Holdings
Mark Asset Management LP
As of Jun 30, 2026, Mark Asset Management LP reported 28 positions worth US$890M. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 547K | US$109M | +69,627 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 199K | US$95.3M | +34,305 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 262K | US$93.7M | −2,069 | Jun 30, 2026 |
| Meta Platforms, Inc. | 147K | US$82.8M | +15,001 | Jun 30, 2026 |
| Amazon.com, Inc. | 269K | US$64.2M | −1,426 | Jun 30, 2026 |
| Micron Technology, Inc. | 53,932 | US$62.3M | +29,390 | Jun 30, 2026 |
| Wynn Resorts, Limited | 495K | US$48M | +164K | Jun 30, 2026 |
| Hut 8 Corp. | 393K | US$45.4M | +295K | Jun 30, 2026 |
| Rtx Corporation | 221K | US$41.9M | +10,456 | Jun 30, 2026 |
| Boeing Company (the) | 191K | US$41.3M | −15,285 | Jun 30, 2026 |