Mudrick Capital Management, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Mudrick Capital Management, L.P. disclosed 4 US equity positions worth $472.6m in its Q2 2025 13F filing. The largest position was VERTICAL AEROSPACE LTD at 73.8% of the reported book, followed by VROOM INC and LUMINAR TECHNOLOGIES INC. Against the Q1 2025 filing, it opened 2 new positions, added to 0 and reduced 0 among the top 4 holdings.
What did Mudrick Capital Management, L.P. own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VERTICAL AEROSPACE LTD | 73.8% | $348.7m | 51,509,585 | 0% | held | |
| 2 | VROOM INC | 23.9% | $113.1m | 3,967,251 | 0% | held | |
| 3 | LUMINAR TECHNOLOGIES INC | 1.8% | $8.5m | 18,500,000 | – | new | |
| 4 | LUMINAR TECHNOLOGIES INC | 0.5% | $2.2m | 769,092 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.