Institutions / MKP Capital Management, L.L.C.

MKP Capital Management, L.L.C.

CIK 1534949 · Institution · as of Jun 30, 2026
Portfolio value
$3.63B
Positions
22
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$3.63B+29.1%
$3.63B$3.22B$2.81BQ4 '25Q2 '26

Positions

22+0.0%
222222Q4 '25Q2 '26

Top holdings

Jun 30, 2026
CompanyClassValueShares% of portfolio
SPDR Series Trust$1.02B11,650,40028.2%
iShares Tr$883.22M1,179,37624.3%
JPMORGAN CHASE & CO$465.79M1,423,00012.8%
Invesco Exchange Traded Fd T$384.26M1,806,00010.6%
Warren E. Buffett$202.91M405,5005.6%
Citigroup Inc$131.84M942,0003.6%
Microsoft Corp$127.76M342,5003.5%
The Goldman Sachs Group, Inc.$118.33M117,0003.3%
VanEck ETF Trust$53.76M712,5001.5%
Amazon.com Inc$52.39M219,8251.4%
Select Sector SPDR Tr$38.44M207,5001.1%
iShares Inc$34.84M1,010,0001.0%
VanEck ETF Trust$28.79M43,9000.8%
NVIDIA Corp$20.81M104,0000.6%
iShares Inc$14.86M159,3000.4%
Victory Portfolios II$10.02M219,0000.3%
iShares MSCI UAE ETF$9.98M202,0000.3%
Broadcom Inc.$9.07M24,0000.2%
iShares Inc$8.73M43,2480.2%
Credo Technology Group Holding Ltd$2.84M10,4500.1%
Vertiv Holdings Co$2.75M8,2000.1%
GE Vernova Inc.$2.64M2,2450.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Trim464287200$-1.21B-1.6M
-57.74%
1,179,376
24.35% of portfolio
high
Q2 2026
as of
New78464A854$1.02B+11.7M
11,650,400
28.22% of portfolio
high
Q2 2026
as of
NewJPMORGAN CHASE & CO$465.79M+1.4M
1,423,000
12.84% of portfolio
high
Q2 2026
as of
Add46137V357$273.20M+1.3M
+245.98%
1,806,000
10.59% of portfolio
high
Q2 2026
as of
NewWarren E. Buffett$202.91M+406K
405,500
5.59% of portfolio
high
Q2 2026
as of
NewThe Goldman Sachs Group, Inc.$118.33M+117K
117,000
3.26% of portfolio
high
Q2 2026
as of
AddMicrosoft Corp$97.92M+263K
+328.13%
342,500
3.52% of portfolio
high
Q2 2026
as of
Exit464287234$-90.98M-1.7M
-100.00%
high
Q2 2026
as of
Exit464287184$-87.44M-2.3M
-100.00%
high
Q2 2026
as of
AddCitigroup Inc$82.86M+592K
+169.14%
942,000
3.63% of portfolio
high