N10 Wealth
N10 Wealth reported 65 stocks worth $348M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are NVDA (8.2%), AMZN (6.8%) and TSM (6.5%). Compared with Q2 2026, the fund opened new positions in TXN, AMD and GLD, added to NVDA, AMZN and TSM, trimmed ORCL, AXON and VST and sold out of CARY, NYF and SHY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $28.5M | 8.2% | 125K | +28K (+29%) | 2 of 2 | |
| 2 |  AMZN Amazon Com Inc | $23.8M | 6.8% | 95K | +25K (+36%) | 2 of 2 | |
| 3 |  TSM Taiwan Semiconductor Mfg Ltd | $22.8M | 6.5% | 50K | +9,326 (+23%) | 2 of 2 | |
| 4 |  VRT Vertiv Holdings Co | $19.5M | 5.6% | 81K | +21K (+34%) | 2 of 2 | |
| 5 |  GOOGL Alphabet Inc | $16.7M | 4.8% | 48K | +14K (+40%) | 2 of 2 | |
| 6 |  GOOG Alphabet Inc | $16.4M | 4.7% | 48K | +747 (+2%) | 2 of 2 | |
| 7 |  MSFT Microsoft Corp | $16.3M | 4.7% | 32K | +13K (+73%) | 2 of 2 | |
| 8 |  META Meta Platforms Inc | $14.4M | 4.2% | 20K | +4,089 (+26%) | 2 of 2 | |
| 9 |  LRCX Lam Research Corp | $14M | 4.0% | 42K | +8,548 (+25%) | 2 of 2 | |
| 10 |  PLTR Palantir Technologies Inc | $13.6M | 3.9% | 73K | +12K (+19%) | 2 of 2 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →N10 Wealth 13F FAQ
What does N10 Wealth own?
N10 Wealth reported 65 stocks worth $348M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are NVDA (8.2%), AMZN (6.8%) and TSM (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did N10 Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 26 new positions, 32 added to, 3 trimmed and 4 sold out. New positions include TXN, AMD and GLD. It sold all of CARY, NYF and SHY.
When will N10 Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is N10 Wealth's portfolio worth?
The Q3 2026 filing reports $348M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.