L2 Asset Management, LLC - Portfolio Stock Holdings

L2 Asset Management, LLC disclosed 446 stock positions in a recent SEC 13F filing. $1,053,829,908 of stock holdings were filed, with the largest holdings including JAAA, NVDA, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,270,837,759 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.