L2 ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FLEX | 125K | $7.27M |
 | CSCO | 115K | $7.85M |
 | CRBG | 111K | $3.56M |
 | NVDA | 110K | $20.60M |
 | FOXA | 105K | $6.61M |
 | SYF | 95K | $6.75M |
 | RPRX | 92K | $3.25M |
 | EXEL | 81K | $3.36M |
 | SLB | 81K | $2.80M |
 | CF | 81K | $7.27M |
 | LOGI | 79K | $8.70M |
 | HAL | 79K | $1.94M |
 | NTAP | 75K | $8.90M |
 | AAPL | 69K | $17.59M |
 | GEN | 68K | $1.93M |
 | EBAY | 67K | $6.05M |
 | ZM | 66K | $5.45M |
 | PYPL | 64K | $4.28M |
 | GILD | 61K | $6.74M |
 | BAC | 57K | $2.94M |
Flex Ltd.
FLEX
Shares Held
125K
Value
$7.27M
Cisco Systems, Inc.
CSCO
Shares Held
115K
Value
$7.85M
Corebridge Financial, Inc.
CRBG
Shares Held
111K
Value
$3.56M
NVIDIA Corporation
NVDA
Shares Held
110K
Value
$20.60M
Fox Corporation
FOXA
Shares Held
105K
Value
$6.61M
Synchrony Financial
SYF
Shares Held
95K
Value
$6.75M
Royalty Pharma plc
RPRX
Shares Held
92K
Value
$3.25M
Exelixis, Inc.
EXEL
Shares Held
81K
Value
$3.36M
SLB N.V.
SLB
Shares Held
81K
Value
$2.80M
CF Industries Holdings, Inc.
CF
Shares Held
81K
Value
$7.27M
Logitech International S.A.
LOGI
Shares Held
79K
Value
$8.70M
Halliburton Company
HAL
Shares Held
79K
Value
$1.94M
NetApp, Inc.
NTAP
Shares Held
75K
Value
$8.90M
Apple Inc.
AAPL
Shares Held
69K
Value
$17.59M
Gen Digital Inc.
GEN
Shares Held
68K
Value
$1.93M
eBay Inc.
EBAY
Shares Held
67K
Value
$6.05M
Zoom Communications, Inc.
ZM
Shares Held
66K
Value
$5.45M
PayPal Holdings, Inc.
PYPL
Shares Held
64K
Value
$4.28M
Gilead Sciences, Inc.
GILD
Shares Held
61K
Value
$6.74M
Bank of America Corporation
BAC
Shares Held
57K
Value
$2.94M