MIC Capital Management UK LLP: 13F holdings
CIK 18898302026Q2
| Positions | 16 |
|---|
| Reported value | $394.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 16 (+2 vs prior quarter) |
|---|
| Reported value | $394.3m (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HAYW HAYWARD HLDGS INC | 6,171,527 | $106.8m | 27.1% |
| RVMD REVOLUTION MEDICINES INC | 531,733 | $99.6m | 25.3% |
| RXRX RECURSION PHARMACEUTICALS IN | 9,644,033 | $35.4m | 9.0% |
| QSR RESTAURANT BRANDS INTL INC | 386,203 | $28.0m | 7.1% |
| CPNG COUPANG INC | 1,412,946 | $24.5m | 6.2% |
| GRAB HOLDINGS LIMITED | 5,000,000 | $18.9m | 4.8% |
| META META PLATFORMS INC | 33,300 | $18.8m | 4.8% |
| KLARNA GROUP PLC | 852,498 | $17.3m | 4.4% |
| BABA ALIBABA GROUP HLDG LTD | 150,000 | $14.4m | 3.7% |
| COF CAPITAL ONE FINL CORP | 48,011 | $9.6m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1889830")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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