Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MIC Capital Management UK LLP (CIK 1889830) reported $352.5M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HAYW ($87.9M, 24.95%), RVMD ($77.4M, 21.95%), ($35.5M, 10.08%), RXRX ($29.6M, 8.40%), QSR ($28.5M, 8.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HAYW | HAYWARD HLDGS INC | $87.9M | 24.95% | 6.6M | Trimmed |
| 2 | RVMD | REVOLUTION MEDICINES INC | $77.4M | 21.95% | 795,733 | Added |
| 3 | KLARNA GROUP PLC | $35.5M | 10.08% | 2.7M | Hold | |
| 4 | RXRX | RECURSION PHARMACEUTICALS IN | $29.6M | 8.40% | 9.6M | Hold |
| 5 | QSR | RESTAURANT BRANDS INTL INC | $28.5M | 8.10% | 386,203 | Hold |
| 6 | CPNG | COUPANG INC | $26.7M | 7.57% | 1.4M | Hold |
| 7 | META | META PLATFORMS INC | $19.1M | 5.41% | 33,300 | Hold |
| 8 | GRAB | GRAB HOLDINGS LIMITED | $18.3M | 5.19% | 5.0M | Hold |
| 9 | NMRA | NEUMORA THERAPEUTICS INC. | $8.7M | 2.47% | 4.5M | Hold |
| 10 | INSG | INSEEGO CORP | $8.5M | 2.42% | 767,165 | New |
| 11 | MNDY | MONDAY COM LTD | $4.6M | 1.29% | 66,000 | Hold |
| 12 | ACHR | ARCHER AVIATION INC | $3.6M | 1.03% | 700,000 | Hold |
| 13 | RKLB | ROCKET LAB CORP | $2.3M | 0.65% | 35,628 | New |
| 14 | LYEL | LYELL IMMUNOPHARMA INC | $1.7M | 0.50% | 87,028 | Hold |
| 15 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31