Mukunda Loprinzi Portfolio
Invests via Meketa Capital, LLC | Managed by Michael Bell, Stephen P. McCourt, Peter S. Woolley, John Haggerty, Lisa Bacon, Steven Hartt
Invests via Meketa Capital, LLC
Managed by Michael Bell, Stephen P. McCourt, Peter S. Woolley, John Haggerty, Lisa Bacon, Steven Hartt
Automatically Tracked
Mukunda Loprinzi Profile
Former operator turned investor focused on growth-stage technology and consumer businesses, Mukunda Loprinzi brings product and go-to-market expertise to private-market allocations. Works with founders on category expansion, customer acquisition and unit-economics optimization; typical check sizes target seed to Series B rounds. Background emphasizes operating roles in SaaS and marketplaces and active board participation; investment style is sector-generalist with a bias toward scalable unit economics.
Former operator turned investor focused on growth-stage technology and consumer businesses, Mukunda Loprinzi brings product and go-to-market expertise to private-market allocations. Works with founders on category expansion, customer acquisition and unit-economics optimization; typical check sizes target seed to Series B rounds. Background emphasizes operating roles in SaaS and marketplaces and active board participation; investment style is sector-generalist with a bias toward scalable unit economics.
Investment Philosophy & Strategy
Operator-led growth investor focused on seed to Series B technology and consumer businesses, prioritizing companies with scalable unit economics and repeatable customer acquisition. Emphasizes product and go-to-market partnerships, active board involvement, and hands-on work to improve unit economics, retention and category expansion. Capital deployment favors concentrated, high-conviction checks in companies demonstrating strong LTV/CAC dynamics, clear path to margin expansion, and defensible marketplace or SaaS moats.
Operator-led growth investor focused on seed to Series B technology and consumer businesses, prioritizing companies with scalable unit economics and repeatable customer acquisition. Emphasizes product and go-to-market partnerships, active board involvement, and hands-on work to improve unit economics, retention and category expansion. Capital deployment favors concentrated, high-conviction checks in companies demonstrating strong LTV/CAC dynamics, clear path to margin expansion, and defensible marketplace or SaaS moats.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-7.06%
Gain -0.29%
Monthly
-0.34%
Yearly
-4%
Drawdown
22.74%
$41.47M
Equity
Holdings
$41.47M
Investment
$44.62M
-$3.15M
Profit -$121,568.36
Realized
$0
Unrealized
-$3.15M
Dividends
$1.8M
Goals
Avg. 28% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$121,568.36
Win %
57%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$541,402.36
Win %
57%
This Month
Compared to last month
Gain
1.23%
Profit
$501,981.24
Win %
57%
This Year
Compared to last year
Gain
-8.78%
Profit
-$3.99M
Win %
57%
KMI Kinder Morgan, Inc.
+3.64%
+$20,836.02 
CCI Crown Castle Inc.
+2.92%
+$20,971.08 
OKE ONEOK, Inc.
+2.85%
+$11,504.22 
LNG Cheniere Energy Inc.
+2.82%
+$18,108.26 
AMT American Tower Corporation
+2.14%
+$18,317.78 
WMB The Williams Companies, Inc.
+1.98%
+$13,552.04 
ATO Atmos Energy Corporation
+1.86%
+$21,725.15 
SBAC SBA Communications Corporation
+1.82%
+$12,841.45 
SO The Southern Company
+1.74%
+$14,497.26 
SRE Sempra
+1.42%
+$12,763.48 
AWK American Water Works Company, Inc.
+1.23%
+$9,220.12 
D Dominion Energy, Inc.
+1.13%
+$12,076.39 
NEE NextEra Energy, Inc.
+0.95%
+$9,384 
GNR SPDR S&P Global Natural Resources ETF
+0.94%
+$9,300 
IGF iShares Global Infrastructure ETF
+0.84%
+$2,891.68 
BIP Brookfield Infrastructure Partners L.P.
+0.27%
+$4,474.7 
NSC Norfolk Southern Corporation
+0.23%
+$1,152 BAM
BAM
0%
$0 
HLNE Hamilton Lane Inc.
-3.57%
-$26,697.82 
STEP StepStone Group Inc.
-2.81%
-$28,670.4 
BX Blackstone Inc.
-2.65%
-$46,971.17 
TPG TPG Inc.
-2.33%
-$23,068.4 
VONG Vanguard Russell 1000 Growth Fund
-2.06%
-$55,086.24 
OWL Blue Owl Capital Inc.
-1.73%
-$10,870.61 
ARES Ares Management Corporation
-1.71%
-$28,427.09 
CG The Carlyle Group Inc.
-1.2%
-$20,832.68 
SPY SPDR S&P 500 ETF Trust
-1.17%
-$49,853.43 
KKR KKR & Co. Inc.
-1.16%
-$18,309 
BN Brookfield Corporation
-0.65%
-$6,860.88 
APO Apollo Global Management, Inc.
-0.42%
-$8,897.7 
CSX CSX Corporation
-0.25%
-$1,648.2 
VIG Vanguard Dividend Appreciation ETF
-0.22%
-$7,447.6 
UNP Union Pacific Corporation
-0.14%
-$1,542.8 Events
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Dividends
Dividend Analysis
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| Trades 33 | Longs Won 18/33 54% | Profit Factor 0.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $507,739.32 |
| Average Win $244,258.02 | Best Trade (Oct 14) $1.05M | Sharpe Ratio -337.67 |
| Average Loss -$503,090.13 | Worst Trade (Oct 16) -$1.1M | Z-Score 0.41 (31.48%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 5d | Expectancy -$95,445.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 82 | 74 | 66 | 58 | 49 | 41 | 33 | 25 | 16 | 8 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMT American Tower Corporation | 4,715 | $864,778 | $873,430.17 | - | $8,652.17 | 1% | +2.142% |
| APO Apollo Global Management, Inc. | 18,732 | $3.09M | $2.09M | - | -$1.01M | -32.55% | -0.425% |
| ARES Ares Management Corporation | 14,578 | $2.58M | $1.63M | - | -$946,840.76 | -36.69% | -1.71% |
| ATO Atmos Energy Corporation | 7,123 | $992,020 | $1.19M | - | $197,521 | 19.91% | +1.86% |
| AWK American Water Works Company, Inc. | 5,622 | $699,883 | $757,170.96 | - | $57,287.96 | 8.19% | +1.233% |
| BAM BAM | 43,751 | $2.37M | $2.37M | - | - | - | 0.0 |
| BIP Brookfield Infrastructure Partners L.P. | 44,747 | $1.42M | $1.67M | - | $249,688.39 | 17.55% | +0.268% |
| BN Brookfield Corporation | 28,587 | $1.09M | $1.05M | - | -$49,455.51 | -4.52% | -0.652% |
| BX Blackstone Inc. | 16,253 | $2.8M | $1.73M | - | -$1.07M | -38.34% | -2.647% |
| CCI Crown Castle Inc. | 8,962 | $813,391 | $737,931.08 | - | -$75,459.92 | -9.28% | +2.925% |
| CG The Carlyle Group Inc. | 47,347 | $2.39M | $1.72M | - | -$668,539.61 | -27.97% | -1.195% |
| CSX CSX Corporation | 13,735 | $443,228 | $667,108.95 | - | $223,880.95 | 50.51% | -0.246% |
| D Dominion Energy, Inc. | 17,009 | $916,105 | $1.08M | - | $165,157.13 | 18.03% | +1.129% |
| GNR SPDR S&P Global Natural Resources ETF | 13,007 | $647,228 | $1M | - | $354,376.03 | 54.75% | +0.937% |
| HLNE Hamilton Lane Inc. | 8,959 | $1.33M | $721,378.68 | - | -$605,001.32 | -45.61% | -3.569% |
| IGF iShares Global Infrastructure ETF | 5,456 | $285,185 | $347,710.88 | - | $62,525.88 | 21.92% | +0.839% |
| KKR KKR & Co. Inc. | 17,950 | $2.65M | $1.55M | - | -$1.1M | -41.44% | -1.164% |
| KMI Kinder Morgan, Inc. | 17,436 | $477,746 | $593,085.54 | - | $115,339.54 | 24.14% | +3.641% |
| LNG Cheniere Energy Inc. | 2,298 | $493,771 | $659,594.94 | - | $165,823.94 | 33.58% | +2.823% |
| NEE NextEra Energy, Inc. | 12,512 | $896,985 | $997,331.52 | - | $100,346.52 | 11.19% | +0.95% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mukunda Loprinzi?
The largest contributions to the portfolio's profits come from the following stocks: Blackstone Inc - $140,263.39, Brookfield Infrastructure Partners L.P - $138,044.51, Ares Management Corporation - $124,350.34, The Carlyle Group Inc - $116,000.15, and Blue Owl Capital Inc - $108,004.84. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Mukunda Loprinzi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.8M earned over time. The largest contributors to dividend income include Blackstone Inc - $140,263.39, Brookfield Infrastructure Partners L.P - $138,044.51, Ares Management Corporation - $124,350.34, The Carlyle Group Inc - $116,000.15, and Blue Owl Capital Inc - $108,004.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mukunda Loprinzi's monthly returns?
Mukunda Loprinzi's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Mukunda Loprinzi's strategy be considered aggressive or moderate?
Mukunda Loprinzi's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Mukunda Loprinzi's strategy?
Mukunda Loprinzi's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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