account_balance
Investment manager · 13F filer · SEC CIK 1889830
MIC Capital Management UK LLP
Reported value$394Mas of Jun 30, 2026
Positions16 3 new, 1 sold out
Top 10 weight94.6%HAYW alone is 27%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HAYWHayward Hldgs Inc
27.1%Trimmed −6%
RVMDRevolution Medicines Inc
25.3%Trimmed −33%
RXRXRecursion Pharmaceuticals In
9.0%
QSRRestaurant Brands Intl Inc
7.1%
CPNGCoupang Inc
6.2%
GRABGrab Holdings Limited
4.8%
METAMeta Platforms Inc
4.8%
KLARKlarna Group PLC
4.4%Trimmed −69%
BABAAlibaba Group HLDG Ltd
3.7%New
COF2.4%NMRA1.9%MNDY1.2%HAYWHayward Hldgs Inc
27.1%Trimmed −6%
RVMDRevolution Medicines Inc
25.3%Trimmed −33%
RXRX9.0%QSR7.1%CPNG6.2%GRAB4.8%META4.8%KLAR4.4%BABACOF2.4%NMRABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HAYW Hayward Hldgs Inc 27.1% Trimmed −6%RVMD Revolution Medicines Inc 25.3% Trimmed −33%RXRX Recursion Pharmaceuticals In 9.0% HeldQSR Restaurant Brands Intl Inc 7.1% HeldCPNG Coupang Inc 6.2% HeldGRAB Grab Holdings Limited 4.8% HeldMETA Meta Platforms Inc 4.8% HeldKLAR Klarna Group PLC 4.4% Trimmed −69%BABA Alibaba Group HLDG Ltd 3.7% NewCOF Capital One Finl Corp 2.4% NewNMRA Neumora Therapeutics Inc. 1.9% HeldMNDY Monday Com Ltd 1.2% Held
What changed