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:
0.07%
Gain -1.48%
Monthly
0%
Yearly
0.04%
Drawdown
22.74%
$44.66M
Equity
Holdings
$44.66M
Investment
$44.62M
$32,573.79
Profit -$669,794.2
Realized
$0
Unrealized
$32,573.79
Dividends
$1.64M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.48%
Profit
-$669,794.2
Win %
57%
This Week
Compared To Last Week
Gain
0.21%
Profit
$93,651.27
Win %
57%
This Month
Compared to last month
Gain
-1.48%
Profit
-$669,794.2
Win %
57%
This Year
Compared to last year
Gain
-1.78%
Profit
-$808,659.76
Win %
57%
APO Apollo Global Management, Inc.
+4.44%
+$100,028.88 
ARES Ares Management Corporation
+3.2%
+$57,874.6 
TPG TPG Inc.
+2.25%
+$21,926.4 
LNG Cheniere Energy Inc.
+2.13%
+$12,662.01 
OKE ONEOK, Inc.
+1.95%
+$7,758.66 
KMI Kinder Morgan, Inc.
+1.64%
+$9,066.72 
CG The Carlyle Group Inc.
+1.46%
+$31,249.02 
OWL Blue Owl Capital Inc.
+1.38%
+$9,818.62 
BN Brookfield Corporation
+1.19%
+$14,293.53 
UNP Union Pacific Corporation
+0.92%
+$10,562.56 
WMB The Williams Companies, Inc.
+0.89%
+$6,231.96 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$21,074.66 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$29,514.34 
STEP StepStone Group Inc.
+0.53%
+$5,495.16 
NSC Norfolk Southern Corporation
+0.46%
+$2,380.83 
KKR KKR & Co. Inc.
+0.45%
+$8,077.5 
CSX CSX Corporation
+0.42%
+$2,884.35 
SO The Southern Company
+0.21%
+$1,864.6 BAM
BAM
0%
$0 
AWK American Water Works Company, Inc.
-1.93%
-$14,842.08 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$28,190.61 
SRE Sempra
-1.15%
-$11,333.09 
NEE NextEra Energy, Inc.
-1.15%
-$12,637.12 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$10,145.46 
ATO Atmos Energy Corporation
-0.85%
-$10,541.97 
D Dominion Energy, Inc.
-0.8%
-$9,525.04 
AMT American Tower Corporation
-0.63%
-$5,186.55 
SBAC SBA Communications Corporation
-0.51%
-$3,531.84 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$12,506.25 
IGF iShares Global Infrastructure ETF
-0.28%
-$1,036.64 
CCI Crown Castle Inc.
-0.27%
-$1,882.02 
BX Blackstone Inc.
-0.25%
-$5,201.07 
HLNE Hamilton Lane Inc.
-0.04%
-$358.36 Events
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Dividends
Dividend Analysis
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| Trades 33 | Longs Won 18/33 54% | Profit Factor 1.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $379,219.89 |
| Average Win $255,100.99 | Best Trade (Aug 14) $1.06M | Sharpe Ratio -451.87 |
| Average Loss -$303,949.6 | Worst Trade (Aug 02) -$908,924.1 | Z-Score 0.41 (31.48%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4d | Expectancy $987.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 24.69% | 37.61% | 48.12% | 57.31% | 65.63% | 73.32% | 80.52% | 87.32% | 93.8% |
| Consecutive Losing Trades | 147 | 132 | 118 | 103 | 88 | 73 | 59 | 44 | 29 | 15 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMT American Tower Corporation | 4,715 | $864,778 | $817,392.4 | - | -$47,385.6 | -5.48% | -0.631% |
| APO Apollo Global Management, Inc. | 18,732 | $3.09M | $2.35M | - | -$741,225.12 | -23.96% | +4.441% |
| ARES Ares Management Corporation | 14,578 | $2.58M | $1.87M | - | -$713,447.04 | -27.65% | +3.199% |
| ATO Atmos Energy Corporation | 7,123 | $992,020 | $1.23M | - | $238,691.94 | 24.06% | -0.849% |
| AWK American Water Works Company, Inc. | 5,622 | $699,883 | $754,303.74 | - | $54,420.74 | 7.78% | -1.93% |
| BAM BAM | 43,751 | $2.37M | $2.37M | - | - | - | 0.0 |
| BIP Brookfield Infrastructure Partners L.P. | 44,747 | $1.42M | $1.87M | - | $446,127.72 | 31.36% | -1.486% |
| BN Brookfield Corporation | 28,587 | $1.09M | $1.22M | - | $120,923.01 | 11.04% | +1.19% |
| BX Blackstone Inc. | 16,253 | $2.8M | $2.08M | - | -$726,021.25 | -25.91% | -0.25% |
| CCI Crown Castle Inc. | 8,962 | $813,391 | $683,800.6 | - | -$129,590.4 | -15.93% | -0.274% |
| CG The Carlyle Group Inc. | 47,347 | $2.39M | $2.18M | - | -$211,641.06 | -8.85% | +1.455% |
| CSX CSX Corporation | 13,735 | $443,228 | $692,244 | - | $249,016 | 56.18% | +0.418% |
| D Dominion Energy, Inc. | 17,009 | $916,105 | $1.18M | - | $260,407.53 | 28.43% | -0.803% |
| GNR SPDR S&P Global Natural Resources ETF | 13,007 | $647,228 | $941,446.66 | - | $294,218.66 | 45.46% | -1.066% |
| HLNE Hamilton Lane Inc. | 8,959 | $1.33M | $796,544.69 | - | -$529,835.31 | -39.95% | -0.045% |
| IGF iShares Global Infrastructure ETF | 5,456 | $285,185 | $364,515.36 | - | $79,330.36 | 27.82% | -0.284% |
| KKR KKR & Co. Inc. | 17,950 | $2.65M | $1.82M | - | -$834,316.5 | -31.42% | +0.446% |
| KMI Kinder Morgan, Inc. | 17,436 | $477,746 | $561,090.48 | - | $83,344.48 | 17.45% | +1.642% |
| LNG Cheniere Energy Inc. | 2,298 | $493,771 | $605,683.88 | - | $111,912.88 | 22.66% | +2.135% |
| NEE NextEra Energy, Inc. | 12,512 | $896,985 | $1.09M | - | $190,558.04 | 21.24% | -1.149% |
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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 - $117,684.62, The Carlyle Group Inc - $116,000.15, Blue Owl Capital Inc - $108,004.84, and Ares Management Corporation - $104,670.04. 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 $1.64M earned over time. The largest contributors to dividend income include Blackstone Inc - $140,263.39, Brookfield Infrastructure Partners L.P - $117,684.62, The Carlyle Group Inc - $116,000.15, Blue Owl Capital Inc - $108,004.84, and Ares Management Corporation - $104,670.04. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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 may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
