Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MIC Capital Management UK LLP (CIK 1889830) reported $394.3M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HAYW ($106.8M, 27.09%), RVMD ($99.6M, 25.25%), RXRX ($35.4M, 8.98%), QSR ($28.0M, 7.10%), CPNG ($24.5M, 6.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HAYW | HAYWARD HLDGS INC | $106.8M | 27.09% | 6.2M | Trimmed |
| 2 | RVMD | REVOLUTION MEDICINES INC | $99.6M | 25.25% | 531,733 | Trimmed |
| 3 | RXRX | RECURSION PHARMACEUTICALS IN | $35.4M | 8.98% | 9.6M | Added |
| 4 | QSR | RESTAURANT BRANDS INTL INC | $28.0M | 7.10% | 386,203 | Hold |
| 5 | CPNG | COUPANG INC | $24.5M | 6.22% | 1.4M | Hold |
| 6 | GRAB | GRAB HOLDINGS LIMITED | $18.9M | 4.78% | 5.0M | Hold |
| 7 | META | META PLATFORMS INC | $18.8M | 4.76% | 33,300 | Hold |
| 8 | KLAR | KLARNA GROUP PLC | $17.3M | 4.38% | 852,498 | Trimmed |
| 9 | BABA | ALIBABA GROUP HLDG LTD | $14.4M | 3.65% | 150,000 | New |
| 10 | COF | CAPITAL ONE FINL CORP | $9.6M | 2.44% | 48,011 | New |
| 11 | NMRA | NEUMORA THERAPEUTICS INC. | $7.6M | 1.92% | 4.5M | Hold |
| 12 | MNDY | MONDAY COM LTD | $4.8M | 1.21% | 66,000 | Hold |
| 13 | RKLB | ROCKET LAB CORP | $3.6M | 0.92% | 35,628 | Hold |
| 14 | ACHR | ARCHER AVIATION INC | $3.3M | 0.84% | 700,000 | Hold |
| 15 | LYEL | LYELL IMMUNOPHARMA INC | $1.2M | 0.31% | 87,028 | Hold |
| 16 | BLLN | BILLIONTOONE INC | $586,942 | 0.15% | 4,892 | New |
| 17 | INSG | INSEEGO CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30