# EDGAR Filing Document

**Accession Number:** 0002110806
**File Stem:** 0001754960-26-000387
**Filing Date:** 2026-5
**Character Count:** 7511
**Document Hash:** 4bf72353797ff825ba645517c68b4825
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-26-000387.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001754960-26-000387

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Markin Asset Management, LP
- **CENTRAL INDEX KEY:** 0002110806

**ORGANIZATION NAME:**
- **EIN:** 854166291
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26394
- **FILM NUMBER:** 26984366

**BUSINESS ADDRESS:**
- **STREET 1:** 411 THEODORE FREMD AVE
- **STREET 2:** SUITE 206S
- **CITY:** RYE
- **STATE:** NY
- **ZIP:** 10580
- **BUSINESS PHONE:** 9142690018

**MAIL ADDRESS:**
- **STREET 1:** 411 THEODORE FREMD AVE
- **STREET 2:** SUITE 206S
- **CITY:** RYE
- **STATE:** NY
- **ZIP:** 10580

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Markin Asset Management LP<br>**Address:** 411 THEODORE FREMD AVE<br>SUITE 206S<br>RYE, NY 10580

**Form 13F File Number:** 028-26394

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 38

**Form 13F Information Table Value Total:** $91083335

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 861786 | 18779 | SH |  | SOLE |  | 0 | 0 | 18779 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 29223599 | 294385 | SH |  | SOLE |  | 0 | 0 | 294385 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 2537809 | 23287 | SH |  | SOLE |  | 0 | 0 | 23287 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 1150393 | 18779 | SH |  | SOLE |  | 0 | 0 | 18779 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 2570518 | 15894 | SH |  | SOLE |  | 0 | 0 | 15894 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 2596355 | 17709 | SH |  | SOLE |  | 0 | 0 | 17709 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 3758103 | 76121 | SH |  | SOLE |  | 0 | 0 | 76121 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 669415 | 16395 | SH |  | SOLE |  | 0 | 0 | 16395 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 4292894 | 6601 | SH |  | SOLE |  | 0 | 0 | 6601 |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 |  | 547274 | 10952 | SH |  | SOLE |  | 0 | 0 | 10952 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 9367893 | 70488 | SH |  | SOLE |  | 0 | 0 | 70488 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 1336910 | 16308 | SH |  | SOLE |  | 0 | 0 | 16308 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 2838325 | 25603 | SH |  | SOLE |  | 0 | 0 | 25603 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2459107 | 5715 | SH |  | SOLE |  | 0 | 0 | 5715 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 1184136 | 14341 | SH |  | SOLE |  | 0 | 0 | 14341 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 526065 | 5512 | SH |  | SOLE |  | 0 | 0 | 5512 |
| AMAZON COM INC | COM | 023135106 |  | 747898 | 3591 | SH |  | SOLE |  | 0 | 0 | 3591 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 805056 | 1680 | SH |  | SOLE |  | 0 | 0 | 1680 |
| MICROSOFT CORP | COM | 594918104 |  | 1818039 | 4911 | SH |  | SOLE |  | 0 | 0 | 4911 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1959526 | 3395 | SH |  | SOLE |  | 0 | 0 | 3395 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 7703456 | 152152 | SH |  | SOLE |  | 0 | 0 | 152152 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1962354 | 3284 | SH |  | SOLE |  | 0 | 0 | 3284 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 232136 | 4639 | SH |  | SOLE |  | 0 | 0 | 4639 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 276593 | 3683 | SH |  | SOLE |  | 0 | 0 | 3683 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 2926692 | 24677 | SH |  | SOLE |  | 0 | 0 | 24677 |
| CALAMOS ETF TR | CALLMOS BIT STRU | 12811T688 |  | 363430 | 15304 | SH |  | SOLE |  | 0 | 0 | 15304 |
| CALAMOS ETF TR | BITCOIN STRUCTRD | 12811T647 |  | 356679 | 14651 | SH |  | SOLE |  | 0 | 0 | 14651 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 252353 | 4275 | SH |  | SOLE |  | 0 | 0 | 4275 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 200404 | 1370 | SH |  | SOLE |  | 0 | 0 | 1370 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 404022 | 1405 | SH |  | SOLE |  | 0 | 0 | 1405 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 965655 | 5537 | SH |  | SOLE |  | 0 | 0 | 5537 |
| BROADCOM INC | COM | 11135F101 |  | 207372 | 670 | SH |  | SOLE |  | 0 | 0 | 670 |
| TESLA INC | COM | 88160R101 |  | 421936 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| APPLE INC | COM | 037833100 |  | 1904576 | 7505 | SH |  | SOLE |  | 0 | 0 | 7505 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 800339 | 2790 | SH |  | SOLE |  | 0 | 0 | 2790 |
| ELI LILLY  CO | COM | 532457108 |  | 364515 | 396 | SH |  | SOLE |  | 0 | 0 | 396 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 209013 | 2362 | SH |  | SOLE |  | 0 | 0 | 2362 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 280709 | 875 | SH |  | SOLE |  | 0 | 0 | 875 |

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