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Institutional

MRP Capital Investments, LLC

CIK 0001964831
$114.8M
Reported AUM
210
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · MRP Capital Investments, LLC · Q1 2026

AI · grounded in 13F

MRP Capital Investments, LLC closed its position in NU for a reduction of $1.98M. The fund also exited positions in BIP and ACN, while trimming shares of INDA by 75.4% and GOOGL by 73.8%. On the buy side, the fund established a new position in FNDE worth $978,806 and increased its holdings in VRTX by 98,025%.

Portfolio · Q1 2026

IVV$6.3MIJRGLDGOOGWMTSNEXAAPLBWXTAMZNLLYJPMMETAOther$72.0MML

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IVVISHARES TR$740.91-2.62%24.60%80.03%$6.3M5.49%+1+0.0%
2IJRISHARES TR$137.68-1.84%29.63%34.80%$5.0M4.37%+1,086+2.8%
3GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$4.2M3.63%+145+1.5%
4GOOGALPHABET INC$365.76-0.95%109.82%172.71%$3.8M3.31%386−2.8%
5WMTWALMART INC$118.880.97%22.99%166.67%$3.3M2.91%149−0.6%
6SNEXSTONEX GROUP INC$115.541.31%103.51%504.29%$3.3M2.84%+1,477+7.4%
7AAPLAPPLE INC$307.34-1.25%51.31%116.17%$3.0M2.63%642−5.1%
8BWXTBWX TECHNOLOGIES INC$185.95-2.52%44.15%242.83%$3.0M2.62%200−1.3%
9AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$2.7M2.39%+1,312+11.1%
10LLYELI LILLY & CO$1131.420.55%48.00%387.10%$2.7M2.39%+70+2.4%
11JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$2.7M2.38%+245+2.7%
12METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$2.7M2.33%29−0.6%
13STRLSTERLING INFRASTRUCTURE INC$882.43-11.20%328.38%3918.35%$2.6M2.31%45−0.6%
14MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$2.6M2.24%+263+3.9%
15VLOVALERO ENERGY CORP$255.82-1.17%104.41%350.61%$2.6M2.23%45−0.4%
16TSLATESLA INC$391.00-6.56%32.48%70.69%$2.5M2.18%+275+4.3%
17NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$2.5M2.14%+286+2.1%
18FTNTFORTINET INC$144.68-3.33%37.87%165.72%$2.3M2.02%1,500−5.0%
19DELLDELL TECHNOLOGIES INC$394.39-6.55%251.99%785.09%$2.2M1.96%302−2.2%
20PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$2.2M1.92%1,413−8.6%
21KMIKINDER MORGAN INC DEL$31.68-0.06%17.25%140.30%$2.2M1.88%+1,055+1.7%
22NOCNORTHROP GRUMMAN CORP$544.40-0.14%13.52%62.60%$2.0M1.75%9−0.3%
23BITBBITWISE BITCOIN ETF TR$32.74-5.13%-42.32%-3.22%$2.0M1.72%+11,220+26.5%
24BEBLOOM ENERGY CORP$263.61-9.53%1110.33%1109.22%$1.8M1.55%+2,265+20.9%
25VRTXVERTEX PHARMACEUTICALS INC$446.831.15%-0.81%121.66%$1.8M1.53%+3,921+98025.0%
26KOFCOCA-COLA FEMSA SAB DE CV$106.47-0.31%12.09%124.69%$1.7M1.45%+960+5.9%
27CMECME GROUP INC$257.400.52%-2.55%48.93%$1.6M1.41%+145+2.7%
28PANWPALO ALTO NETWORKS INC$272.05-2.58%36.30%309.05%$1.6M1.39%228−2.2%
29JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$1.5M1.32%+91+1.5%
30LUMNLUMEN TECHNOLOGIES INC$8.91-10.00%126.14%-20.48%$1.4M1.20%+26,750+15.6%
31TOLTOLL BROTHERS INC$137.91-1.37%$1.4M1.19%+955+10.6%
32PFEPFIZER INC$26.041.36%$1.3M1.17%+7,338+18.2%
33ALABASTERA LABS INC$317.06-11.45%$1.2M1.01%+2,000+23.2%
34MPCMARATHON PETE CORP$262.01-1.89%$1.1M0.99%25−0.5%
35MPMP MATERIALS CORP$59.18-9.59%$1.1M0.97%7,825−25.4%
36TKOTKO GROUP HOLDINGS INC$203.490.49%$1.1M0.94%890−14.2%
37SOLVSOLVENTUM CORP$81.01-1.71%$1.0M0.87%+245+1.6%
38GSATGLOBALSTAR INC$81.49-1.40%$989K0.86%2,300−13.4%
39CAHCARDINAL HEALTH INC$205.711.97%$988K0.86%100−2.1%
40FNDESCHWAB STRATEGIC TR$40.04-3.54%$979K0.85%+25,583NEW
41NEENEXTERA ENERGY INC$85.840.19%$973K0.85%649−5.8%
42JHCBJOHN HANCOCK EXCHANGE TRADED$21.14-0.45%$903K0.79%2,520−5.6%
43WMWASTE MGMT INC DEL$220.400.63%$823K0.72%46−1.3%
44KTOSKRATOS DEFENSE & SEC SOLUTIO$58.52-7.70%$772K0.67%+565+5.4%
45BATRAATLANTA BRAVES HLDGS INC$53.900.92%$758K0.66%1,690−9.5%
46HFXINEW YORK LIFE INVESTMENTS ET$36.59-3.48%$705K0.61%HELD
47DRSLEONARDO DRS INC$46.15-1.20%$702K0.61%5,700−26.5%
48AGGISHARES TR$98.17-0.50%$701K0.61%28−0.4%
49ALBALBEMARLE CORP$155.44-6.16%$650K0.57%+1,695+88.1%
50TFLOISHARES TR$50.510.02%$643K0.56%+4,900+62.8%
51BACBANK AMERICA CORP$53.83-0.63%$585K0.51%+250+2.1%
52CATCATERPILLAR INC$904.28-3.85%$563K0.49%110−12.2%
53SMRNUSCALE PWR CORP$10.50-12.50%$563K0.49%+3,625+7.5%
54PZAINVESCO EXCH TRADED FD TR II$23.37-0.26%$502K0.44%HELD
55COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$498K0.43%100−16.7%
56IAUISHARES GOLD TR$81.22-3.63%$485K0.42%1,375−20.0%
57IWRISHARES TR$106.21-2.12%$483K0.42%+625+14.4%
58HDHOME DEPOT INC$310.780.27%$482K0.42%225−13.3%
59LEUCENTRUS ENERGY CORP$161.78-13.34%$456K0.40%60−2.2%
60GBTCGRAYSCALE BITCOIN TRUST ETF$46.80-5.15%$400K0.35%65−0.8%
61CPNGCOUPANG INC$15.15-8.35%$396K0.35%18,850−47.3%
62RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$384K0.33%HELD
63DEDEERE & CO$583.44-1.40%$366K0.32%100−13.3%
64MEARISHARES U S ETF TR$50.270.02%$352K0.31%HELD
65EEMISHARES TR$64.59-6.53%$341K0.30%+2,000+50.0%
66XOMEXXON MOBIL CORP$149.92-1.39%$290K0.25%313−15.5%
67EPREPR PPTYS$57.362.14%$286K0.25%75−1.3%
68SPGSIMON PPTY GROUP INC NEW$210.311.98%$270K0.24%HELD
69AMATAPPLIED MATLS INC$453.01-9.71%$260K0.23%+210+38.2%
70RTXRTX CORPORATION$180.990.88%$251K0.22%200−13.3%
71IWFISHARES TR$122.69-3.26%$251K0.22%+195+49.6%
72SATSECHOSTAR CORP$116.28-6.71%$240K0.21%+1,600+355.6%
73INDAISHARES TR$47.34-1.42%$236K0.21%15,475−75.4%
74TRVTRAVELERS COMPANIES INC$303.253.35%$235K0.20%HELD
75GOOGLALPHABET INC$368.53-0.98%$230K0.20%2,260−73.9%
76AMGNAMGEN INC$349.581.15%$229K0.20%HELD
77USHYISHARES TR$36.78-0.43%$229K0.20%70−1.1%
78ADBEADOBE INC$251.44-2.70%$225K0.20%+925NEW
79GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$216K0.19%HELD
80MNANEW YORK LIFE INVESTMENTS ET$36.460.44%$185K0.16%HELD
81IWMISHARES TR$281.65-3.55%$185K0.16%630−45.8%
82FRPTFRESHPET INC$49.741.06%$180K0.16%+3,050NEW
83CHCOCITY HLDG CO$126.780.81%$149K0.13%HELD
84SOSOUTHERN CO$92.601.07%$145K0.13%500−25.0%
85PFFISHARES TR$30.91-1.09%$144K0.13%HELD
86EPR 9 PERP EEPR PPTYS$133K0.12%700−13.8%
87SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$133K0.12%+204NEW
88PGRPROGRESSIVE CORP$204.024.42%$124K0.11%+625NEW
89IEFAISHARES TR$95.56-2.60%$122K0.11%+557+70.5%
90CRMSALESFORCE INC$185.66-1.64%$122K0.11%252−27.9%
91SNOWSNOWFLAKE INC$238.26-2.42%$121K0.11%200−20.0%
92CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$117K0.10%100−25.0%
93TQQQPROSHARES TR$73.05-14.28%$113K0.10%+2,705NEW
94GILDGILEAD SCIENCES INC$129.16-0.02%$111K0.10%HELD
95ABBVABBVIE INC$227.231.02%$111K0.10%HELD
96BLKBLACKROCK INC$995.60-2.64%$110K0.10%17−13.0%
97ETHWBITWISE ETHEREUM ETF$11.25-11.42%$109K0.09%+1,107+18.0%
98JHMMJOHN HANCOCK EXCHANGE TRADED$72.71-1.90%$108K0.09%418−20.6%
99BRK/BBERKSHIRE HATHAWAY INC DEL$108K0.09%25−10.0%
100AXPAMERICAN EXPRESS CO$310.66-0.60%$106K0.09%50−12.5%
101MAMASTERCARD INCORPORATED$100K0.09%300−60.0%
102BABOEING CO$100K0.09%HELD
103AVGOBROADCOM INC$93K0.08%125−29.3%
104UNHUNITEDHEALTH GROUP INC$87K0.08%1,047−76.4%
105SOUNSOUNDHOUND AI INC$80K0.07%26,000−69.0%
106VFLABRDN NATL MUN INCOME FD$80K0.07%HELD
107CEFSPROTT ASSET MANAGEMENT LP$79K0.07%12,625−88.4%
108ABTABBOTT LABORATORIES$76K0.07%+1+0.1%
109TSMTAIWAN SEMICONDUCTOR MANUFAC$76K0.07%HELD
110HCAHCA HEALTHCARE INC$71K0.06%HELD
111LQDISHARES TR$71K0.06%HELD
112IEMGISHARES INC$69K0.06%HELD
113CLFCLEVELAND-CLIFFS INC NEW$68K0.06%2,500−23.8%
114LMTLOCKHEED MARTIN CORP$67K0.06%HELD
115GEVGE VERNOVA INC$65K0.06%HELD
116GDLGDL FD$62K0.05%+2,000+36.4%
117SFMSPROUTS FMRS MKT INC$62K0.05%+800NEW
118PGPROCTER & GAMBLE CO$61K0.05%50−10.6%
119IWDISHARES TR$60K0.05%+282NEW
120DISDISNEY WALT CO$58K0.05%HELD
121HYEMVANECK ETF TRUST$55K0.05%HELD
122CVXCHEVRON CORPORATION$55K0.05%HELD
123HGTYHAGERTY INC$53K0.05%+5,000NEW
124KRKROGER CO$52K0.05%HELD
125EXPEEXPEDIA GROUP INC$50K0.04%25−10.4%
126MUMICRON TECHNOLOGY INC$49K0.04%115−44.1%
127APLDAPPLIED DIGITAL CORP$47K0.04%HELD
128ETENERGY TRANSFER L P$47K0.04%HELD
129INTCINTEL CORP$45K0.04%HELD
130MMINNEW YORK LIFE INVTS ACTIVE E$45K0.04%HELD
131SLQDISHARES TR$45K0.04%HELD
132BATRKATLANTA BRAVES HLDGS INC$43K0.04%+1,000NEW
133BMNRBITMINE IMMERSION TECNOLOGIE$43K0.04%11,076−83.7%
134HSTHOST HOTELS & RESORTS INC$41K0.04%+2,150NEW
135VOEVANGUARD INDEX FDS$40K0.03%+215NEW
136TNADIREXION SHARES ETF TRUST$39K0.03%+878NEW
137LNTALLIANT ENERGY CORP$38K0.03%+4+0.8%
138NFLXNETFLIX INC.$36K0.03%4,277−92.0%
139ACWIISHARES TR$36K0.03%HELD
140GEGE AEROSPACE$35K0.03%HELD
141QQQINVESCO QQQ TR$35K0.03%114−65.1%
142SLVISHARES SILVER TR$34K0.03%1,500−75.0%
143COPCONOCOPHILLIPS$33K0.03%100−28.6%
144BTCGRAYSCALE BITCOIN MINI TR ET$33K0.03%190−14.8%
145CCJCAMECO CORP$33K0.03%HELD
146MMM3M CO$27K0.02%75−28.8%
147KOCOCA COLA CO$27K0.02%350−50.0%
148SCZISHARES TR$26K0.02%HELD
149TYDDIREXION SHARES ETF TRUST$26K0.02%+1,048NEW
150FLOTISHARES TR$25K0.02%HELD
151GEHCGE HEALTHCARE TECHNOLOGIES I$25K0.02%141−28.7%
152MLIMUELLER INDS INC$22K0.02%400−66.7%
153NKENIKE INC$21K0.02%HELD
154QUALISHARES TR$21K0.02%+109NEW
155ACIALBERTSONS COS INC$20K0.02%50−4.1%
156ARCCARES CAPITAL CORP$20K0.02%2,400−68.6%
157TAT&T INC$19K0.02%HELD
158VGITVANGUARD SCOTTSDALE FDS$19K0.02%HELD
159IWSISHARES TR$18K0.02%+122NEW
160NVTSNAVITAS SEMICONDUCTOR CORP$18K0.02%HELD
161HSBCHSBC HLDGS PLC$16K0.01%HELD
162IVEISHARES TR$16K0.01%+76NEW
163CSCOCISCO SYS INC$16K0.01%HELD
164FCNCAFIRST CTZNS BANCSHARES INC D$15K0.01%HELD
165GMGENERAL MTRS CO$15K0.01%HELD
166NVONOVO-NORDISK A S$15K0.01%+400NEW
167IVWISHARES TR$14K0.01%+126NEW
168CITHE CIGNA GROUP$13K0.01%265−84.1%
169LOWLOWES COS INC$12K0.01%HELD
170OPKOPKO HEALTH INC$11K0.01%HELD
171CCITIGROUP INC$11K0.01%HELD
172SCHWSCHWAB CHARLES CORP$11K0.01%HELD
173EFAISHARES TR$11K0.01%+111NEW
174CRWVCOREWEAVE INC$10K0.01%200−59.7%
175MRVLMARVELL TECHNOLOGY INC$10K0.01%800−88.9%
176DJPBARCLAYS BANK PLC$10K0.01%HELD
177VEAVANGUARD TAX-MANAGED FDS$9K0.01%HELD
178ASTSAST SPACEMOBILE INC$8K0.01%HELD
179DUKDUKE ENERGY CORP NEW$8K0.01%HELD
180BBARRICK MNG CORP$8K0.01%HELD
181GDGENERAL DYNAMICS CORP$7K0.01%HELD
182ONDSONDAS INC$7K0.01%+750NEW
183CROXCROCS INC$6K0.01%HELD
184OCSLOAKTREE SPECIALTY LENDING$6K0.00%2,141−81.1%
185DXYZDESTINY TECH100 INC$5K0.00%+200NEW
186RGRSTURM RUGER & CO INC$5K0.00%+1+0.8%
187INGMINGRAM MICRO HLDG CORP$5K0.00%+200NEW
188COINCOINBASE GLOBAL INC$4K0.00%HELD
189ENBENBRIDGE INC$4K0.00%HELD
190KSAISHARES TR$4K0.00%HELD
191UBERUBER TECHNOLOGIES INC$4K0.00%HELD
192BMYBRISTOL-MYERS SQUIBB CO$4K0.00%HELD
193GLADGLADSTONE CAP CORP$4K0.00%HELD
194VGSHVANGUARD SCOTTSDALE FDS$3K0.00%HELD
195SVOLSIMPLIFY EXCHANGE TRADED FUN$3K0.00%HELD
196VGKVANGUARD INTL EQUITY INDEX F$3K0.00%+35NEW
197VGLTVANGUARD SCOTTSDALE FDS$3K0.00%HELD
198FPSFORGENT POWER SOLUTIONS INC$2K0.00%+65NEW
199NATLNCR ATLEOS CORPORATION$2K0.00%HELD
200ECATBLACKROCK ESG CAP ALLC TERM$1K0.00%HELD
201MMEDMINIMED GROUP INC$1K0.00%+90NEW
202ABNBAIRBNB INC$1K0.00%HELD
203SPBCSIMPLIFY EXCHANGE TRADED FUN$1K0.00%HELD
204PAYPPAYPAY CORP$9610.00%+45NEW
205ENPHENPHASE ENERGY INC$9460.00%HELD
206CAPLCROSSAMERICA PARTNERS LP$9150.00%HELD
207NCR VOYIX CORPORATION$5130.00%+81NEW
208SNAPSNAP INC$4600.00%HELD
209SCHGSCHWAB STRATEGIC TR$2340.00%+8NEW
210AMDADVANCED MICRO DEVICES INC$2040.00%+1NEW
211NUNU HLDGS LTD118,350EXITED
212BIPBROOKFIELD INFRAST PARTNERS28,175EXITED
213ACNACCENTURE PLC IRELAND3,395EXITED
214CWCOCONSOLIDATED WATER CO INC14,875EXITED
215RPRXROYALTY PHARMA PLC8,200EXITED
216TWLOTWILIO INC1,300EXITED
217MSTRSTRATEGY INC1,200EXITED
218ASMLASML HOLDING N V110EXITED
219VVISA INC200EXITED
220CRDOCREDO TECHNOLOGY GROUP HOLDI315EXITED
221BHVNBIOHAVEN LTD1,500EXITED
222MDLNMEDLINE INC300EXITED
223RLRALPH LAUREN CORP25EXITED
224JMIAJUMIA TECHNOLOGIES AG500EXITED
225ANDGANDERSEN GROUP INC85EXITED
226ZIMZIM INTEGRATED SHIPPING SERV100EXITED
227DYNDYNE THERAPEUTICS INC75EXITED
228HNGEHINGE HEALTH INC25EXITED
229VYXNCR VOYIX CORPORATION81EXITED
230IIPRINNOVATIVE INDL PPTYS INC15EXITED

Source: SEC EDGAR · accession 0001964831-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.