L2 ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HAL | 155K | $4.38M |
 | RPRX | 146K | $5.63M |
 | CSCO | 124K | $9.53M |
 | NVDA | 118K | $22.01M |
 | FLEX | 118K | $7.10M |
 | FOXA | 106K | $7.76M |
 | SLB | 101K | $3.89M |
 | SYF | 100K | $8.37M |
 | CF | 92K | $7.11M |
 | EXEL | 87K | $3.80M |
 | GEN | 86K | $2.35M |
 | AAPL | 78K | $21.17M |
 | ZM | 76K | $6.53M |
 | HOLX | 75K | $5.56M |
 | NTAP | 74K | $7.96M |
 | GILD | 71K | $8.70M |
 | LOGI | 66K | $6.66M |
 | DLTR | 61K | $7.46M |
 | BAC | 60K | $3.32M |
 | EBAY | 57K | $4.94M |
Halliburton Company
HAL
Shares Held
155K
Value
$4.38M
Royalty Pharma plc
RPRX
Shares Held
146K
Value
$5.63M
Cisco Systems, Inc.
CSCO
Shares Held
124K
Value
$9.53M
NVIDIA Corporation
NVDA
Shares Held
118K
Value
$22.01M
Flex Ltd.
FLEX
Shares Held
118K
Value
$7.10M
Fox Corporation
FOXA
Shares Held
106K
Value
$7.76M
SLB N.V.
SLB
Shares Held
101K
Value
$3.89M
Synchrony Financial
SYF
Shares Held
100K
Value
$8.37M
CF Industries Holdings, Inc.
CF
Shares Held
92K
Value
$7.11M
Exelixis, Inc.
EXEL
Shares Held
87K
Value
$3.80M
Gen Digital Inc.
GEN
Shares Held
86K
Value
$2.35M
Apple Inc.
AAPL
Shares Held
78K
Value
$21.17M
Zoom Communications, Inc.
ZM
Shares Held
76K
Value
$6.53M
Hologic, Inc.
HOLX
Shares Held
75K
Value
$5.56M
NetApp, Inc.
NTAP
Shares Held
74K
Value
$7.96M
Gilead Sciences, Inc.
GILD
Shares Held
71K
Value
$8.70M
Logitech International S.A.
LOGI
Shares Held
66K
Value
$6.66M
Dollar Tree, Inc.
DLTR
Shares Held
61K
Value
$7.46M
Bank of America Corporation
BAC
Shares Held
60K
Value
$3.32M
eBay Inc.
EBAY
Shares Held
57K
Value
$4.94M