MARK ASSET MANAGEMENT LP: 13F holdings
CIK 8601762026Q2
| Positions | 36 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 546,541 | $109.4m | 7.4% |
| ARM ARM HOLDINGS PLC | 275,310 | $97.6m | 6.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 199,480 | $95.3m | 6.4% |
| GOOGL ALPHABET INC | 249,806 | $89.3m | 6.0% |
| META META PLATFORMS INC | 147,077 | $82.8m | 5.6% |
| AMZN AMAZON COM INC | 269,461 | $64.2m | 4.3% |
| MU MICRON TECHNOLOGY INC | 53,932 | $62.3m | 4.2% |
| WYNN WYNN RESORTS LTD | 494,556 | $48.0m | 3.2% |
| HUT HUT 8 CORP | 393,081 | $45.4m | 3.1% |
| RTX RTX CORPORATION | 220,762 | $41.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="860176")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.