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MIC Capital Management UK LLP · 13F Holdings
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MIC Capital Management UK LLP

No.4914 Data as of 2026Q2
Latest AUM (Q2 2026)
$394.3M
QoQ Change Q1 2026
+$41.9M+11.9%
Holdings
16
New Buys
3
Adds
1
Reduces
3
Exits
1
Unchanged
9
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HHAYWARD HLDGS INCHAYW
27.09%24.95%$106.8M6.2M$87.9M6.6M-401,149-6.10%Reduce
RREVOLUTION MEDICINES INC COMRVMD
25.25%21.95%$99.6M531,733$77.4M795,733-264,000-33.18%Reduce
RRECURSION PHARMACEUTICALCLASS ARXRX
8.98%8.4%$35.4M9.6M$29.6M9.6M+1+0.00%Add
RESTAURANT BRANDS INTL INCQSR
7.1%8.1%$28.0M386,203$28.5M386,20300.00%Unchanged
COUPANG INC CLASS ACPNG
6.22%7.57%$24.5M1.4M$26.7M1.4M00.00%Unchanged
GRAB HOLDINGS LIMITED CLASS A ORDGRAB
4.78%5.19%$18.9M5.0M$18.3M5.0M00.00%Unchanged
META PLATFORMS INCMETA
4.76%5.41%$18.8M33,300$19.1M33,30000.00%Unchanged
KKLARNA GROUP PLCKLAR
4.38%10.08%$17.3M852,498$35.5M2.7M-1.9M-68.60%Reduce
ALIBABA GROUP HLDG LTDBABA
3.65%$14.4M150,000$00+150,000New Buy
CAPITAL ONE FINL CORPCOF
2.44%$9.6M48,011$00+48,011New Buy
NNEUMORA THERAPEUTICS INC. COMNMRA
1.92%2.47%$7.6M4.5M$8.7M4.5M00.00%Unchanged
MMONDAY COM LTDMNDY
1.21%1.29%$4.8M66,000$4.6M66,00000.00%Unchanged
RROCKET LAB CORP COMRKLB
0.92%0.65%$3.6M35,628$2.3M35,62800.00%Unchanged
AARCHER AVIATION INCACHR
0.84%1.03%$3.3M700,000$3.6M700,00000.00%Unchanged
LLYELL IMMUNOPHARMA INCLYEL
0.31%0.5%$1.2M87,028$1.7M87,02800.00%Unchanged
BBILLIONTOONE INCBLLN
0.15%$586,9424,892$00+4,892New Buy

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