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Portfolio (Quarterly) Guide ↗

MKP Capital Management, L.L.C.

· CIK 0001534949
13F Portfolio $3.0B AUM 19 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 2 Added 3 Reduced 17 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 1,618,986.0 $1.06B 34.75% -1.2M -42.0% $653.21 +14.2%
2 EEM ISHARES TR 861,000.0 $48.9M 1.61% -802K -48.2% $56.79 +16.3%
3 EWZ ISHARES INC 1,073,000.0 $41.2M 1.35% -1.2M -53.1% $38.39 -3.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.0%
Communication Services 18.6%
Financial Services 12.4%
Consumer Cyclical 12.2%
Healthcare 10.3%
Industrials 6.7%
Energy 0.8%