MIC Capital Management UK LLP — 13F Holdings & Portfolio
CIK 1889830 · latest 13F-HR filed 2026-05-13
MIC Capital Management UK LLP manages $352.5M in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HAYW (24.95%), RVMD (14.03%), KLAR (10.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 3, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$352.5M
Long-equity book
18
Distinct positions
2026-03-31
Filed 2026-05-13
+2 / −1 / ↑3 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$36.9M +91.0%
- RESTAURANT BRANDS INTL INC$2.2M +8.3%
- NEUMORA THERAPEUTICS INC.$713.7K +8.9%
Top Trims
- KLARNA GROUP PLC-$43.0M -54.7%
- HAYWARD HLDGS INC-$40.6M -31.6%
- RECURSION PHARMACEUTICALS IN-$9.8M -24.9%
- COUPANG INC-$6.7M -20.0%
- GRAB HOLDINGS LIMITED-$6.7M -26.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | HAYWARD HLDGS INC | HAYW | 421298100 | $87.9M | 24.95% | 6,572,676 | SH |
| 2 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $49.5M | 14.03% | 508,569 | SH |
| 3 | KLARNA GROUP PLC | KLAR | G5279N105 | $35.5M | 10.08% | 2,714,928 | SH |
| 4 | RESTAURANT BRANDS INTL INC | QSR | 76131D103 | $28.5M | 8.10% | 386,203 | SH |
| 5 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $27.9M | 7.92% | 287,164 | SH |
| 6 | COUPANG INC | CPNG | 22266T109 | $26.7M | 7.57% | 1,412,946 | SH |
| 7 | RECURSION PHARMACEUTICALS IN | RXRX | 75629V104 | $21.7M | 6.15% | 7,062,869 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $19.1M | 5.41% | 33,300 | SH |
| 9 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $18.3M | 5.19% | 5,000,000 | SH |
| 10 | INSEEGO CORP | INSG | 45782B302 | $8.5M | 2.42% | 767,165 | SH |
| 11 | MONDAY COM LTD | MNDY | M7S64H106 | $4.6M | 1.29% | 66,000 | SH |
| 12 | NEUMORA THERAPEUTICS INC. | NMRA | 640979100 | $4.3M | 1.23% | 2,230,350 | SH |
| 13 | NEUMORA THERAPEUTICS INC. | NMRA | 640979100 | $4.3M | 1.23% | 2,230,350 | SH |
| 14 | RECURSION PHARMACEUTICALS IN | RXRX | 75629V104 | $4.3M | 1.21% | 1,388,889 | SH |
| 15 | RECURSION PHARMACEUTICALS IN | RXRX | 75629V104 | $3.7M | 1.04% | 1,192,274 | SH |
| 16 | ARCHER AVIATION INC | ACHR | 03945R102 | $3.6M | 1.03% | 700,000 | SH |
| 17 | ROCKET LAB CORP | RKLB | 773121108 | $2.3M | 0.65% | 35,628 | SH |
| 18 | LYELL IMMUNOPHARMA INC | LYEL | 55083R203 | $1.7M | 0.50% | 87,028 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $352.5M | 18 | 0001889830-26-000002 |
| 2025-12-31 | 2026-02-17 | $441.3M | 13 | 0001889830-26-000001 |
| 2025-09-30 | 2025-11-14 | $500.3M | 13 | 0001889830-25-000003 |