MARK ASSET MANAGEMENT LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$553.2B

Holdings

45

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (45 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
150,387$65K0.00%
2
METAMETA PLATFORMS-A
109,532$32K0.00%
3
AMZNAMAZON.COM INC
225,025$28K0.00%
4
TSLATESLA MOTORS INC
115,705$28K0.00%Call
5
AAPLAPPLE COMPUTER INC
163,209$27K0.00%Put
6
MSFTMICROSOFT CORP
84,062$26K0.00%
7
MLMMARTIN MARIETTA MATLS INC
55,245$22K0.00%
8
SCHWCHARLES SCHWAB CORP.
398,467$21K0.00%
9
WYNNWYNN RESORTS LTD
225,462$20K0.00%
10
GOOGLALPHABET INC-CL A
152,094$19K0.00%
11
DISDISNEY WALT CO
244,932$19K0.00%Call
12
NFLXNETFLIX, INC.
52,962$19K0.00%
13
BABOEING CO
100,654$19K0.00%
14
CMGCHIPOTLE MEXICAN GRILL INC
10,000$18K0.00%
15
ZSZSCALER INC
112,630$17K0.00%
16
MGMMGM RESORTS INTERNATIONAL
484,862$17K0.00%
17
GEGENERAL ELECTRIC CO
152,083$16K0.00%
18
UBERUBER TECHNOLOGIES INC
316,609$14K0.00%
19
ABNBAIRBNB INC-CLASS A
95,074$13K0.00%
20
TTWOTAKE TWO INTERACTIVE SOFTWARE
95,255$12K0.00%Call
21
LENLENNAR CORP
89,896$10K0.00%
22
SBUXSTARBUCKS CORP
120,000$10K0.00%
23
BXBLACKSTONE INC
102,197$10K0.00%
24
WBDWARNER BROS DISCOVERY INC
810,820$8K0.00%
25
ANETEURARISTA NETWORKS INC
40,090$7K0.00%
26
EAELECTRONIC ARTS
65,105$7K0.00%
27
TOLTOLL BROTHERS INC
57,924$4K0.00%
28
MRNAMODERNA INC
40,604$3K0.00%Call
29
WMGWARNER MUSIC GROUP CORP
110,488$3K0.00%
30
KVYOKLAVIYO INC-A
80,000$2K0.00%
31
SOFISOFI TECHNOLOGIES INC
349,947$2K0.00%
32
ARMARM HOLDINGS PLC
40,000$2K0.00%
33
XYZBLOCK INC
29,996$1K0.00%
34
GOOGALPHABET INC-CL C
13,319$1K0.00%
35
DELLDELL TECHNOLOGIES -C
19,997$1K0.00%
36
BACBANK AMERICA CORP
31,400$00.00%
37
SPGSIMON PPTY GROUP INC NEW
9,072$00.00%
38
BATRAATLANTA BRAVES HOLDINGS IN-A
14,399$00.00%
39
AMTAMERICAN TOWER CORP NEW
2,500$00.00%
40
BATRAATLANTA BRAVES HOLDINGS IN-C
14,399$00.00%
41
ASMLASML HOLDING N V
835$00.00%
42
PENNPENN ENTERTAINMENT INC
40,295$00.00%
43
EPDENTERPRISE PRODS PARTNERS L
24,948$00.00%
44
PLCECHILDRENS PLACE RETAIL STORES
20,000$00.00%
45
DWDMORGAN STANLEY
10,328$00.00%