StockDriftsStockDriftsTop 31 Mark Asset Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.05% | 476.9K | $83.2M | +5.06%(+22.99K) | $32.55(+592.27%) | 2026-03-31 | |
| META | META PLATFORMS INC | 10.03% | 132.1K | $75.6M | +1.72%(+2.24K) | $360.83(+70.23%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 9.61% | 251.6K | $72.3M | +1.05%(+2.61K) | $122.34(+224.33%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.49% | 270.9K | $56.4M | +10.79%(+26.38K) | $113.74(+132.22%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.41% | 165.2K | $55.8M | +291.12%(+122.94K) | $313.42(+29.01%) | 2026-03-31 | |
| ARM | ARM HOLDINGS PLC | 7.06% | 351.6K | $53.2M | +23.90%(+67.82K) | $117.53(+77.96%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 6.49% | 55.9K | $48.8M | -5.35%(-3.16K) | $248.50(+322.23%) | 2026-03-31 | |
| BA | BOEING CO | 5.44% | 205.9K | $41.0M | -2.24%(-4.71K) | $185.31(+18.99%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 5.39% | 210.3K | $40.6M | -5.61%(-12.49K) | $100.38(+70.52%) | 2026-03-31 | |
| WYNN | WYNN RESORTS LTD | 4.46% | 330.4K | $33.6M | +23.85%(+63.62K) | $92.61(+3.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.30% | +106.29% |
| Top 20 Holdings Unweighted | +25.28% | +96.64% |
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