L2 Asset Management, LLC: 13F holdings
CIK 16869882026Q2
| Positions | 411 |
|---|
| Reported value | $962.8m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 411 (+14 vs prior quarter) |
|---|
| Reported value | $962.8m (-8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JAAA JANUS DETROIT STR TR | 617,086 | $31.2m | 3.2% |
| NVDA NVIDIA CORPORATION | 134,011 | $26.8m | 2.8% |
| AAPL APPLE INC | 86,513 | $25.0m | 2.6% |
| SGOV ISHARES TR | 244,829 | $24.6m | 2.6% |
| SCHX SCHWAB STRATEGIC TR | 659,727 | $19.4m | 2.0% |
| DELL DELL TECHNOLOGIES INC | 41,547 | $17.9m | 1.9% |
| PAAA PGIM ETF TR | 344,747 | $17.7m | 1.8% |
| MSFT MICROSOFT CORP | 42,796 | $16.0m | 1.7% |
| AVUV AMERICAN CENTY ETF TR | 123,740 | $15.4m | 1.6% |
| EFV ISHARES TR | 197,547 | $15.1m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1686988")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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