N10 ASSETS, LLC has filed its Form 13F-HR, disclosing equity securities held at the close of the third quarter of 2026. The filing, submitted on October 14, 2026, lists 34 distinct positions held by the firm as of September 30, 2026. The filer is located in Greenwich, Connecticut.
The largest position disclosed in the portfolio is a holding in Taiwan Semiconductor Manufacturing Company (TSMC), which represents 18,267,216 shares. Other significant holdings include Palantir Technologies (11,718,121 shares), Quanta Services (8,131,607 shares), Broadcom (8,655,078 shares), and Lumentum (8,360,606 shares).
The portfolio is diversified across various sectors, with notable holdings in technology and industrial companies. Key positions include NVIDIA (20,726,627 shares), Microsoft (10,836,038 shares), and Oracle (5,134,608 shares). The filing also lists positions in major consumer and financial services companies, such as Meta Platforms (12,838,587 shares), Amazon (15,881,319 shares), and American Express (5,373,143 shares).
- Top Holdings by Share Count: Taiwan Semiconductor Manufacturing (18,267,216 shares), Palantir Technologies (11,718,121 shares), Quanta Services (8,131,607 shares), Broadcom (8,655,078 shares), Lumentum (8,360,606 shares).
- Notable Technology Holdings: NVIDIA (20,726,627 shares), Microsoft (10,836,038 shares), Oracle (5,134,608 shares), Meta Platforms (12,838,587 shares), Amazon (15,881,319 shares).
- Other Disclosed Positions: The portfolio includes 29 other equities, such as Uber Technologies (5,795,329 shares), Vertiv Holdings (14,724,736 shares), and Micron Technology (2,475,316 shares).
