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.
MIG Capital, LLC (CIK 1425649) reported $589.4M across 43 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: META ($52.4M, 8.90%), DXCM ($40.2M, 6.82%), SHC ($34.7M, 5.88%), MSFT ($34.2M, 5.81%), CELH ($33.9M, 5.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | $52.4M | 8.90% | 79,453 | Hold |
| 2 | DXCM | DEXCOM INC | $40.2M | 6.82% | 605,547 | Hold |
| 3 | SHC | SOTERA HEALTH CO | $34.7M | 5.88% | 2.0M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $34.2M | 5.81% | 70,815 | Hold |
| 5 | CELH | CELSIUS HLDGS INC | $33.9M | 5.76% | 741,841 | Trimmed |
| 6 | GOOG | ALPHABET INC | $32.6M | 5.53% | 103,855 | Trimmed |
| 7 | CACC | CREDIT ACCEP CORP MICH | $30.9M | 5.24% | 69,715 | Trimmed |
| 8 | KNF | KNIFE RIVER CORP | $29.1M | 4.93% | 413,380 | Hold |
| 9 | AVGO | BROADCOM INC | $27.8M | 4.72% | 80,320 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $27.0M | 4.59% | 44,019 | Hold |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $20.3M | 3.44% | 66,671 | Trimmed |
| 12 | FLUT | FLUTTER ENTMT PLC | $19.7M | 3.34% | 91,522 | Hold |
| 13 | AMZN | AMAZON COM INC | $19.1M | 3.23% | 82,572 | Trimmed |
| 14 | SMH | VANECK ETF TRUST | $18.8M | 3.20% | 52,336 | Hold |
| 15 | WMS | ADVANCED DRAIN SYS INC DEL | $17.3M | 2.94% | 119,714 | Trimmed |
| 16 | CCOI | COGENT COMMUNICATIONS HLDGS | $12.3M | 2.08% | 569,220 | New |
| 17 | LLY | ELI LILLY & CO | $11.7M | 1.98% | 10,872 | Hold |
| 18 | WDC | WESTERN DIGITAL CORP | $11.6M | 1.97% | 67,406 | Hold |
| 19 | MU | MICRON TECHNOLOGY INC | $10.6M | 1.80% | 37,205 | Hold |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.9M | 1.50% | 32,150 | Hold |
| 21 | MDB | MONGODB INC | $7.5M | 1.28% | 17,964 | Hold |
| 22 | LRCX | LAM RESEARCH CORP | $7.1M | 1.21% | 41,595 | Hold |
| 23 | COHR | COHERENT CORP | $6.8M | 1.15% | 36,594 | Hold |
| 24 | RDDT | REDDIT INC | $6.3M | 1.07% | 27,395 | Hold |
| 25 | KLAC | KLA CORP | $5.4M | 0.92% | 4,445 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31