MARK ASSET MANAGEMENT LP

Position in BA — Boeing Co

CIK 860176 New York, NY

Position in BA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$41,258,532

+$281,838 QoQ

Shares Held

190,597

-7.4% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

4.18%

of 13F equity value

Holder Rank

#202

of 2,609 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MARK ASSET MANAGEMENT LP holds $100,708,422 across 4 Aerospace & Defense names. BA ranks #2 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	220,762	$41,885,174
2	BA	Boeing Co This page	190,597	$41,258,532
3	GE	General Electric Co	27,264	$10,189,374
4	SPCX	Space Exploration Technologies Corp	43,166	$7,375,342

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,258,532	190,597	-7.4%	Shares	Sole	2026-08-14
2026-03-31	$40,976,694	205,882	-2.2%	Shares	Sole	2026-05-15
2025-12-31	$45,724,820	210,597	+50.9%	Shares	Sole	2026-02-17
2025-09-30	$30,125,119	139,578	-0.0%	Shares	Sole	2025-11-14
2025-06-30	$29,247,245	139,585	+6.5%	Shares	Sole	2025-08-14
2025-03-31	$22,357,570	131,091	+50.6%	Shares	Sole	2025-05-15
2024-12-31	$15,408,558	87,054	+4252.7%	Shares	Sole	2025-02-14
2024-09-30	$304,080	2,000	-90.0%	Shares	Sole	2024-11-14
2024-06-30	$3,640,200	20,000	0.0%	Shares	Sole	2024-08-14
2024-03-31	$3,859,800	20,000	-79.2%	Shares	Sole	2024-05-15
2023-12-31	$25,065,326	96,161	-4.5%	Shares	Sole	2024-02-14
2023-09-30	$19,293,358	100,654	-3.9%	Shares	Sole	2023-11-14
2023-06-30	$22,117,109	104,741	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$22,346,998	105,197	+22.9%	Shares	Sole	2023-05-15
2022-12-31	$16,305,753	85,599	-3.3%	Shares	Sole	2023-02-14
2022-09-30	$10,717,032	88,512	+29.2%	Shares	Sole	2022-11-14
2022-06-30	$9,369,695	68,532	+57.6%	Shares	Sole	2022-08-15
2022-03-31	$8,327,569	43,486	-26.8%	Shares	Sole	2022-05-16
2021-12-31	$11,956,797	59,392	+39.8%	Shares	Sole	2022-02-14
2021-09-30	$9,343,051	42,480	-35.3%	Shares	Sole	2021-11-15
2021-06-30	$15,718,729	65,615	-14.7%	Shares	Sole	2021-08-16
2021-03-31	$19,586,184	76,893	+109.5%	Shares	Sole	2021-05-17
2020-12-31	$7,857,072	36,705	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.