§ 13F · FUND PROFILE
MIC Capital Management UK LLP.
AUM · $394M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HAYW | HAYWARD HLDGS INC | 6.17M | $107M | 27.1% | −6% |
| 2 | RVMD | REVOLUTION MEDICINES INC | 532K | $100M | 25.3% | −33% |
| 3 | RXRX | RECURSION PHARMACEUTICALS IN | 9.64M | $35M | 9.0% | ±0% |
| 4 | QSR | RESTAURANT BRANDS INTL INC | 386K | $28M | 7.1% | ±0% |
| 5 | CPNG | COUPANG INC | 1.41M | $25M | 6.2% | ±0% |
| 6 | GRAB | GRAB HOLDINGS LIMITED | 5.00M | $19M | 4.8% | ±0% |
| 7 | META | META PLATFORMS INC | 33K | $19M | 4.8% | ±0% |
| 8 | KLAR | KLARNA GROUP PLC | 852K | $17M | 4.4% | −69% |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 150K | $14M | 3.7% | NEW |
| 10 | COF | CAPITAL ONE FINL CORP | 48K | $10M | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIC SIGNAL
AC read
MIC Capital Management UK LLP is a Other fund managing $394 million in assets. The fund runs a focused portfolio of just 16 positions.
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