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MRP Capital Investments, LLC

Q4 2025 · 13F-HR

MRP Capital Investments, LLCholdings as filed

Filed 2026-02-09 · accession 0001964831-26-000002

$119.3M
Reported value
200
Positions
2025-12-31
Period end
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The Brief · MRP Capital Investments, LLC · Q4 2025

AI · grounded in 13F

MRP Capital Investments, LLC significantly increased its position in LUMN, growing share count by 2,536.15%. The fund also accumulated shares in GSAT and BE, increasing those positions by 530.75% and 167.90% respectively. On the sell side, the fund closed its position in PYPL, resulting in a negative delta of $1.34M. Other notable reductions include trimming holdings in VRTX and UBER by over 99%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$6.6M5.54%9,644CommonSOLE
464287804IJRISHARES TR$4.7M3.96%39,300CommonSOLE
02079K107GOOGALPHABET INC$4.3M3.59%13,651CommonSOLE
78463V107GLDSPDR GOLD TR$3.8M3.17%9,547CommonSOLE
037833100AAPLAPPLE INC$3.4M2.85%12,521CommonSOLE
594918104MSFTMICROSOFT CORP$3.2M2.71%6,691CommonSOLE
532457108LLYELI LILLY & CO$3.1M2.62%2,907CommonSOLE
30303M102METAMETA PLATFORMS INC$3.1M2.60%4,696CommonSOLE
931142103WMTWALMART INC$3.0M2.52%27,045CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.9M2.45%16,480CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.9M2.44%9,036CommonSOLE
88160R101TSLATESLA INC$2.9M2.44%6,468CommonSOLE
023135106AMZNAMAZON COM INC$2.7M2.29%11,845CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$2.6M2.16%14,933CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.6M2.15%13,785CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$2.5M2.07%8,050CommonSOLE
34959E109FTNTFORTINET INC$2.4M1.99%29,906CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$2.0M1.69%42,400CommonSOLE
G6683N103NUNU HLDGS LTD$2.0M1.66%118,350CommonSOLE
861896108SNEXSTONEX GROUP INC$1.9M1.58%19,881CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.9M1.57%10,195CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.8M1.47%13,977CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.7M1.46%63,450CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.7M1.42%10,384CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.7M1.41%2,954CommonSOLE
553368101MPMP MATERIALS CORP$1.6M1.30%30,800CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$1.5M1.28%16,160CommonSOLE
12572Q105CMECME GROUP INC$1.5M1.22%5,325CommonSOLE
04626A103ALABASTERA LABS INC$1.4M1.20%8,620CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$1.3M1.12%171,350CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$1.3M1.09%6,247CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M1.06%6,095CommonSOLE
889478103TOLTOLL BROTHERS INC$1.2M1.02%9,033CommonSOLE
83444M101SOLVSOLVENTUM CORP$1.2M1.00%15,100CommonSOLE
46429B598INDAISHARES TR$1.1M0.93%20,523CommonSOLE
378973507GSATGLOBALSTAR INC$1.0M0.88%17,188CommonSOLE
717081103PFEPFIZER INC$1.0M0.84%40,425CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$981,2640.82%4,775CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$978,8000.82%28,175CommonSOLE
47804J818JHCBJOHN HANCOCK EXCHANGE TRADED$971,2630.81%45,154CommonSOLE
02079K305GOOGLALPHABET INC$957,7800.80%3,060CommonSOLE
093712107BEBLOOM ENERGY CORP$942,7570.79%10,850CommonSOLE
22266T109CPNGCOUPANG INC$940,0620.79%39,850CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$910,8790.76%3,395CommonSOLE
65339F101NEENEXTERA ENERGY INC$893,4300.75%11,129CommonSOLE
94106L109WMWASTE MGMT INC DEL$796,5890.67%3,625CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$788,3260.66%10,385CommonSOLE
56585A102MPCMARATHON PETE CORP$761,1090.64%4,680CommonSOLE
047726104BATRAATLANTA BRAVES HLDGS INC$754,8360.63%17,765CommonSOLE
52661A108DRSLEONARDO DRS INC$732,0830.61%21,475CommonSOLE
464287226AGGISHARES TR$708,5490.59%7,094CommonSOLE
67079K100SMRNUSCALE PWR CORP$684,7660.57%48,325CommonSOLE
45409B560HFXINEW YORK LIFE INVESTMENTS ET$681,4500.57%21,000CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$653,7950.55%14,275CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$651,8120.55%2,685CommonSOLE
060505104BACBANK AMERICA CORP$646,2500.54%11,750CommonSOLE
437076102HDHOME DEPOT INC$581,5290.49%1,690CommonSOLE
464285204IAUISHARES GOLD TR$558,0440.47%6,875CommonSOLE
G23773107CWCOCONSOLIDATED WATER CO INC$524,9400.44%14,875CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$523,2960.44%7,655CommonSOLE
149123101CATCATERPILLAR INC$518,4480.43%905CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$517,4040.43%600CommonSOLE
46138E537PZAINVESCO EXCH TRADED FD TR II$506,9570.42%21,861CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$452,2510.38%1,370CommonSOLE
64110L106NFLXNETFLIX INC$435,9840.37%4,650CommonSOLE
464287499IWRISHARES TR$418,3900.35%4,346CommonSOLE
46434V860TFLOISHARES TR$393,5880.33%7,800CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$383,1200.32%2,000CommonSOLE
836100107SOUNSOUNDHOUND AI INC$375,8690.31%37,700CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$359,0730.30%13,226CommonSOLE
46431W838MEARISHARES U S ETF TR$352,2400.30%7,000CommonSOLE
244199105DEDEERE & CO$349,1780.29%750CommonSOLE
464287655IWMISHARES TR$338,4710.28%1,375CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$316,8480.27%8,200CommonSOLE
26884U109EPREPR PPTYS$288,9220.24%5,790CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$285,4400.24%500CommonSOLE
75513E101RTXRTX CORPORATION$275,1000.23%1,500CommonSOLE
012653101ALBALBEMARLE CORP$272,2720.23%1,925CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$268,4110.22%1,450CommonSOLE
30231G102XOMEXXON MOBIL CORP$243,6890.20%2,025CommonSOLE
79466L302CRMSALESFORCE INC$239,2140.20%903CommonSOLE
46435U853USHYISHARES TR$234,6920.20%6,276CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$233,4990.20%805CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$224,1450.19%255CommonSOLE
833445109SNOWSNOWFLAKE INC$219,3600.18%1,000CommonSOLE
464287234EEMISHARES TR$218,8400.18%4,000CommonSOLE
031162100AMGNAMGEN INC$212,7520.18%650CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$187,5040.16%400CommonSOLE
464287614IWFISHARES TR$186,0070.16%393CommonSOLE
90138F102TWLOTWILIO INC$184,9080.15%1,300CommonSOLE
45409B800MNANEW YORK LIFE INVESTMENTS ET$182,5290.15%5,100CommonSOLE
594972408MSTRSTRATEGY INC$182,3400.15%1,200CommonSOLE
842587107SOSOUTHERN CO$174,4000.15%2,000CommonSOLE
26884U307EPR 9 PERP EEPR PPTYS$151,8440.13%5,075CommonSOLE
177835105CHCOCITY HLDG CO$148,8810.12%1,249CommonSOLE
025816109AXPAMERICAN EXPRESS CO$147,9800.12%400CommonSOLE
11135F101AVGOBROADCOM INC$147,4220.12%426CommonSOLE
464288687PFFISHARES TR$146,7200.12%4,739CommonSOLE
038222105AMATAPPLIED MATLS INC$141,3450.12%550CommonSOLE
09290D101BLKBLACKROCK INC$140,2150.12%131CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$139,4420.12%10,500CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$133,1880.11%2,034CommonSOLE
091955104ETHWBITWISE ETHEREUM ETF$130,7050.11%6,145CommonSOLE
46428Q109SLVISHARES SILVER TR$128,8400.11%2,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$125,6630.11%250CommonSOLE
N07059210ASMLASML HOLDING N V$117,6850.10%110CommonSOLE
00287Y109ABBVABBVIE INC$116,9870.10%512CommonSOLE
097023105BABOEING CO$108,5600.09%500CommonSOLE
46090E103QQQINVESCO QQQ TR$107,5290.09%175CommonSOLE
375558103GILDGILEAD SCIENCES INC$98,1920.08%800CommonSOLE
002824100ABTABBOTT LABS$93,1380.08%743CommonSOLE
125523100CITHE CIGNA GROUP$86,6980.07%315CommonSOLE
24610T108VFLABRDN NATL MUN INCOME FD$82,1600.07%8,000CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$76,4820.06%900CommonSOLE
595112103MUMICRON TECHNOLOGY INC$74,5160.06%261CommonSOLE
464287242LQDISHARES TR$71,6240.06%650CommonSOLE
04010L103ARCCARES CAPITAL CORP$70,8050.06%3,500CommonSOLE
46432F842IEFAISHARES TR$70,6740.06%790CommonSOLE
92826C839VVISA INC$70,1420.06%200CommonSOLE
40412C101HCAHCA HEALTHCARE INC$70,0290.06%150CommonSOLE
624756102MLIMUELLER INDS INC$68,8800.06%600CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$68,3760.06%225CommonSOLE
254687106DISDISNEY WALT CO$68,2620.06%600CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$67,9950.06%240CommonSOLE
742718109PGPROCTER AND GAMBLE CO$67,3560.06%470CommonSOLE
46434G103IEMGISHARES INC$66,0780.06%983CommonSOLE
92189F353HYEMVANECK ETF TRUST$55,7720.05%2,804CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$53,6880.04%111CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$49,6520.04%1,282CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$49,0400.04%2,000CommonSOLE
36828A101GEVGE VERNOVA INC$49,0180.04%75CommonSOLE
191216100KOCOCA COLA CO$48,9370.04%700CommonSOLE
278768106SATSECHOSTAR CORP$48,9150.04%450CommonSOLE
361570104GDLGDL FD$46,5850.04%5,500CommonSOLE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$45,4860.04%1,900CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$45,3260.04%315CommonSOLE
501044101KRKROGER CO$45,2980.04%725CommonSOLE
46434V100SLQDISHARES TR$44,8700.04%885CommonSOLE
88579Y101MMM3M CO$41,6260.03%260CommonSOLE
29273V100ETENERGY TRANSFER L P$40,4970.03%2,456CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$40,3910.03%492CommonSOLE
166764100CVXCHEVRON CORP NEW$40,2370.03%264CommonSOLE
369604301GEGE AEROSPACE$38,5040.03%125CommonSOLE
458140100INTCINTEL CORP$37,8230.03%1,025CommonSOLE
464288257ACWIISHARES TR$36,3630.03%257CommonSOLE
018802108LNTALLIANT ENERGY CORP$34,3960.03%529CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$33,6210.03%2,639CommonSOLE
20825C104COPCONOCOPHILLIPS$32,7640.03%350CommonSOLE
13321L108CCJCAMECO CORP$27,4470.02%300CommonSOLE
654106103NKENIKE INC$25,9300.02%407CommonSOLE
464288273SCZISHARES TR$25,6630.02%331CommonSOLE
46429B655FLOTISHARES TR$25,4300.02%500CommonSOLE
21873S108CRWVCOREWEAVE INC$23,9900.02%335CommonSOLE
013091103ACIALBERTSONS COS INC$21,0340.02%1,225CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$18,6390.02%311CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$17,1700.01%8CommonSOLE
G1110E107BHVNBIOHAVEN LTD$16,9350.01%1,500CommonSOLE
37045V100GMGENERAL MTRS CO$16,2640.01%200CommonSOLE
00206R102TAT&T INC$16,0470.01%646CommonSOLE
404280406HSBCHSBC HLDGS PLC$15,7340.01%200CommonSOLE
17275R102CSCOCISCO SYS INC$15,4060.01%200CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$14,2800.01%2,000CommonSOLE
58507V107MDLNMEDLINE INC$12,6000.01%300CommonSOLE
68375N103OPKOPKO HEALTH INC$12,6000.01%10,000CommonSOLE
548661107LOWLOWES COS INC$12,0580.01%50CommonSOLE
172967424CCITIGROUP INC$11,6690.01%100CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11,4900.01%115CommonSOLE
751212101RLRALPH LAUREN CORP$8,8410.01%25CommonSOLE
06849F108BBARRICK MNG CORP$8,7100.01%200CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$8,4340.01%135CommonSOLE
06738C778DJPBARCLAYS BANK PLC$7,5220.01%200CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$7,3850.01%63CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$7,2630.01%100CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6,7340.01%20CommonSOLE
227046109CROXCROCS INC$6,4140.01%75CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$6,2450.01%500CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$5,6540.00%25CommonSOLE
376535878GLADGLADSTONE CAPITAL CORP$4,1740.00%202CommonSOLE
864159108RGRSTURM RUGER & CO INC$4,0920.00%125CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4,0860.00%50CommonSOLE
29250N105ENBENBRIDGE INC$3,6360.00%76CommonSOLE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$3,5120.00%200CommonSOLE
46434V423KSAISHARES TR$3,4960.00%96CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$3,3480.00%57CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3,1290.00%58CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$2,8460.00%51CommonSOLE
033853102ANDGANDERSEN GROUP INC$2,2050.00%85CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$2,1230.00%100CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1,7690.00%4CommonSOLE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$1,5380.00%100CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$1,5250.00%40CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$1,4670.00%75CommonSOLE
009066101ABNBAIRBNB INC$1,3580.00%10CommonSOLE
82889N848SPBCSIMPLIFY EXCHANGE TRADED FUN$1,3420.00%30CommonSOLE
433313103HNGEHINGE HEALTH INC$1,1620.00%25CommonSOLE
22758A105CAPLCROSSAMERICA PARTNERS LP$9070.00%44CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$8270.00%81CommonSOLE
83304A106SNAPSNAP INC$8070.00%100CommonSOLE
29355A107ENPHENPHASE ENERGY INC$8020.00%25CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$7110.00%15CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.