MARK ASSET MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIOT | 1.43M | $18.16M |
 | PSKY | 511K | $6.85M |
 | NVDA | 454K | $84.66M |
 | CHYM | 309K | $7.78M |
 | ARM | 284K | $31.02M |
 | DIS | 280K | $31.84M |
 | WYNN | 267K | $32.11M |
 | GOOGL | 249K | $77.93M |
 | AMZN | 245K | $56.44M |
 | FLUT | 241K | $51.88M |
 | RTX | 223K | $40.86M |
 | BA | 211K | $45.72M |
 | WBD | 162K | $4.66M |
 | ORCL | 141K | $27.39M |
 | META | 130K | $85.70M |
 | HUT | 121K | $5.54M |
 | COF | 120K | $29.01M |
 | WFC | 119K | $11.06M |
 | SCHL | 113K | $3.34M |
 | NFLX | 110K | $10.32M |
Riot Platforms, Inc.
RIOT
Shares Held
1.43M
Value
$18.16M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
511K
Value
$6.85M
NVIDIA Corporation
NVDA
Shares Held
454K
Value
$84.66M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
309K
Value
$7.78M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
284K
Value
$31.02M
The Walt Disney Company
DIS
Shares Held
280K
Value
$31.84M
Wynn Resorts, Limited
WYNN
Shares Held
267K
Value
$32.11M
Alphabet Inc.
GOOGL
Shares Held
249K
Value
$77.93M
Amazon.com, Inc.
AMZN
Shares Held
245K
Value
$56.44M
Flutter Entertainment plc
FLUT
Shares Held
241K
Value
$51.88M
RTX Corporation
RTX
Shares Held
223K
Value
$40.86M
The Boeing Company
BA
Shares Held
211K
Value
$45.72M
Warner Bros. Discovery, Inc.
WBD
Shares Held
162K
Value
$4.66M
Oracle Corporation
ORCL
Shares Held
141K
Value
$27.39M
Meta Platforms, Inc.
META
Shares Held
130K
Value
$85.70M
Hut 8 Corp.
HUT
Shares Held
121K
Value
$5.54M
Capital One Financial Corporation
COF
Shares Held
120K
Value
$29.01M
Wells Fargo & Company
WFC
Shares Held
119K
Value
$11.06M
Scholastic Corporation
SCHL
Shares Held
113K
Value
$3.34M
Netflix, Inc.
NFLX
Shares Held
110K
Value
$10.32M