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Mudrick Capital Management, L.P. Top Holdings and 13F Report (2025)

About Mudrick Capital Management, L.P.

Investment Activity

  • Mudrick Capital Management, L.P. has $472.55 million in total holdings as of June 30, 2025.
  • Mudrick Capital Management, L.P. owns shares of 4 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 2.36% of the portfolio was purchased this quarter.
  • This quarter, Mudrick Capital Management, L.P. has purchased 2 new stocks and bought additional shares in 1 stock.
  • Mudrick Capital Management, L.P. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

VERTICAL AEROSPACE LTD
$348,719,890
VROOM INC
$113,106,326
LUMINAR TECHNOLOGIES INC
$8,519,250
LUMINAR TECHNOLOGIES INC
$2,207,294

Largest New Holdings this Quarter

550424AE5 - LUMINAR TECHNOLOGIES INC
$8,519,250 Holding
550424303 - LUMINAR TECHNOLOGIES INC
$2,207,294 Holding

Largest Purchases this Quarter

LUMINAR TECHNOLOGIES INC
18,500,000 shares (about $8.52M)
LUMINAR TECHNOLOGIES INC
769,092 shares (about $2.21M)
VROOM INC
15,020 shares (about $428.22K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMudrick Capital Management, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
VERTICAL AEROSPACE LTD
$348,719,8900.0%51,509,58573.8%SHS NEW
VROOM INC
$113,106,326$428,220 ▲0.4%3,967,25123.9%COM NEW
LUMINAR TECHNOLOGIES INC
$8,519,250$8,519,250 ▲New Holding18,500,0001.8%DEBT 11.500% 1/1
LUMINAR TECHNOLOGIES INC
$2,207,294$2,207,294 ▲New Holding769,0920.5%COM NEW CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data