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Mudrick Capital Management, L.P.

hedge fundUpdated 28 days ago

Managed by Mudrick Capital Management, L.P. • Latest filing Q2 2026

Portfolio value
$447.9M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
12.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$269.9M
Q2 2023$256.6B
Q3 2023$339.9B
Q4 2023$446.3B
Q1 2024$248.2B
Q2 2024$246.8B
Q3 2024$160.9M
Q4 2024$595.6M
Q1 2025$289.3M
Q2 2025$472.6M
Q3 2025$395.8M
Q4 2025$370.2M
Q1 2026$174.4M
Q2 2026$447.9M

Top holdings

4 positions as of Q2 2026

View filing
D
1.DPC

DPC HOLDINGS PLC

Value
$314.1M
Shares
6.40M
% Port
70.13%
E

VERTICAL AEROSPACE LTD

Value
$90.8M
Shares
52.16M
% Port
20.26%
V

VROOM, INC

Value
$30.7M
Shares
3.98M
% Port
6.85%
F

FUBOTV INC

Value
$12.4M
Shares
1.35M
% Port
2.77%

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