MARK ASSET MANAGEMENT LP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$546.9B

Holdings

47

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (47 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
156,183$43K0.00%
2
METAMETA PLATFORMS INC
129,678$27K0.00%Call
3
MSFTMICROSOFT CORPORATION
89,257$25K0.00%
4
AAPLAPPLE INC
149,713$24K0.00%
5
DISDISNEY WALT CO
245,935$24K0.00%Call
6
WYNNWYNN RESORTS LTD
217,069$24K0.00%
7
AMZNAMAZON.COM INC
226,471$23K0.00%
8
MGMMGM RESORTS INTERNATIONAL
512,575$22K0.00%
9
BABOEING CO
105,197$22K0.00%
10
ASMLASML HOLDING N V
30,988$21K0.00%
11
TSLATESLA INC
98,317$20K0.00%Call
12
MLMMARTIN MARIETTA MATLS INC
55,637$19K0.00%
13
NFLXNETFLIX, INC.
48,000$16K0.00%
14
LENLENNAR CORP
145,186$15K0.00%
15
SBUXSTARBUCKS CORP
153,524$15K0.00%
16
QCOMQUALCOMM INC.
113,838$14K0.00%
17
GOOGLALPHABET INC-CL A
142,856$14K0.00%
18
GEGENERAL ELECTRIC CO
137,373$13K0.00%
19
DWDMORGAN STANLEY
154,556$13K0.00%
20
ZSZSCALER INC
103,127$12K0.00%
21
UBERUBER TECHNOLOGIES INC
379,004$12K0.00%
22
ABNBAIRBNB INC-CLASS A
104,494$12K0.00%Call
23
BXBLACKSTONE INC
122,673$10K0.00%
24
LVSLAS VEGAS SANDS CORP
165,612$9K0.00%
25
XYZBLOCK INC
148,077$9K0.00%Call
26
WWEUSDWORLD WRESTLING ENTMT INC
90,000$8K0.00%
27
GEHCGE HEALTHCARE TECHNOLOGIES I
92,259$7K0.00%
28
MRNAMODERNA INC
42,500$6K0.00%
29
ENPHENPHASE ENERGY INC
29,902$6K0.00%
30
TTWOTAKE-TWO INTERACTIVE SOFTWAR
38,581$4K0.00%
31
EAELECTRONIC ARTS
35,040$4K0.00%
32
BACBANK AMERICA CORP
170,600$4K0.00%
33
TOLTOLL BROTHERS INC
77,981$4K0.00%
34
SEDGSOLAREDGE TECHNOLOGIES INC
10,000$3K0.00%
35
NKENIKE INC
29,866$3K0.00%
36
WFCWELLS FARGO CO NEW
103,335$3K0.00%Call
37
SOFISOFI TECHNOLOGIES INC
530,401$3K0.00%
38
SCHWSCHWAB CHARLES CORP
40,000$2K0.00%
39
RBLXROBLOX CORP
60,129$2K0.00%
40
BNTXBIONTECH SE
22,920$2K0.00%
41
LULULULULEMON ATHLETICA INC
5,038$1K0.00%
42
GOOGALPHABET INC-CL C
13,663$1K0.00%
43
SPGSIMON PPTY GROUP INC NEW
9,072$1K0.00%
44
EPDENTERPRISE PRODS PARTNERS L
24,948$00.00%
45
BATRKUSDLIBERTY MEDIA CORP DEL
24,416$00.00%
46
BATRAUSDLIBERTY MEDIA CORP DEL
24,416$00.00%
47
AMTAMERICAN TOWER CORP NEW
2,500$00.00%