N10 ASSETS, LLC — 13F holdings

N10 ASSETS, LLC reported 34 holdings worth $263M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $20.7M (7.9%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $18.3M (6.9%)
3. GOOG ALPHABET INC — $16.0M (6.1%)
4. AMZN AMAZON COM INC — $15.9M (6.0%)
5. VRT VERTIV HOLDINGS CO — $14.7M (5.6%)
6. GOOGL ALPHABET INC — $13.0M (4.9%)
7. META META PLATFORMS INC — $12.8M (4.9%)
8. MRVL MARVELL TECHNOLOGY INC — $12.3M (4.7%)
9. LRCX LAM RESEARCH CORP — $12.1M (4.6%)
10. PLTR PALANTIR TECHNOLOGIES INC — $11.7M (4.5%)