MRP Capital Investments, LLC Q2 2025 Filing
Filed August 19, 2025
Portfolio Value
$145.4B
Holdings
187
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (187 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNetflix Inc | 24,505 | $32.8B | 22.57% | |
| 2 | IVVIshares Tr | 11,220 | $7.0B | 4.79% | |
| 3 | GOOGAlphabet Inc | 26,200 | $4.6B | 3.20% | |
| 4 | IJRIshares Tr | 42,093 | $4.6B | 3.16% | |
| 5 | MSFTMicrosoft Corp | 8,442 | $4.2B | 2.89% | |
| 6 | GQ9Spdr Gold Tr | 12,347 | $3.8B | 2.59% | |
| 7 | METAMeta Platforms Inc | 5,090 | $3.8B | 2.58% | |
| 8 | JPMJpmorgan Chase & Co. | 10,958 | $3.2B | 2.18% | |
| 9 | STRLSterling Infrastructure Inc | 11,775 | $2.7B | 1.87% | |
| 10 | PLTRPalantir Technologies Inc | 19,800 | $2.7B | 1.86% | |
| 11 | WMTWalmart Inc | 27,044 | $2.6B | 1.82% | |
| 12 | SMRNuscale Pwr Corp | 65,775 | $2.6B | 1.79% | |
| 13 | BITBBitwise Bitcoin Etf Tr | 42,273 | $2.5B | 1.70% | |
| 14 | LLYEli Lilly & Co | 3,097 | $2.4B | 1.66% | |
| 15 | BWXTBwx Technologies Inc | 16,649 | $2.4B | 1.65% | |
| 16 | SNEXStonex Group Inc | 25,530 | $2.3B | 1.60% | |
| 17 | NVDANvidia Corporation | 13,765 | $2.2B | 1.50% | |
| 18 | PANWPalo Alto Networks Inc | 10,195 | $2.1B | 1.44% | |
| 19 | DELLDell Technologies Inc | 17,001 | $2.1B | 1.43% | |
| 20 | VRTXVertex Pharmaceuticals Inc | 4,475 | $2.0B | 1.37% | |
| 21 | TSLATesla Inc | 5,518 | $1.8B | 1.21% | |
| 22 | NOCNorthrop Grumman Corp | 3,268 | $1.6B | 1.12% | |
| 23 | NUNu Hldgs Ltd | 118,550 | $1.6B | 1.12% | |
| 24 | GOOGLAlphabet Inc | 8,860 | $1.6B | 1.07% | |
| 25 | VLOValero Energy Corp | 11,174 | $1.5B | 1.03% | |
| 26 | CPNGCoupang Inc | 50,000 | $1.5B | 1.03% | |
| 27 | DRSLeonardo Drs Inc | 32,085 | $1.5B | 1.03% | |
| 28 | KMIKinder Morgan Inc Del | 50,575 | $1.5B | 1.02% | |
| 29 | INDAIshares Tr | 25,468 | $1.4B | 0.98% | |
| 30 | MPMp Materials Corp | 41,125 | $1.4B | 0.94% | |
| 31 | TKOTko Group Holdings Inc | 7,372 | $1.3B | 0.92% | |
| 32 | PYPLPaypal Hldgs Inc | 18,040 | $1.3B | 0.92% | |
| 33 | SOLVSolventum Corp | 15,200 | $1.2B | 0.79% | |
| 34 | UBERUber Technologies Inc | 11,730 | $1.1B | 0.75% | |
| 35 | CMECme Group Inc | 3,805 | $1.0B | 0.72% | |
| 36 | KOFCoca-Cola Femsa Sab De Cv | 10,630 | $1.0B | 0.71% | |
| 37 | TOLToll Brothers Inc | 8,982 | $1.0B | 0.71% | |
| 38 | HDHome Depot Inc | 2,768 | $1.0B | 0.70% | |
| 39 | ETEnergy Transfer L P | 55,488 | $1.0B | 0.69% | |
| 40 | JHCBJohn Hancock Exchange Traded | 46,359 | $993.5M | 0.68% | |
| 41 | WMWaste Mgmt Inc Del | 4,115 | $941.7M | 0.65% | |
| 42 | OPRAOpera Ltd | 47,991 | $907.0M | 0.62% | |
| 43 | MPCMarathon Pete Corp | 4,870 | $809.0M | 0.56% | |
| 44 | BIPBrookfield Infrast Partners | 24,025 | $804.8M | 0.55% | |
| 45 | LEUCentrus Energy Corp | 4,120 | $754.7M | 0.52% | |
| 46 | AGGIshares Tr | 7,404 | $734.5M | 0.51% | |
| 47 | IWMIshares Tr | 3,370 | $727.2M | 0.50% | |
| 48 | SFMSprouts Fmrs Mkt Inc | 4,290 | $706.3M | 0.49% | |
| 49 | PATHUipath Inc | 52,800 | $675.8M | 0.46% | |
| 50 | JNJJohnson & Johnson | 4,390 | $670.6M | 0.46% | |
| 51 | GBTCGrayscale Bitcoin Trust Etf | 7,655 | $649.4M | 0.45% | |
| 52 | NEENextera Energy Inc | 8,728 | $605.9M | 0.42% | |
| 53 | COSTCostco Whsl Corp New | 600 | $594.0M | 0.41% | |
| 54 | ARCCAres Capital Corp | 26,725 | $586.9M | 0.40% | |
| 55 | SPGIS&P Global Inc | 963 | $507.8M | 0.35% | |
| 56 | UNHUnitedhealth Group Inc | 1,605 | $500.7M | 0.34% | |
| 57 | PFEPfizer Inc | 20,400 | $494.5M | 0.34% | |
| 58 | CEF/USprott Physical Gold & Silve | 16,240 | $488.8M | 0.34% | |
| 59 | CWCOConsolidated Water Co Inc | 16,225 | $487.1M | 0.34% | |
| 60 | PZAInvesco Exch Traded Fd Tr Ii | 21,361 | $478.3M | 0.33% | |
| 61 | ACNAccenture Plc Ireland | 1,582 | $472.8M | 0.33% | |
| 62 | MIGAMicrostrategy Inc | 1,150 | $464.9M | 0.32% | |
| 63 | MLIMueller Inds Inc | 5,735 | $455.8M | 0.31% | |
| 64 | SOUNSoundhound Ai Inc | 40,700 | $436.7M | 0.30% | |
| 65 | CATCaterpillar Inc | 1,100 | $427.0M | 0.29% | |
| 66 | CAHCardinal Health Inc | 2,525 | $424.2M | 0.29% | |
| 67 | IAU*Ishares Gold Tr | 6,500 | $405.3M | 0.28% | |
| 68 | TFLOIshares Tr | 7,800 | $395.1M | 0.27% | |
| 69 | DEDeere & Co | 750 | $381.4M | 0.26% | |
| 70 | EPREpr Pptys | 6,115 | $356.3M | 0.25% | |
| 71 | MEARIshares U S Etf Tr | 7,000 | $351.9M | 0.24% | |
| 72 | ALABAstera Labs Inc | 3,515 | $317.8M | 0.22% | |
| 73 | CIThe Cigna Group | 920 | $304.1M | 0.21% | |
| 74 | MAMastercard Incorporated | 500 | $281.0M | 0.19% | |
| 75 | SOSouthern Co | 3,000 | $275.5M | 0.19% | |
| 76 | CRMSalesforce Inc | 1,006 | $274.3M | 0.19% | |
| 77 | SLVIshares Silver Tr | 8,000 | $262.5M | 0.18% | |
| 78 | XOMExxon Mobil Corp | 2,380 | $256.6M | 0.18% | |
| 79 | ZMZoom Communications Inc | 3,250 | $253.4M | 0.17% | |
| 80 | USHYIshares Tr | 6,735 | $252.6M | 0.17% | |
| 81 | SPGSimon Ppty Group Inc New | 1,475 | $237.1M | 0.16% | |
| 82 | IWRIshares Tr | 2,571 | $236.5M | 0.16% | |
| 83 | RSPInvesco Exchange Traded Fd T | 1,300 | $236.3M | 0.16% | |
| 84 | EPR 9 PERP EEpr Pptys | 7,575 | $236.2M | 0.16% | |
| 85 | JHMMJohn Hancock Exchange Traded | 3,629 | $221.8M | 0.15% | |
| 86 | GSGoldman Sachs Group Inc | 290 | $205.2M | 0.14% | |
| 87 | BMYBristol-Myers Squibb Co | 4,158 | $192.5M | 0.13% | |
| 88 | PFFIshares Tr | 6,264 | $192.2M | 0.13% | |
| 89 | IWFIshares Tr | 393 | $166.9M | 0.11% | |
| 90 | CRWDCrowdstrike Hldgs Inc | 323 | $164.5M | 0.11% | |
| 91 | FFC0Oaktree Specialty Lending Co | 11,578 | $158.2M | 0.11% | |
| 92 | RPRXRoyalty Pharma Plc | 4,300 | $154.9M | 0.11% | |
| 93 | EXPEExpedia Group Inc | 915 | $154.3M | 0.11% | |
| 94 | CHCOCity Hldg Co | 1,249 | $152.9M | 0.11% | |
| 95 | EEMIshares Tr | 3,000 | $144.7M | 0.10% | |
| 96 | GEHCGe Healthcare Technologies I | 1,842 | $136.5M | 0.09% | |
| 97 | COPConocophillips | 1,500 | $134.6M | 0.09% | |
| 98 | SNOWSnowflake Inc | 600 | $134.3M | 0.09% | |
| 99 | AVGOBroadcom Inc | 456 | $125.6M | 0.09% | |
| 100 | KTOSKratos Defense & Sec Solutio | 2,500 | $116.1M | 0.08% |
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