Markin Asset Management, LP

Position in NVDA — Nvidia Corp

CIK 2110806 RYE, NY

Position in NVDA

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

Position Value

$1,074,483

+$108,831 QoQ

Shares Held

5,370

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.48%

of 13F equity value

Holder Rank

#4,891

of 5,911 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Markin Asset Management, LP holds $2,080,258 across 4 Semiconductors names. NVDA ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	5,370	$1,074,483
2	MU	Micron Technology Inc	466	$537,899
3	AMD	Advanced Micro Devices Inc	428	$248,629
4	MRVL	Marvell Technology, Inc.	736	$219,247

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,074,483	5,370	-3.0%	Shares	Sole	2026-07-14
2026-03-31	$965,652	5,537	-11.2%	Shares	Sole	2026-05-15
2025-12-31	$1,162,827	6,235	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.