Funds › MIC Capital Management UK LLP
MIC Capital Management UK LLP
13F for Q3 2026, filed Nov 13, 2026. 13 positions worth $463.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | OTF Blue Owl Technology Finance Corp. | 29.79M | $292.2M | 63.1% | New | 13F ↗ |
| 2 | HAYW Hayward Holdings, Inc. | 5.35M | $65.5M | 14.1% | -13.3% | 13F ↗ |
| 3 | RXRX Recursion Pharmaceuticals, Inc. | 8.26M | $34.1M | 7.4% | -14.4% | 13F ↗ |
| 4 | ETRA Electra Therapeutics, Inc. | 1.98M | $22.2M | 4.8% | New | 13F ↗ |
| 5 | KLAR Klarna Group plc | 852,498 | $10.6M | 2.3% | Unchanged | 13F ↗ |
| 6 | Ssga Active Tr | 399,680 | $9.9M | 2.1% | New | 13F ↗ |
| 7 | Ssga Active Tr State Street Ig | 401,445 | $9.7M | 2.1% | New | 13F ↗ |
| 8 | COF Capital One Financial Corporation | 48,011 | $9.3M | 2.0% | Unchanged | 13F ↗ |
| 9 | ACHR Archer Aviation Inc. | 700,000 | $3.5M | 0.8% | Unchanged | 13F ↗ |
| 10 | NMRA Neumora Therapeutics, Inc. | 4.46M | $2.7M | 0.6% | Unchanged | 13F ↗ |
| 11 | RKLB Rocket Lab Corporation | 35,628 | $2.5M | 0.5% | Unchanged | 13F ↗ |
| 12 | LYEL Lyell Immunopharma, Inc. | 87,028 | $852.0K | 0.2% | Unchanged | 13F ↗ |
| 13 | BLLN BillionToOne, Inc. | 4,892 | $520.7K | 0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
4 new, 0 added to, 2 trimmed, 7 exited, 7 unchanged. By estimated dollars.
New positions (4)
Added to (0)
None this quarter.
Trimmed (2)
Exited (7)
| RVMD Revolution Medicines, Inc. | 531,733 | Exited | -$99.6M |
| QSR Restaurant Brands International Inc. | 386,203 | Exited | -$28.0M |
| CPNG Coupang, Inc. · Common Stocks | 1.41M | Exited | -$24.5M |
| GRAB Grab Holdings Limited | 5.00M | Exited | -$18.9M |
| META Meta Platforms, Inc. | 33,300 | Exited | -$18.8M |
| BABA Alibaba Group Holding Limited · ADR | 150,000 | Exited | -$14.4M |
| MNDY monday.com Ltd. | 66,000 | Exited | -$4.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 13 | $463.4M | Current | SEC ↗ |
| Q2 2026 | Aug 10, 2026 | 13F-HR | 16 | $394.3M | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 14 | $352.5M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 13 | $441.3M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 13 | $500.3M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 13 | $509.3M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 14 | $490.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer