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Disclosery

Markin Asset Management, LP: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Markin Asset Management, LP on XLK, newest first. How the timeline and the estimate are built.

Markin Asset Management, LP held 75,236 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,236 shares
    Change vs previous 13F +4,748 shares

    12.27% of the 13F portfolio, value $14,333,886.

    13F-HR 0001754960-26-000487 filed by Markin 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 70,488 shares
    Change vs previous 13F +8,900 shares

    10.28% of the 13F portfolio, value $9,367,893.

    13F-HR 0001754960-26-000387 filed by Markin 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 61,588 shares
    Change vs previous 13F not available

    9.75% of the 13F portfolio, value $8,866,814.

    13F-HR 0001754960-26-000182 filed by Markin Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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