Institutional Fund
Mic Capital Management Uk LLP
London, United KingdomCIK 18898305 filings on record
Portfolio Value
$352.49M
Q1 2026
Holdings
14
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-20.1%
from $441.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Hayward Hldgs Inc24.9%
- Revolution Medicines Inc22.0%
- Klarna Group PLC10.1%
- Recursion Pharmaceuticals In8.4%
- Restaurant Brands Intl Inc8.1%
- Coupang Inc7.6%
- Other18.9%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hayward Hldgs Inc | 6.57M | $87.94M | 24.9% | −1.75M | Reduced |
| 2 | Revolution Medicines Inc | 795.7K | $77.39M | 22.0% | +287.2K | Added |
| 3 | Klarna Group PLC | 2.71M | $35.54M | 10.1% | 0 | Held |
| 4 | Recursion Pharmaceuticals In | 9.64M | $29.61M | 8.4% | 0 | Held |
| 5 | Restaurant Brands Intl Inc | 386.2K | $28.54M | 8.1% | 0 | Held |
| 6 | Coupang Inc | 1.41M | $26.68M | 7.6% | 0 | Held |
| 7 | Meta Platforms Inc | 33.3K | $19.05M | 5.4% | 0 | Held |
| 8 | Grab Holdings Limited | 5.00M | $18.30M | 5.2% | 0 | Held |
| 9 | Neumora Therapeutics Inc. | 4.46M | $8.70M | 2.5% | 0 | Held |
| 10 | Inseego Corp | 767.2K | $8.53M | 2.4% | +767.2K | New |
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