MKP Capital Management, L.L.C.: ALPHABET CL A (GOOGL): Quarterly 13F Position History
As of Q1 2026, MKP Capital Management, L.L.C. reported 250,000 shares of ALPHABET CL A (GOOGL), worth $71.9M and representing 2.4% of its 13F equity book. Quarter-over-quarter share count change: + 50,000 (+25.0%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 250,000Shares Held (Latest Filing)
- $71.9MReported Market Value (Latest Filing)
- 2.4%Portfolio Weight (% of 13F Equity Book)
- +50,000Quarter-over-Quarter Share Change
- +$9.3MQuarter-over-Quarter Value Change
- 930,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 250,000 | +50,000 | +25.0% | $71.9M | 2.4% | $287.6 |
| Q4 2025 | 200,000 | 152,000 | -43.2% | $62.6M | 2.2% | $313.0 |
| Q3 2025 | 352,000 | +352,000 | — | $85.6M | 3.4% | $243.1 |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 880,000 | -100.0% | $0 | 0.0% | — |
| Q3 2024 | 880,000 | 50,000 | -5.4% | $146.5M | 13.4% | $166.5 |
| Q2 2024 | 930,000 | — | — | $170.0M | 14.5% | $182.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MKP Capital Management, L.L.C. first disclose a GOOGL position in 13F-HR filings?
MKP Capital Management, L.L.C. first reported ALPHABET CL A (GOOGL) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was MKP Capital Management, L.L.C.'s most recent quarter-over-quarter share-count change in GOOGL?
Between Q4 2025 and Q1 2026, MKP Capital Management, L.L.C. added 50,000 shares of GOOGL (+25.0%), bringing the total reported position to 250,000 shares at a market value of $71.9M.
Does the implied price-per-share represent MKP Capital Management, L.L.C.'s cost basis in GOOGL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.