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MARK ASSET MANAGEMENT LP: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARK ASSET MANAGEMENT LP on NVDA, newest first. How the timeline and the estimate are built.

MARK ASSET MANAGEMENT LP held 546,541 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 546,541 shares
    Change vs previous 13F +69,627 shares

    11.08% of the 13F portfolio, value $109,357,389.

    13F-HR 0001214659-26-010288 filed by MARK ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 476,914 shares
    Change vs previous 13F +22,988 shares

    11.05% of the 13F portfolio, value $83,173,802.

    13F-HR 0001214659-26-006359 filed by MARK ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 453,926 shares
    Change vs previous 13F -13,083 shares

    9.48% of the 13F portfolio, value $84,657,199.

    13F-HR 0001214659-26-001883 filed by MARK ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 467,009 shares
    Change vs previous 13F +6,360 shares

    8.9% of the 13F portfolio, value $87,134,539.

    13F-HR 0001214659-25-016554 filed by MARK ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 460,649 shares
    Change vs previous 13F +70,000 shares

    8.71% of the 13F portfolio, value $72,778,000.

    13F-HR 0001214659-25-012129 filed by MARK ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 390,649 shares
    Change vs previous 13F -469,742 shares

    6.37% of the 13F portfolio, value $42,339,000.

    13F-HR 0001214659-25-007740 filed by MARK ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 860,391 shares
    Change vs previous 13F -283,606 shares

    17.81% of the 13F portfolio, value $115,542,000.

    13F-HR 0001214659-25-002725 filed by MARK ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,143,997 shares
    Change vs previous 13F not available

    17.17% of the 13F portfolio, value $138,927,000.

    13F-HR 0001214659-24-019058 filed by MARK ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).