Mic Capital Management UK LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mic Capital Management UK LLP disclosed 14 US equity positions worth $352.5m in its Q1 2026 13F filing. The largest position was HAYW at 24.9% of the reported book, followed by RVMD and KLAR.
What did Mic Capital Management UK LLP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HAYW HAYWARD HLDGS INC | Industrials | 24.9% | $87.9m | 6,572,676 | – | |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 22.0% | $77.4m | 795,733 | – | |
| 3 | KLAR KLARNA GROUP PLC | Financial Services | 10.1% | $35.5m | 2,714,928 | – | |
| 4 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 8.4% | $29.6m | 9,644,032 | – | |
| 5 | QSR RESTAURANT BRANDS INTL INC | Consumer Cyclical | 8.1% | $28.5m | 386,203 | – | |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 7.6% | $26.7m | 1,412,946 | – | |
| 7 | META META PLATFORMS INC | Communication Services | 5.4% | $19.1m | 33,300 | – | |
| 8 | GRAB HOLDINGS LIMITED | 5.2% | $18.3m | 5,000,000 | – | ||
| 9 | NMRA NEUMORA THERAPEUTICS INC. | Healthcare | 2.5% | $8.7m | 4,460,700 | – | |
| 10 | INSG INSEEGO CORP | 2.4% | $8.5m | 767,165 | – | ||
| 11 | MNDY MONDAY COM LTD | Technology | 1.3% | $4.6m | 66,000 | – | |
| 12 | ACHR ARCHER AVIATION INC | 1.0% | $3.6m | 700,000 | – | ||
| 13 | RKLB ROCKET LAB CORP | Industrials | 0.6% | $2.3m | 35,628 | – | |
| 14 | LYEL LYELL IMMUNOPHARMA INC | 0.5% | $1.7m | 87,028 | – |
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.