§ 13F · FUND PROFILE
MIC Capital Management UK LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $500M (13F)Positions · 13Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HAYW | HAYWARD HLDGS INC | 6.57M | $88M | 24.9% | −21% |
| 2 | RVMD | REVOLUTION MEDICINES INC | 509K | $49M | 14.0% | +56% |
| 3 | KLAR | KLARNA GROUP PLC | 2.71M | $36M | 10.1% | ±0% |
| 4 | QSR | RESTAURANT BRANDS INTL INC | 386K | $29M | 8.1% | ±0% |
| 5 | RVMD | REVOLUTION MEDICINES INC | 287K | $28M | 7.9% | — |
| 6 | CPNG | COUPANG INC | 1.41M | $27M | 7.6% | ±0% |
| 7 | RXRX | RECURSION PHARMACEUTICALS IN | 7.06M | $22M | 6.2% | ±0% |
| 8 | META | META PLATFORMS INC | 33K | $19M | 5.4% | ±0% |
| 9 | GRAB | GRAB HOLDINGS LIMITED | 5.00M | $18M | 5.2% | ±0% |
| 10 | INSG | INSEEGO CORP | 767K | $9M | 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 $500 million in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed