SEC Form 13F

MARK ASSET MANAGEMENT LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,486,002,247
Positions42

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$261,369,500350,000
NVIDIA CORPORATIONNVDACOM$109,357,389546,541
ARM HOLDINGS PLCARMSPONSORED ADS$97,616,667275,310
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$95,265,664199,480
ALPHABET INCGOOGLCAP STK CL A$89,273,170249,806
META PLATFORMS INCMETACL A$82,847,003147,077
AMAZON COM INCAMZNCOM$64,223,335269,461
MICRON TECHNOLOGY INCMUCOM$62,253,16853,932
NVIDIA CORPORATIONNVDACOM$50,182,572250,800
WYNN RESORTS LTDWYNNCOM$48,016,442494,556

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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