Markin Asset Management, LP reported 47 holdings worth US$117M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Markin Asset Management, LP reported 47 holdings worth US$117M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$117M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 6,831 | US$2.44M | 2.1% |
| Apple Inc | 7,395 | US$2.14M | 1.8% |
| Microsoft Corp. | 4,639 | US$1.73M | 1.5% |
| Nvidia Corporation | 5,370 | US$1.07M | 0.92% |
| Amazon.com, Inc. | 3,490 | US$832K | 0.71% |
| Berkshire Hathaway Inc. | 1,528 | US$765K | 0.65% |
| Micron Technology, Inc. | 466 | US$538K | 0.46% |
| Tesla, Inc. | 1,135 | US$477K | 0.41% |
| Eli Lilly And Company | 396 | US$475K | 0.41% |
| Lam Research Corporation | 873 | US$378K | 0.32% |
| Western Digital Corporation | 434 | US$277K | 0.24% |
| Applied Materials, Inc. | 352 | US$254K | 0.22% |
| Kla Corporation | 830 | US$250K | 0.21% |
| Advanced Micro Devices Inc | 428 | US$249K | 0.21% |
| Vertiv Holdings, Llc | 735 | US$246K | 0.21% |
| Ge Vernova Inc. | 208 | US$244K | 0.21% |
| Marvell Technology, Inc. | 736 | US$219K | 0.19% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |