MIC Capital Management UK LLP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), MIC Capital Management UK LLP reported 14 stock positions worth $352.5 million. Its top holding was Hayward (HAYW) at 24.9% of the portfolio, followed by Revolution Medicines (RVMD, 22.0%) and Klarna (KLAR, 10.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was Revolution Medicines (RVMD, shares +56%) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001889830
Portfolio Value
$352.5M (Q1 2026)
SEC Filing
0001889830-26-000002 ↗ filed May 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $526.5M Q1 2024 Q2 2024: $460.0M Q2 2024 Q3 2024: $720.1M Q3 2024 Q4 2024: $706.3M Q4 2024 Q1 2025: $490.8M Q1 2025 Q2 2025: $509.3M Q2 2025 Q3 2025: $500.3M Q3 2025 Q4 2025: $441.3M Q4 2025 Q1 2026: $352.5M $352.5M Q1 2026 Q2 2026: $394.3M Q2 2026

Holdings 14 stocks · $352.5M
HAYW Hayward Holdings Inc. 24.95% 6,572,676 $87.9M Reduce -21.0%
RVMD Revolution Medicines Inc. 21.95% 795,733 $77.4M Add +56.5%
KLAR Klarna Group PLC 10.08% 2,714,928 $35.5M No change
RXRX Recursion Pharmaceuticals-A 8.40% 9,644,032 $29.6M No change
QSR Restaurant Brands Intern 8.10% 386,203 $28.5M No change
CPNG Coupang Inc. 7.57% 1,412,946 $26.7M No change
META Meta Platforms Inc. Class A 5.41% 33,300 $19.1M No change
GRAB Grab Holdings Ltd. Class A 5.19% 5,000,000 $18.3M No change
NMRA Neumora Therapeutics Inc. 2.47% 4,460,700 $8.7M No change
INSG Inseego Corp. 2.42% 767,165 $8.5M New
MNDY Monday.com Ltd. 1.29% 66,000 $4.6M No change
ACHR Archer Aviation Inc. Class A 1.03% 700,000 $3.6M No change
RKLB Rocket Lab Corp. 0.65% 35,628 $2.3M New
LYEL Lyell Immunopharma Inc. 0.50% 87,028 $1.7M No change

Portfolio Sells Q4 2025 → Q1 2026
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −4.98
HAYW Hayward Holdings Inc. Reduce -21.0% 24.95% −4.19

Portfolio Buys Q4 2025 → Q1 2026
RVMD Revolution Medicines Inc. Add +56.5% 21.95% +12.77
INSG Inseego Corp. New 2.42% +2.42
RKLB Rocket Lab Corp. New 0.65% +0.65

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 16$394.3MHAYW, RVMD, RXRX, QSR, CPNG
Q1 2026 14$352.5MHAYW, RVMD, KLAR, RXRX, QSR
Q4 2025 13$441.3MHAYW, KLAR, RVMD, RXRX, CPNG
Q3 2025 13$500.3MHAYW, KLAR, RXRX, CPNG, GRAB
Q2 2025 13$509.3MHAYW, MTSR, RXRX, CPNG, QSR
Q1 2025 14$490.8MHAYW, MTSR, RXRX, CPNG, QSR
Q4 2024 14$706.3MEDR, HAYW, RXRX, NMRA, CPNG
Q3 2024 15$720.1MEDR, HAYW, NMRA, RXRX, CPNG
Q2 2024 12$460.0MEDR, RXRX, NMRA, CPNG, QSR
Q1 2024 16$526.5MEDR, RXRX, NMRA, QSR, CPNG