MARK ASSET MANAGEMENT CORP 13F Holdings

CIK 02802595 · NEW YORK, NY

As of Sep 30, 2022, MARK ASSET MANAGEMENT CORP reported 43 positions worth $405.6K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TESLA INCTSLAConsumer Cyclical325,501$42.2K10.41%
AMAZON.COM INCAMZNEquity271,096$30.6K7.55%
WALT DISNEY CODISCommunication Services231,846$21.9K5.39%
APPLE INCAAPLTechnology154,799$21.4K5.27%
NVIDIA CORPNVDATechnology159,312 9.3K4.77%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials57,390 8.5K4.56%
MORGAN STANLEYMSFinancial Services210,564 6.6K4.10%
ALPHABET INCGOOGLEquity172,259 6.5K4.06%
MGM RESORTS INTERNATIONALMGMConsumer Cyclical530,093 5.8K3.88%
MICROSOFT CORPMSFTTechnology67,480 5.7K3.88%
ASML HOLDING NVASMLTechnology31,769 3.2K3.25%
GOLDMAN SACHS GROUP INCGSFinancial Services41,536 2.2K3.00%
QUALCOMM INCQCOMTechnology107,149 2.1K2.98%
BOEING COBAIndustrials88,512 0.7K2.64%
LENNAR CORPLENConsumer Cyclical134,963 0.1K2.48%
BANK OF AMERICA CORPBACFinancial Services322,766$9.7K2.40%
ZSCALER INCZSTechnology57,076$9.4K2.31%
SOLAREDGE TECHNOLOGIES INCSEDGTechnology38,986$9.0K2.22%
UBER TECHNOLOGIES INCUBERTechnology334,042$8.9K2.18%
WYNN RESORTS LTDWYNNConsumer Cyclical138,068$8.7K2.15%
AIRBNB INCABNBIndustrials82,576$8.7K2.14%
BLACKSTONE INCBXFinancial Services88,167$7.4K1.82%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services62,350$6.8K1.68%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology96,417$6.6K1.63%
GE AEROSPACEGEIndustrials100,000$6.2K1.53%