MKP Capital Management, L.L.C.

CIK 0001534949 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

MKP Capital Management, L.L.C. reported 24 positions worth $3.70B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SPYM (27.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.70B
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.2%
Est. Net Flow (Q)
2026 Q2
10 / 24 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$1.02B27.69%11,650,400
2IVVISHARES TRSH$883.2M23.89%1,179,376
3JPMJPMORGAN CHASE & COSH$465.8M12.60%1,423,000
4RSPINVESCO EXCHANGE TRADED FD TSH$384.3M10.39%1,806,000
5BRK-BBERKSHIRE HATHAWAY INC DELSH$202.9M5.49%405,500
6CCITIGROUP INCSH$131.8M3.57%942,000
7MSFTMICROSOFT CORPSH$127.8M3.46%342,500
8GSGOLDMAN SACHS GROUP INCSH$118.3M3.20%117,000
9GDXVANECK ETF TRUSTSH$53.8M1.45%712,500
10AMZNAMAZON COM INCSH$52.4M1.42%219,825

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MKP Capital Management, L.L.C. hold as of Q2 2026?

MKP Capital Management, L.L.C. reported 24 positions worth $3.70B in its Q2 2026 13F filing. Largest positions: SPYM (27.7%), IVV (23.9%), JPM (12.6%), RSP (10.4%) and BRK-B (5.5%).

What did MKP Capital Management, L.L.C. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MKP Capital Management, L.L.C. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.