L2 Asset Management, LLC New Holdings in Q2 2025

L2 Asset Management, LLC

  • $690 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
1.32K
New
$130.53 - $223.77 $172K - $294K
1.32K $294K
CMC
Commercial Metals CO

Basic Materials
5.69K
New
$39.2 - $50.67 $223K - $288K
5.69K $278K
RBLX
Roblox Corp

Communication Services
2.63K
New
$51.22 - $105.59 $135K - $278K
2.63K $276K
AXON
Axon Enterprise, Inc.

Industrials
330
New
$497.13 - $827.94 $164K - $273K
330 $273K
NET
Cloudflare, Inc.

Technology
1.33K
New
$97.08 - $195.83 $129K - $261K
1.33K $260K
PWR
Quanta Services, Inc.

Industrials
658
New
$239.47 - $381.26 $158K - $251K
658 $248K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
9.57K
New
$24.61 - $25.89 $236K - $248K
9.57K $246K
PNM
Pnm Resources Inc

Utilities
5.89K
New
N/A
5.89K $245K
RPRX
Royalty Pharma PLC

Healthcare
6.76K
New
$30.85 - $36.14 $208K - $244K
6.76K $243K
VOT
Vanguard Mid Cap Growth Index

ETFs
845
New
$216.28 - $284.39 $183K - $240K
845 $240K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.1K
New
$107.83 - $119.94 $226K - $251K
2.1K $225K
SRE
Sempra Energy

Utilities
2.96K
New
$63.78 - $78.91 $189K - $234K
2.96K $224K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.05K
New
$90.56 - $109.49 $186K - $225K
2.05K $224K
AAON
Aaon, Inc.

Industrials
3.03K
New
$71.78 - $106.87 $217K - $323K
3.03K $223K
RYN
Rayonier Inc

Real Estate
9.88K
New
$22.12 - $28.02 $219K - $277K
9.88K $219K
URI
United Rentals, Inc.

Industrials
290
New
$551.94 - $753.4 $160K - $218K
290 $218K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.99K
New
$105.23 - $109.61 $209K - $218K
1.99K $218K
DINO
Hf Sinclair Corp

Energy
5.24K
New
$25.91 - $41.85 $136K - $219K
5.24K $215K
FAST
Fastenal CO

Industrials
5.14K
New
$40.65 - $83.16 $209K - $428K
5.14K $215K
CROX
Crocs, Inc.

Consumer Cyclical
2.1K
New
$88.67 - $120.26 $186K - $252K
2.1K $212K
GWW
W.W. Grainger, Inc.

Industrials
203
New
$919.93 - $1101.66 $187K - $224K
203 $211K
UFPI
Ufp Industries Inc

Basic Materials
2.12K
New
$94.93 - $109.1 $201K - $231K
2.12K $210K
EW
Edwards Lifesciences Corp

Healthcare
2.61K
New
$67.07 - $78.22 $175K - $204K
2.61K $204K
VNLA
Janus Henderson Short Duration

ETFs
4.14K
New
$48.74 - $49.2 $202K - $204K
4.14K $203K
CCI
Crown Castle International Corp

Real Estate
1.96K
New
$94.83 - $107.06 $186K - $210K
1.96K $201K
VRT
Vertiv Holdings CO

Industrials
1.69K
New
N/A
1.69K $146K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.1K
New
$7.69 - $11.46 $77.6K - $116K
10.1K $115K
HTZ
Hertz Global Holdings, Inc

Industrials
16K
New
$3.65 - $8.65 $58.5K - $139K
16K $109K
AMCR
Amcor PLC

Consumer Cyclical
10.1K
New
$8.57 - $9.81 $86.8K - $99.3K
10.1K $93K
EBS
Emergent Bio Solutions Inc.

Healthcare
12K
New
$4.26 - $6.94 $51K - $83K
12K $76K
CVAC
Cure Vac N.V.

Healthcare
12.8K
New
$2.59 - $5.6 $33.2K - $71.8K
12.8K $69K
OSUR
Orasure Technologies Inc

Healthcare
13K
New
$2.46 - $3.37 $32.1K - $43.9K
13K $39K
Talen Energy Corp
4.14K
New
N/A
4.14K $0
Franklin Templeton Digital H
5.1K
New
N/A
5.1K $0
Te Connectivity PLC
1.33K
New
N/A
1.33K $0
RYLG
Global X Fds Russell 2000 Cove
10.4K
New
N/A
10.4K $0
Arista Networks Inc
4.42K
New
N/A
4.42K $0
Ishares Ethereum Tr
22.9K
New
N/A
22.9K $0
Lam Research Corp
20.1K
New
N/A
20.1K $0
Blackrock Inc
637
New
N/A
637 $0
Activity Summary
Buys All Purchases 310 New Holdings 91 Increased Positions 219 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 2
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