Stock Taper 
MARK ASSET MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Paramount Skydance Corporation Class B Common Stock | PSKY | 804.35K | $7.93M |
 NVIDIA Corporation | NVDA | 546.54K | $109.36M |
 Wynn Resorts, Limited | WYNN | 494.56K | $48.02M |
 TeraWulf Inc. | WULF | 418.44K | $10.34M |
 Hut 8 Corp. | HUT | 393.08K | $45.38M |
 Arm Holdings plc American Depositary Shares | ARM | 275.31K | $97.62M |
 Amazon.com, Inc. | AMZN | 269.46K | $64.22M |
 Alphabet Inc. | GOOGL | 249.81K | $89.27M |
 RTX Corporation | RTX | 220.76K | $41.89M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 199.48K | $95.27M |
 Capital One Financial Corporation | COF | 191.08K | $38.33M |
 The Boeing Company | BA | 190.6K | $41.26M |
 Pershing Square Inc. | PS | 160.43K | $5.27M |
 Meta Platforms, Inc. | META | 147.08K | $82.85M |
 Corning Inc | GLW | 134.24K | $34.29M |
 Apple Inc. | AAPL | 118.67K | $34.34M |
 The Walt Disney Company | DIS | 111.34K | $10.72M |
 Mineralys Therapeutics, Inc. | MLYS | 101.29K | $2.73M |
 The Charles Schwab Corporation | SCHW | 87.11K | $8.04M |
 Micron Technology, Inc. | MU | 53.93K | $62.25M |