Institutions / MIC Capital Management UK LLP

MIC Capital Management UK LLP

CIK 1889830 · Institution · as of Dec 31, 2025

Portfolio value

$441.30M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Hayward Holdings, Inc.	—	$128.59M	8,322,933	29.1%
Klarna Group PLC	—	$78.49M	2,714,928	17.8%
Revolution Medicines, Inc.	—	$40.51M	508,569	9.2%
Recursion Pharmaceuticals, Inc.	—	$39.44M	9,644,032	8.9%
Coupang, Inc.	—	$33.33M	1,412,946	7.6%
Restaurant Brands International Inc.QSR	Common Stock	$26.35M	386,203	6.0%
Grab Holdings Limited	—	$24.95M	5,000,000	5.7%
Alibaba Group Holding LtdBABA	ADR	$21.99M	150,000	5.0%
Meta Platforms Inc	—	$21.98M	33,300	5.0%
Monday.Com Ltd	—	$9.74M	66,000	2.2%
Neumora Therapeutics, Inc.NMRA	Common Stock	$7.98M	4,460,700	1.8%
Archer Aviation Inc.	—	$5.26M	700,000	1.2%
Lyell Immunopharma, Inc.LYEL	Common Stock	$2.68M	87,028	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.