MIC Capital Management UK LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), MIC Capital Management UK LLP reported 13 stock positions worth $500.3 million. Its top holding was Hayward (HAYW) at 29.9% of the portfolio, followed by Klarna (KLAR, 19.9%) and Recursion Pharmaceuticals-A (RXRX, 9.4%). Compared with Q2 2025, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Klarna (KLAR) and the biggest sale an exit from Metsera (MTSR).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001889830
- Portfolio Value
- $500.3M (Q3 2025)
- SEC Filing
- 0001889830-25-000003 ↗ filed Nov 14, 2025
Holdings Value
Holdings 13 stocks · $500.3M
| HAYW Hayward Holdings Inc. | 29.85% | 9,879,506 | $149.4M | Reduce -6.3% |
| KLAR Klarna Group PLC | 19.89% | 2,714,928 | $99.5M | New |
| RXRX Recursion Pharmaceuticals-A | 9.41% | 9,644,032 | $47.1M | No change |
| CPNG Coupang Inc. | 9.09% | 1,412,946 | $45.5M | No change |
| GRAB Grab Holdings Ltd. Class A | 6.02% | 5,000,000 | $30.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 5.36% | 150,000 | $26.8M | No change |
| QSR Restaurant Brands Intern | 4.95% | 386,203 | $24.8M | No change |
| META Meta Platforms Inc. Class A | 4.89% | 33,300 | $24.5M | No change |
| RVMD Revolution Medicines Inc. | 4.75% | 508,569 | $23.8M | No change |
| MNDY Monday.com Ltd. | 2.55% | 66,000 | $12.8M | No change |
| NMRA Neumora Therapeutics Inc. | 1.62% | 4,460,700 | $8.1M | No change |
| ACHR Archer Aviation Inc. Class A | 1.34% | 700,000 | $6.7M | No change |
| LYEL Lyell Immunopharma Inc. | 0.28% | 87,028 | $1.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| KLAR Klarna Group PLC | New | 19.89% | +19.89 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $394.3M | HAYW, RVMD, RXRX, QSR, CPNG |
| Q1 2026 | 14 | $352.5M | HAYW, RVMD, KLAR, RXRX, QSR |
| Q4 2025 | 13 | $441.3M | HAYW, KLAR, RVMD, RXRX, CPNG |
| Q3 2025 | 13 | $500.3M | HAYW, KLAR, RXRX, CPNG, GRAB |
| Q2 2025 | 13 | $509.3M | HAYW, MTSR, RXRX, CPNG, QSR |
| Q1 2025 | 14 | $490.8M | HAYW, MTSR, RXRX, CPNG, QSR |
| Q4 2024 | 14 | $706.3M | EDR, HAYW, RXRX, NMRA, CPNG |
| Q3 2024 | 15 | $720.1M | EDR, HAYW, NMRA, RXRX, CPNG |
| Q2 2024 | 12 | $460.0M | EDR, RXRX, NMRA, CPNG, QSR |
| Q1 2024 | 16 | $526.5M | EDR, RXRX, NMRA, QSR, CPNG |