L2 ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JHG | 290K | $14.50M |
 | KHC | 218K | $4.91M |
 | HAL | 217K | $8.46M |
 | RPRX | 147K | $7.06M |
 | EXEL | 130K | $5.59M |
 | NVDA | 127K | $22.11M |
 | FLEX | 125K | $8.17M |
 | FOXA | 113K | $6.60M |
 | CF | 112K | $14.55M |
 | SYF | 111K | $7.55M |
 | CSCO | 110K | $8.54M |
 | SLB | 106K | $5.46M |
 | NTAP | 94K | $9.65M |
 | CHWY | 90K | $2.44M |
 | ZM | 88K | $7.08M |
 | AAPL | 87K | $21.97M |
 | RYN | 82K | $1.68M |
 | LOGI | 77K | $7.03M |
 | DVN | 75K | $3.79M |
 | DLTR | 74K | $8.10M |
Janus Henderson Group plc
JHG
Shares Held
290K
Value
$14.50M
The Kraft Heinz Company
KHC
Shares Held
218K
Value
$4.91M
Halliburton Company
HAL
Shares Held
217K
Value
$8.46M
Royalty Pharma plc
RPRX
Shares Held
147K
Value
$7.06M
Exelixis, Inc.
EXEL
Shares Held
130K
Value
$5.59M
NVIDIA Corporation
NVDA
Shares Held
127K
Value
$22.11M
Flex Ltd.
FLEX
Shares Held
125K
Value
$8.17M
Fox Corporation
FOXA
Shares Held
113K
Value
$6.60M
CF Industries Holdings, Inc.
CF
Shares Held
112K
Value
$14.55M
Synchrony Financial
SYF
Shares Held
111K
Value
$7.55M
Cisco Systems, Inc.
CSCO
Shares Held
110K
Value
$8.54M
SLB N.V.
SLB
Shares Held
106K
Value
$5.46M
NetApp, Inc.
NTAP
Shares Held
94K
Value
$9.65M
Chewy, Inc.
CHWY
Shares Held
90K
Value
$2.44M
Zoom Communications, Inc.
ZM
Shares Held
88K
Value
$7.08M
Apple Inc.
AAPL
Shares Held
87K
Value
$21.97M
Rayonier Inc.
RYN
Shares Held
82K
Value
$1.68M
Logitech International S.A.
LOGI
Shares Held
77K
Value
$7.03M
Devon Energy Corporation
DVN
Shares Held
75K
Value
$3.79M
Dollar Tree, Inc.
DLTR
Shares Held
74K
Value
$8.10M