MRP Capital Investments, LLC: 13F holdings

CIK 19648312026Q2

Positions223
Reported value$135.7m
Filed2026-08-10

Change since last quarter

Positions223 (+13 vs prior quarter)
Reported value$135.7m (+18.2%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR9,628$7.2m5.3%
IJR ISHARES TR40,110$5.9m4.4%
DELL DELL TECHNOLOGIES INC11,440$4.9m3.6%
ALAB ASTERA LABS INC9,545$4.6m3.4%
GOOG ALPHABET INC12,625$4.5m3.3%
STRL STERLING INFRASTRUCTURE INC5,053$4.2m3.1%
FTNT FORTINET INC27,143$4.2m3.1%
PANW PALO ALTO NETWORKS INC10,900$3.7m2.7%
SNEX STONEX GROUP INC29,933$3.5m2.6%
LLY ELI LILLY & CO2,932$3.5m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1964831")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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