.14% | 2026-06-30 | 2026-08-17 | -10.01% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 746 | $244,188 | 0.11% | 2026-06-30 | 2026-08-17 | +2.34% |
|---|
MRK
MERCK & CO INC | United States | COM | 1,488 | $191,208 | 0.08% | 2026-06-30 | 2026-08-17 | +16.17% |
|---|
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