HoldingsChannel.com
Mark Asset Management LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TESLA MOTORS INC      $33,061
     TSLA41,093-559$21,533
     Call22,000-10,000$11,528
AMAZON.COM INC 14,455 -181 $28,183
     AMZN14,455-181$28,183
NVIDIA CORPORATION 68,858 -853 $18,151
     NVDA68,858-853$18,151
MICROSOFT CORPORATION 112,535 -4,961 $17,748
     MSFT112,535-4,961$17,748
QUALCOMM INC.      $15,310
     QCOM151,313+13,466$10,236
     Call75,000-5,000$5,074
ALPHABET INC CL A 12,649 -147 $14,698
     GOOGL12,649-147$14,698
APPLE COMPUTER INC 54,051 -8,083 $13,745
     AAPL54,051-8,083$13,745
TAKE TWO INTERACTIVE SOFTWARE      $12,693
     TTWO95,020+14,526$11,270
     Call12,000+6,000$1,423
ACTIVISION BLIZZARD INC      $12,600
     Call120,000+60,000$7,138
     ATVI91,832+91,832$5,462
ALIBABA GROUP HOLDING SP ADR 63,416 +7,374 $12,333
     BABA63,416+7,374$12,333
NETFLIX INC. 30,949 +30,949 $11,621
     NFLX30,949+30,949$11,621
ELECTRONIC ARTS      $10,976
     EA103,574-8,472$10,375
     Call6,000-3,000$601
ZOOM VIDEO COMMUNICATIONS A 67,875 +67,875 $9,918
     ZM67,875+67,875$9,918
TWITTER INC      $9,868
     TWTR366,781+366,781$9,008
     Call35,000+35,000$860
BIOGEN INC 30,761 +10,259 $9,732
     BIIB30,761+10,259$9,732
ADOBE SYSTEMS INC 30,509 -267 $9,709
     ADBE30,509-267$9,709
CHARLES SCHWAB CORP.      $9,224
     SCHW249,359+135,488$8,383
     Call25,000+25,000$841
FACEBOOK INC A      $8,805
     FB48,787+6,668$8,138
     Call4,000+1,600$667
DELL TECHNOLOGIES C 216,812 -7,150 $8,575
     DELL216,812-7,150$8,575
T Mobile US      $8,348
     TMUS65,498+49,274$5,495
     Call34,000-14,000$2,853
MICRON TECHNOLOGY 161,603 +131,603 $6,797
     MU161,603+161,603$6,797
LENNAR CORP      $6,780
     LEN170,683+10,746$6,520
     LEN.B8,997-90$260
ZSCALER INC 109,068 +30,411 $6,638
     ZS109,068+30,411$6,638
MORGAN STANLEY      $6,580
     MS143,542+143,542$4,880
     Call50,000+50,000$1,700
MARTIN MARIETTA MATERIALS 34,687 +14,526 $6,564
     MLM34,687+14,526$6,564
BOEING CO.      $5,966
     Call40,000+40,000$5,966
DISNEY WALT CO      $5,619
     DIS48,171-45,166$4,653
     Call30,000+30,000$2,898
     Put20,000+20,000$1,932
OKTA INC 40,936 -2,908 $5,005
     OKTA40,936-2,908$5,005
LIBERTY BROADBAND A 40,000 +40,000 $4,280
     LBRDA40,000+40,000$4,280
ZILLOW GROUP INC C 104,584 +22,785 $3,767
     Z104,584+22,785$3,767
DENALI THERAPEUTICS INC 162,522 +95,965 $2,846
     DNLI162,522+95,965$2,846
REGENERON PHARMACEUTICALS      $2,441
     Call5,000+5,000$2,441
CROWDSTRIKE HOLDINGS INC A 35,311 -3,538 $1,966
     CRWD35,311-3,538$1,966
WELLS FARGO & CO 60,000 -65,974 $1,722
     WFC60,000-65,974$1,722
GENERAL ELECTRIC CO      $1,706
     Call180,000+90,000$1,429
     GE34,839+34,839$277
GILDEAD SCIENCES INC      $1,495
     Call20,000+20,000$1,495
ZOOM VIDEO COMM.      $1,169
     Call8,000+8,000$1,169
SUNPOWER CORP 211,830 +78,551 $1,074
     COM211,830+78,551$1,074
ALPHABET INC CL C 728 -6 $847
     GOOG728-6$847
ZILLOW GROUP INC A 22,127 -9,934 $752
     ZG22,127-9,934$752
AMERICAN TOWER CORP 2,767 -95 $603
     AMT2,767-95$603
GOLDMAN SACHS GROUP INC 3,507 -59,268 $542
     GS3,507-53,268$542
BLACKSTONE GROUP LP 10,688 -364 $487
     BX10,688-364$487
JP MORGAN CHASE & CO 4,145 -53,179 $373
     JPM4,145-53,179$373
APOLLO GLOBAL MANAGEMENT INC 9,839 -330 $330
     APO9,839-330$330
ENTERPRISE PRODUCTS PART LP 22,848 UNCH $327
     EPD22,848UNCH$327
HOME DEPOT INC 1,361 -47 $254
     HD1,361-47$254
CHINA MOBILE LTD SPON ADR 6,380 -189 $240
     CHL6,380-189$240
LAS VEGAS SANDS INC 5,417 -184 $230
     LVS5,417-184$230
COMCAST CORP CL A 5,925 -111,079 $204
     CMCSA5,925-111,079$204

See Full List: All Stocks Held By Mark Asset Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mark Asset Management LP

Size ($ in 1000's)
At 03/31/2020: $434,091
At 12/31/2019: $598,681

Mark Asset Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mark Asset Management LP 13F filings. Link to 13F filings: SEC filings

Mark Asset Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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