
MKP CAPITAL MANAGEMENT, L.L.C.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NCLH | 2.00M | $44.64M |
![]() | BAC | 1.10M | $60.50M |
![]() | OWL | 495K | $7.39M |
![]() | NDAQ | 350K | $34.00M |
![]() | C | 350K | $40.84M |
![]() | GOOGL | 200K | $62.60M |
![]() | COO | 200K | $16.39M |
![]() | NFLX | 200K | $18.75M |
![]() | HOOD | 200K | $22.62M |
![]() | CTSH | 150K | $12.45M |
![]() | AAPL | 130K | $35.34M |
![]() | MSFT | 80K | $38.69M |

Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
2.00M
Value
$44.64M

Bank of America Corporation
BAC
Shares Held
1.10M
Value
$60.50M

Blue Owl Capital Inc.
OWL
Shares Held
495K
Value
$7.39M

Nasdaq, Inc.
NDAQ
Shares Held
350K
Value
$34.00M

Citigroup Inc.
C
Shares Held
350K
Value
$40.84M

Alphabet Inc.
GOOGL
Shares Held
200K
Value
$62.60M

The Cooper Companies, Inc.
COO
Shares Held
200K
Value
$16.39M

Netflix, Inc.
NFLX
Shares Held
200K
Value
$18.75M

Robinhood Markets, Inc.
HOOD
Shares Held
200K
Value
$22.62M

Cognizant Technology Solutions Corporation
CTSH
Shares Held
150K
Value
$12.45M

Apple Inc.
AAPL
Shares Held
130K
Value
$35.34M

Microsoft Corporation
MSFT
Shares Held
80K
Value
$38.69M
