13FBOX
MIG Capital, LLC · 13F Holdings
Options Calculator Rankings

MIG Capital, LLC

No.3900 Data as of 2026Q1
Latest AUM (Q1 2026)
$572.2M
QoQ Change Q4 2025
-$17.2M-2.9%
Holdings
43
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
43
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2026 ValueQ1 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
META PLATFORMS INCMETA
9.17%8.9%$52.4M79,453$52.4M79,45300.00%Unchanged
DEXCOM INCDXCM
7.02%6.82%$40.2M605,547$40.2M605,54700.00%Unchanged
SOTERA HEALTH COSHC
6.06%5.88%$34.7M2.0M$34.7M2.0M00.00%Unchanged
MICROSOFT CORPMSFT
5.98%5.81%$34.2M70,815$34.2M70,81500.00%Unchanged
CELSIUS HLDGS INCCELH
5.93%5.76%$33.9M741,841$33.9M741,84100.00%Unchanged
AAlphabet Inc Class CGOOG
5.7%5.53%$32.6M103,855$32.6M103,85500.00%Unchanged
CREDIT ACCEP CORP MICHCACC
5.4%5.24%$30.9M69,715$30.9M69,71500.00%Unchanged
KKNIFE RIVER CORPKNF
5.08%4.93%$29.1M413,380$29.1M413,38000.00%Unchanged
BROADCOM INCAVGO
4.86%4.72%$27.8M80,320$27.8M80,32000.00%Unchanged
VVANGUARD INDEX FDSVOO
4.73%4.59%$27.0M44,019$27.0M44,01900.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
3.54%3.44%$20.3M66,671$20.3M66,67100.00%Unchanged
AMAZON COM INCAMZN
3.33%3.23%$19.1M82,572$19.1M82,57200.00%Unchanged
VANECK ETF TRUSTSMH
3.29%3.2%$18.8M52,336$18.8M52,33600.00%Unchanged
ADVANCED DRAIN SYS INC DELWMS
3.03%2.94%$17.3M119,714$17.3M119,71400.00%Unchanged
CCOGENT COMM HOLDINGS INCCCOI
2.14%2.08%$12.3M569,220$12.3M569,22000.00%Unchanged
ELI LILLY & COLLY
2.04%1.98%$11.7M10,872$11.7M10,87200.00%Unchanged
WESTERN DIGITAL CORPWDC
2.03%1.97%$11.6M67,406$11.6M67,40600.00%Unchanged
MICRON TECHNOLOGY INCMU
1.86%1.8%$10.6M37,205$10.6M37,20500.00%Unchanged
FLUTTER ENTMT PLCFLUT
1.63%3.34%$9.3M91,522$19.7M91,52200.00%Unchanged
SEAGATE TECHNOLOGY HLDNGS PLSTX
1.55%1.5%$8.9M32,150$8.9M32,15000.00%Unchanged
LAM RESEARCH CORPLRCX
1.24%1.21%$7.1M41,595$7.1M41,59500.00%Unchanged
COHERENT CORPCOHR
1.18%1.15%$6.8M36,594$6.8M36,59400.00%Unchanged
KLA CORPKLAC
0.94%0.92%$5.4M4,445$5.4M4,44500.00%Unchanged
SHOPIFY INCSHOP
0.92%0.89%$5.2M32,593$5.2M32,59300.00%Unchanged
APPLIED MATLS INCAMAT
0.91%0.89%$5.2M20,359$5.2M20,35900.00%Unchanged
CIENA CORPCIEN
0.78%0.76%$4.5M19,032$4.5M19,03200.00%Unchanged
MONGODB INC CL AMDB
0.77%1.28%$4.4M17,964$7.5M17,96400.00%Unchanged
TD SYNNEX CORPORATIONSNX
0.72%0.7%$4.1M27,595$4.1M27,59500.00%Unchanged
NVIDIA CORPORATIONNVDA
0.72%0.7%$4.1M22,159$4.1M22,15900.00%Unchanged
DATADOG INCDDOG
0.68%0.66%$3.9M28,767$3.9M28,76700.00%Unchanged
CROWDSTRIKE HLDGS INCCRWD
0.68%0.66%$3.9M8,278$3.9M8,27800.00%Unchanged
REDDIT INC CL ARDDT
0.65%1.07%$3.7M27,395$6.3M27,39500.00%Unchanged
PPTC INC COMPTC
0.61%0.59%$3.5M19,888$3.5M19,88800.00%Unchanged
ROBLOX CORP CL ARBLX
0.6%0.58%$3.4M42,505$3.4M42,50500.00%Unchanged
AUTODESK INCADSK
0.6%0.58%$3.4M11,592$3.4M11,59200.00%Unchanged
SNOWFLAKE INC COM SHSSNOW
0.6%0.58%$3.4M15,558$3.4M15,55800.00%Unchanged
SPOTIFY TECHNOLOGY S A SHSSPOT
0.53%0.51%$3.0M5,224$3.0M5,22400.00%Unchanged
ORACLE CORPORCL
0.52%0.5%$3.0M15,178$3.0M15,17800.00%Unchanged
PALO ALTOPANW
0.47%0.45%$2.7M14,548$2.7M14,54800.00%Unchanged
NETFLIX INCNFLX
0.46%0.45%$2.6M28,160$2.6M28,16000.00%Unchanged
SERVICENOW INCNOW
0.45%0.44%$2.6M16,810$2.6M16,81000.00%Unchanged
ZSCALER INCZS
0.32%0.51%$1.9M13,241$3.0M13,24100.00%Unchanged
SYNOPSYS INCSNPS
0.28%0.27%$1.6M3,383$1.6M3,38300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow