account_balance
Investment manager · 13F filer · SEC CIK 860176
Mark Asset Management LP
Reported value$987Mas of Jun 30, 2026
Positions31 6 new, 6 sold out
Top 10 weight74.6%NVDA alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
11.1%Added +15%
ARMArm Holdings PLC
9.9%Trimmed −22%
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.7%Added +21%
GOOGLAlphabet Inc.
9.0%
METAMeta Platforms, Inc.
8.4%Added +11%
AMZNAmazon.com Inc
6.5%
MUMicron Technology Inc
6.3%Added +120%
WYNNWynn Resorts Ltd
4.9%Added +50%
HUTHut 8 Corp.
4.6%Added +302%
RTXRTX Corp
4.2%Added +5%
BABoeing Co
4.2%Trimmed −7%
COFCapital One Financial Corp
3.9%Added +54%
NVDANVIDIA Corp
11.1%Added +15%
ARMArm Holdings PLC
9.9%Trimmed −22%
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.7%Added +21%
GOOGLAlphabet Inc.
9.0%
METAMeta Platforms, Inc.
8.4%Added +11%
AMZNAmazon.com Inc
6.5%
MUMicron Technology Inc
6.3%
WYNNWynn Resorts Ltd
4.9%
HUTHut 8 Corp.
4.6%
RTX4.2%BA4.2%COFBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 11.1% Added +15%ARM Arm Holdings PLC 9.9% Trimmed −22%TSM Taiwan Semiconductor Manufacturing Co Ltd 9.7% Added +21%GOOGL Alphabet Inc. 9.0% HeldMETA Meta Platforms, Inc. 8.4% Added +11%AMZN Amazon.com Inc 6.5% HeldMU Micron Technology Inc 6.3% Added +120%WYNN Wynn Resorts Ltd 4.9% Added +50%HUT Hut 8 Corp. 4.6% Added +302%RTX RTX Corp 4.2% Added +5%BA Boeing Co 4.2% Trimmed −7%COF Capital One Financial Corp 3.9% Added +54%
What changed
Biggest moves since Mar 31, 2026
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