MRP Capital Investments
MRP Capital Investments reported 223 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are IVV (5.3%), IJR (4.4%) and DELL (3.6%). Compared with Q1 2026, the fund opened new positions in NU, BIP and CWCO, added to PANW, SNEX and WMT, trimmed IVV, IJR and DELL and sold out of GSAT, ADBE and FRPT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $7.2M | 5.3% | 9,628 | −17 (−0%) | 8 of 8 | |
| 2 |  IJR Ishares TR | $5.9M | 4.4% | 40K | −276 (−1%) | 8 of 8 | |
| 3 |  DELL Dell Technologies Inc | $4.9M | 3.6% | 11K | −2,235 (−16%) | 8 of 8 | |
| 4 |  ALAB Astera Labs Inc | $4.6M | 3.4% | 9,545 | −1,075 (−10%) | 5 of 8 | |
| 5 |  GOOG Alphabet Inc | $4.5M | 3.3% | 13K | −640 (−5%) | 8 of 8 | |
| 6 |  STRL Sterling Infrastructure | $4.2M | 3.1% | 5,053 | −2,952 (−37%) | 8 of 8 | |
| 7 |  FTNT Fortinet Inc | $4.2M | 3.1% | 27K | −1,263 (−4%) | 7 of 8 | |
| 8 |  PANW Palo Alto Networks Inc | $3.7M | 2.7% | 11K | +933 (+9%) | 8 of 8 | |
| 9 |  SNEX Stonex Group Inc | $3.5M | 2.6% | 30K | +8,575 (+40%) | 8 of 8 | |
| 10 |  LLY Eli Lilly & Co | $3.5M | 2.6% | 2,932 | −45 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GSAT Globalstar Inc | $989K | 15K |
 ADBE Adobe Inc | $225K | 925 |
 FRPT Freshpet Inc | $180K | 3,050 |
 FLOT Ishares TR | $25K | 500 |
 ACI Albertsons Cos Inc | $20K | 1,175 |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MRP Capital Investments 13F FAQ
What does MRP Capital Investments own?
MRP Capital Investments reported 223 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are IVV (5.3%), IJR (4.4%) and DELL (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did MRP Capital Investments buy and sell in Q2 2026?
Compared with Q1 2026: 30 new positions, 48 added to, 49 trimmed and 17 sold out. New positions include NU, BIP and CWCO. It sold all of GSAT, ADBE and FRPT.
When will MRP Capital Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is MRP Capital Investments's portfolio worth?
The Q2 2026 filing reports $136M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.