Holders — by stockHoldings — by fund
MIC Capital Management UK LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1889830
$394.3M
disclosed book value
16
positions
27.1%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HAYWHAYWARD HLDGS INC | 6.2M | $106.8M | 27.1% |
| 2 | RVMDREVOLUTION MEDICINES INC | 531,733 | $99.6M | 25.3% |
| 3 | RXRXRECURSION PHARMACEUTICALS IN | 9.6M | $35.4M | 9% |
| 4 | QSRRESTAURANT BRANDS INTL INC | 386,203 | $28.0M | 7.1% |
| 5 | CPNGCOUPANG INC | 1.4M | $24.5M | 6.2% |
| 6 | GRAB HOLDINGS LIMITED | 5.0M | $18.9M | 4.8% |
| 7 | METAMETA PLATFORMS INC | 33,300 | $18.8M | 4.8% |
| 8 | KLARNA GROUP PLC | 852,498 | $17.3M | 4.4% |
| 9 | BABAALIBABA GROUP HLDG LTD | 150,000 | $14.4M | 3.7% |
| 10 | COFCAPITAL ONE FINL CORP | 48,011 | $9.6M | 2.4% |
| 11 | NMRANEUMORA THERAPEUTICS INC. | 4.5M | $7.6M | 1.9% |
| 12 | MONDAY COM LTD | 66,000 | $4.8M | 1.2% |
| 13 | RKLBROCKET LAB CORP | 35,628 | $3.6M | 0.9% |
| 14 | ACHRARCHER AVIATION INC | 700,000 | $3.3M | 0.8% |
| 15 | LYELLYELL IMMUNOPHARMA INC | 87,028 | $1.2M | 0.3% |
| 16 | BLLNBILLIONTOONE INC | 4,892 | $586,942 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.