Mic Capital Management Uk Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$352.5M
Q ending 2026-03-31
Prior quarter
$441.3M
Q ending 2025-12-31
Change
-20.1% QoQ · -28.2% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Hayward Hldgs Inc | HAYW | Shares | $87.9M | 6.6M |
| Revolution Medicines Inc | RVMD | Shares | $77.4M | 796K |
| Klarna Group Plc | Shares | $35.5M | 2.7M | |
| Recursion Pharmaceuticals In | RXRX | Shares | $29.6M | 9.6M |
| Restaurant Brands Intl Inc | QSR | Shares | $28.5M | 386K |
| Coupang Inc | CPNG | Shares | $26.7M | 1.4M |
| Meta Platforms Inc | META | Shares | $19.1M | 33K |
| Grab Holdings Limited | Shares | $18.3M | 5.0M | |
| Neumora Therapeutics Inc. | NMRA | Shares | $8.7M | 4.5M |
| Inseego Corp | INSG | Shares | $8.5M | 767K |
| Monday Com Ltd | Shares | $4.6M | 66K | |
| Archer Aviation Inc | ACHR | Shares | $3.6M | 700K |
| Rocket Lab Corp | RKLB | Shares | $2.3M | 36K |
| Lyell Immunopharma Inc | LYEL | Shares | $1.7M | 87K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.