# EDGAR Filing Document

**Accession Number:** 0000860176
**File Stem:** 0000860176-25-000003
**Filing Date:** 2025-9
**Character Count:** 21015
**Document Hash:** a2c1eca07220f4ab951eb765de064243
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000860176-25-000003.hdr.sgml**: 20250902

**ACCESSION NUMBER**: 0000860176-25-000003

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250902

**EFFECTIVENESS DATE**: 20250902

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MARK ASSET MANAGEMENT LP
- **CENTRAL INDEX KEY:** 0000860176

**ORGANIZATION NAME:**
- **EIN:** 133395026
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-02595
- **FILM NUMBER:** 251283677

**BUSINESS ADDRESS:**
- **STREET 1:** 667 MADISON AVE
- **STREET 2:** 9TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10065
- **BUSINESS PHONE:** 212-372-2500

**MAIL ADDRESS:**
- **STREET 1:** 667 MADISON AVE
- **STREET 2:** 9TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10065

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MARK ASSET MANAGEMENT CORP
- **DATE OF NAME CHANGE:** 19990330

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0000860176

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** MARK ASSET MANAGEMENT LP

**Address:** 667 MADISON AVE, NEW YORK, NY 10065

**Telephone number:** (212) 372-2500

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-02595

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                      | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Electronic Arts Inc.                | 285512109 | 08/01/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            132 |                0 | FOR         |                                      132 | FOR                         |  |
| Take-Two Interactive Software, Inc. | 874054109 | 09/18/2024     | Approval, on a non-binding advisory basis, of the compensation of the Company's "named executive officers" as disclosed in the attached Proxy Statement.                                                    | SECTION 14A SAY-ON-PAY VOTES |         103971 |                0 | FOR         |                                   103971 | FOR                         |  |
| Oracle Corporation                  | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          93195 |                0 | AGAINST     |                                    93195 | AGAINST                     |  |
| Microsoft Corporation               | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          64063 |                0 | FOR         |                                    64063 | FOR                         |  |
| Zscaler, Inc.                       | 98980G102 | 01/10/2025     | To approve on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          45731 |                0 | FOR         |                                    45731 | FOR                         |  |
| Apple Inc.                          | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         137507 |                0 | FOR         |                                   137507 | FOR                         |  |
| Toll Brothers, Inc.                 | 889478103 | 03/11/2025     | The approval, in an advisory and non-binding votes of the compensation of the Company's named executive officers.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           7691 |                0 | FOR         |                                     7691 | FOR                         |  |
| The Walt Disney Company             | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         209861 |                0 | FOR         |                                   209861 | FOR                         |  |
| Broadcom Inc.                       | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          23844 |                0 | FOR         |                                    23844 | FOR                         |  |
| The Boeing Company                  | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         100886 |                0 | FOR         |                                   100886 | FOR                         |  |
| Constellation Energy Corporation    | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          31520 |                0 | FOR         |                                    31520 | FOR                         |  |
| Wells Fargo  Company                | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         177463 |                0 | FOR         |                                   177463 | FOR                         |  |
| Wynn Resorts, Limited               | 983134107 | 04/30/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the Proxy Statement.                                                                          | SECTION 14A SAY-ON-PAY VOTES |         168994 |                0 | FOR         |                                   168994 | FOR                         |  |
| Intuitive Surgical, Inc.            | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          24873 |                0 | FOR         |                                    24873 | FOR                         |  |
| RTX Corporation                     | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         172521 |                0 | FOR         |                                   172521 | FOR                         |  |
| GE Aerospace                        | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          71562 |                0 | AGAINST     |                                    71562 | AGAINST                     |  |
| MGM Resorts International           | 552953101 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         146014 |                0 | FOR         |                                   146014 | FOR                         |  |
| American Tower Corporation          | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1237 |                0 | FOR         |                                     1237 | FOR                         |  |
| GE Vernova, Inc.                    | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          55893 |                0 | FOR         |                                    55893 | FOR                         |  |
| GE Vernova, Inc.                    | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          55893 |                0 | ONE YEAR    |                                    55893 | FOR                         |  |
| Simon Property Group, Inc.          | 828806109 | 05/14/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           4484 |                0 | AGAINST     |                                     4484 | AGAINST                     |  |
| Las Vegas Sands Corp.               | 517834107 | 05/15/2025     | An advisory (non-binding) vote to approve the compensation of the named executive officers.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         114945 |                0 | AGAINST     |                                   114945 | AGAINST                     |  |
| Martin Marietta Materials, Inc.     | 573284106 | 05/15/2025     | Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |           1080 |                0 | FOR         |                                     1080 | FOR                         |  |
| Morgan Stanley                      | 617446448 | 05/15/2025     | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          11570 |                0 | FOR         |                                    11570 | FOR                         |  |
| JPMorgan Chase  Co.                 | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |             23 |                0 | FOR         |                                       23 | FOR                         |  |
| Amazon.com, Inc.                    | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         152042 |                0 | AGAINST     |                                   152042 | AGAINST                     |  |
| Pinterest, Inc.                     | 72352L106 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          68915 |                0 | FOR         |                                    68915 | FOR                         |  |
| Meta Platforms, Inc.                | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES |          71477 |                0 | AGAINST     |                                    71477 | AGAINST                     |  |
| Meta Platforms, Inc.                | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES |          71477 |                0 | ONE YEAR    |                                    71477 | AGAINST                     |  |
| SoFi Technologies, Inc.             | 83406F102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         130388 |                0 | AGAINST     |                                   130388 | AGAINST                     |  |
| Roblox Corporation                  | 771049103 | 05/29/2025     | Advisory Vote on the Compensation of our Named Executive Officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            126 |                0 | FOR         |                                      126 | FOR                         |  |
| Arista Networks, Inc.               | 040413205 | 05/30/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            422 |                0 | AGAINST     |                                      422 | AGAINST                     |  |
| Flutter Entertainment plc           | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          84406 |                0 | FOR         |                                    84406 | FOR                         |  |
| Flutter Entertainment plc           | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.                                             | SECTION 14A SAY-ON-PAY VOTES |          84406 |                0 | ONE YEAR    |                                    84406 | FOR                         |  |
| Netflix, Inc.                       | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          15276 |                0 | FOR         |                                    15276 | FOR                         |  |
| Duolingo, Inc.                      | 26603R106 | 06/11/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          28291 |                0 | FOR         |                                    28291 | FOR                         |  |
| Celestica Inc.                      | 15101Q207 | 06/17/2025     | To approve, on an advisory basis, the compensation of Celestica Inc.'s named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             85 |                0 | FOR         |                                       85 | FOR                         |  |
| Celestica Inc.                      | 15101Q207 | 06/17/2025     | To approve, on an advisory basis, the frequency of future advisory resolutions on the compensation of Celestica inc.'s named executive officers.                                                            | SECTION 14A SAY-ON-PAY VOTES |             85 |                0 | ONE YEAR    |                                       85 | FOR                         |  |
| PJT Partners Inc.                   | 69343T107 | 06/18/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers (Proposal 2).                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             89 |                0 | FOR         |                                       89 | FOR                         |  |
| Vertiv Holdings Co.                 | 92537N108 | 06/18/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                | SECTION 14A SAY-ON-PAY VOTES |            127 |                0 | FOR         |                                      127 | FOR                         |  |
| NVIDIA Corporation                  | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         330665 |                0 | FOR         |                                   330665 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** MARK ASSET MANAGEMENT LP

**By (Signature):** Kevin Burinescu

**By (Printed Signature):** Kevin Burinescu

**By (Title):** Chief Financial Officer

**Date:** 09/02/2025