MIC Capital Management UK LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), MIC Capital Management UK LLP reported 13 stock positions worth $441.3 million. Its top holding was Hayward (HAYW) at 29.1% of the portfolio, followed by Klarna (KLAR, 17.8%) and Revolution Medicines (RVMD, 9.2%). Compared with Q3 2025, it reduced 1. The biggest sale was Hayward (HAYW, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001889830
- Portfolio Value
- $441.3M (Q4 2025)
- SEC Filing
- 0001889830-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 13 stocks · $441.3M
| HAYW Hayward Holdings Inc. | 29.14% | 8,322,933 | $128.6M | Reduce -15.8% |
| KLAR Klarna Group PLC | 17.79% | 2,714,928 | $78.5M | No change |
| RVMD Revolution Medicines Inc. | 9.18% | 508,569 | $40.5M | No change |
| RXRX Recursion Pharmaceuticals-A | 8.94% | 9,644,032 | $39.4M | No change |
| CPNG Coupang Inc. | 7.55% | 1,412,946 | $33.3M | No change |
| QSR Restaurant Brands Intern | 5.97% | 386,203 | $26.4M | No change |
| GRAB Grab Holdings Ltd. Class A | 5.65% | 5,000,000 | $24.9M | No change |
| BABA Alibaba Group Holding-SP ADR | 4.98% | 150,000 | $22.0M | No change |
| META Meta Platforms Inc. Class A | 4.98% | 33,300 | $22.0M | No change |
| MNDY Monday.com Ltd. | 2.21% | 66,000 | $9.7M | No change |
| NMRA Neumora Therapeutics Inc. | 1.81% | 4,460,700 | $8.0M | No change |
| ACHR Archer Aviation Inc. Class A | 1.19% | 700,000 | $5.3M | No change |
| LYEL Lyell Immunopharma Inc. | 0.61% | 87,028 | $2.7M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| HAYW Hayward Holdings Inc. | Reduce -15.8% | 29.14% | −0.72 |
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |