Mic Capital Management Uk LLP Portfolio Holdings

Mic Capital Management Uk LLP

  • $391 Million
  • Q3 2025

Mic Capital Management Uk LLP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $391 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hayward Holdings, Inc. with a value of $149M, Recursion Pharmaceuticals, Inc. with a value of $47.1M, Coupang, Inc. with a value of $45.5M, Grab Holdings LTD with a value of $30.1M, and Alibaba Group Holding LTD with a value of $26.8M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $376M to 391M.

Mic Capital Management Uk LLP is based out at London, X0

Below you can find more details about Mic Capital Management Uk LLP portfolio as well as his latest detailed transactions.

Portfolio value $391 Million
Industrials: $156 Million
Consumer Cyclical: $97.1 Million
Healthcare: $70.8 Million
Technology: $42.9 Million
Communication Services: $24.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35B
$149 Million 38.17% of portfolio
9,879,506
Q3 2025 Reduced 6.34%
$747M
$47.1 Million 12.03% of portfolio
9,644,032
Q1 2025 Reduced -0.0%
$44.9B
$45.5 Million 11.63% of portfolio
1,412,946
Q4 2021 New
$20.1B
$30.1 Million 7.69% of portfolio
5,000,000
Q3 2024 New
$418B
$26.8 Million 6.85% of portfolio
150,000
Q1 2022 Added 74.83%
$21B
$24.8 Million 6.33% of portfolio
386,203
Q3 2022 Reduced 14.93%
$1.37T
$24.5 Million 6.25% of portfolio
33,300
Q2 2022 Added 117.65%
$5.94B
$23.8 Million 6.07% of portfolio
508,569
Q4 2023 New
$7.02B
$12.8 Million 3.27% of portfolio
66,000
Q3 2024 New
$1.37B
$6.71 Million 1.71% of portfolio
700,000
Q2 2022 New
Neumora Therapeutics Inc.
-
$0 0.0% of portfolio
-
Q3 2023 New
Klarna Group PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
Lyell Immunopharma Inc
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $391 Million
  • Prior Value $376 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track Mic Capital Management Uk LLP Portfolio

Follow Mic Capital Management Uk LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mic Capital Management Uk LLP, based on Form 13F filings with the SEC.

News

Stay updated on Mic Capital Management Uk LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email