N10 Assets, LLC
- SEC CIK
- 0002146922
- 最新申報
- 2026/8/17
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/17 申報。只含多頭部位。
- 持股檔數
- 34
- 2026 年第 1 季沒有申報
- 總值
- $2.31 億
- 2026 年第 1 季沒有申報
N10 Assets, LLC 沒有申報 2026 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VRTVertiv Holdings Co | COM CL A | 59,404 | $1,989 萬 | 8.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 40,081 | $1,914 萬 | 8.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 94,114 | $1,883 萬 | 8.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 65,718 | $1,566 萬 | 6.8% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 33,476 | $1,451 萬 | 6.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,184 | $1,186 萬 | 5.1% | – | – | 歷史 |
| SNDKSandisk Corp | COM | 5,199 | $1,182 萬 | 5.1% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 38,542 | $1,148 萬 | 5.0% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 8,002 | $940.1 萬 | 4.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,251 | $859.1 萬 | 3.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,882 | $788.8 萬 | 3.4% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 13,808 | $774.1 萬 | 3.3% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 10,011 | $720.8 萬 | 3.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 60,123 | $701.5 萬 | 3.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,714 | $660.8 萬 | 2.9% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 41,492 | $658.2 萬 | 2.8% | – | – | 歷史 |
| LITELumentum Holdings Inc. | COM | 6,814 | $584.7 萬 | 2.5% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 39,312 | $576.1 萬 | 2.5% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 7,516 | $567.9 萬 | 2.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 15,305 | $517.7 萬 | 2.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 4,070 | $488.2 萬 | 2.1% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 27,595 | $486.6 萬 | 2.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 66,597 | $480.6 萬 | 2.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 9,829 | $413.4 萬 | 1.8% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 2,324 | $268.3 萬 | 1.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,440 | $86.2 萬 | 0.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,805 | $52.2 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 800 | $40.0 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 350 | $37.3 萬 | 0.2% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 103 | $32.9 萬 | 0.1% | – | – | 歷史 |
| Angel Oak Funds Trust03463K760 | INCOME ETF | 14,123 | $29.3 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 746 | $24.4 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,488 | $19.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 260 | $2.13 萬 | <0.1% | – | – | – |