MIC Capital Management UK LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
MIC Capital Management UK LLP disclosed 13 US equity positions worth $500.3m in its Q3 2025 13F filing. The largest position was HAYW at 29.9% of the reported book, followed by KLAR and RXRX. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 1 among the top 13 holdings.
What did MIC Capital Management UK LLP own in Q3 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HAYW HAYWARD HLDGS INC | Industrials | 29.9% | $149.4m | 9,879,506 | -6% | reduced |
| 2 | KLAR KLARNA GROUP PLC | Financial Services | 19.9% | $99.5m | 2,714,928 | – | new |
| 3 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 9.4% | $47.1m | 9,644,032 | 0% | held |
| 4 | CPNG COUPANG INC | Consumer Cyclical | 9.1% | $45.5m | 1,412,946 | 0% | held |
| 5 | GRAB HOLDINGS LIMITED | 6.0% | $30.1m | 5,000,000 | 0% | held | |
| 6 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.4% | $26.8m | 150,000 | 0% | held |
| 7 | QSR RESTAURANT BRANDS INTL INC | Consumer Cyclical | 5.0% | $24.8m | 386,203 | 0% | held |
| 8 | META META PLATFORMS INC | Communication Services | 4.9% | $24.5m | 33,300 | 0% | held |
| 9 | RVMD REVOLUTION MEDICINES INC | Healthcare | 4.7% | $23.8m | 508,569 | 0% | held |
| 10 | MNDY MONDAY COM LTD | Technology | 2.6% | $12.8m | 66,000 | 0% | held |
| 11 | NMRA NEUMORA THERAPEUTICS INC. | Healthcare | 1.6% | $8.1m | 4,460,700 | 0% | held |
| 12 | ACHR ARCHER AVIATION INC | 1.3% | $6.7m | 700,000 | 0% | held | |
| 13 | LYEL LYELL IMMUNOPHARMA INC | 0.3% | $1.4m | 87,028 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.