MARK ASSET MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIOT | 1.74M | $21.51M |
 | PSKY | 828K | $7.47M |
 | NVDA | 477K | $83.17M |
 | ARM | 352K | $53.20M |
 | WYNN | 330K | $33.56M |
 | DKNG | 306K | $6.61M |
 | AMZN | 271K | $56.42M |
 | GOOGL | 252K | $72.34M |
 | RTX | 210K | $40.57M |
 | BA | 206K | $40.98M |
 | TSM | 165K | $55.82M |
 | MLYS | 145K | $3.92M |
 | META | 132K | $75.56M |
 | AAPL | 124K | $31.50M |
 | COF | 124K | $22.59M |
 | NFLX | 116K | $11.20M |
 | CHYM | 110K | $2.06M |
 | HUT | 98K | $4.59M |
 | DIS | 96K | $9.22M |
 | SCHW | 69K | $6.53M |
Riot Platforms, Inc.
RIOT
Shares Held
1.74M
Value
$21.51M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
828K
Value
$7.47M
NVIDIA Corporation
NVDA
Shares Held
477K
Value
$83.17M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
352K
Value
$53.20M
Wynn Resorts, Limited
WYNN
Shares Held
330K
Value
$33.56M
DraftKings Inc.
DKNG
Shares Held
306K
Value
$6.61M
Amazon.com, Inc.
AMZN
Shares Held
271K
Value
$56.42M
Alphabet Inc.
GOOGL
Shares Held
252K
Value
$72.34M
RTX Corporation
RTX
Shares Held
210K
Value
$40.57M
The Boeing Company
BA
Shares Held
206K
Value
$40.98M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
165K
Value
$55.82M
Mineralys Therapeutics, Inc.
MLYS
Shares Held
145K
Value
$3.92M
Meta Platforms, Inc.
META
Shares Held
132K
Value
$75.56M
Apple Inc.
AAPL
Shares Held
124K
Value
$31.50M
Capital One Financial Corporation
COF
Shares Held
124K
Value
$22.59M
Netflix, Inc.
NFLX
Shares Held
116K
Value
$11.20M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
110K
Value
$2.06M
Hut 8 Corp.
HUT
Shares Held
98K
Value
$4.59M
The Walt Disney Company
DIS
Shares Held
96K
Value
$9.22M
The Charles Schwab Corporation
SCHW
Shares Held
69K
Value
$6.53M