13F HOLDINGS REPORT
MIC Capital Management UK LLP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001889830-25-000003
Total Value
$500.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HAYWARD HLDGS INC | HAYW | 9,879,506 | $149.4M | 29.85% |
| 2 | KLARNA GROUP PLC | KLAR | 2,714,928 | $99.5M | 19.89% |
| 3 | RECURSION PHARMACEUTICALS IN | RXRX | 9,644,032 | $47.1M | 9.41% |
| 4 | COUPANG INC | CPNG | 1,412,946 | $45.5M | 9.09% |
| 5 | GRAB HOLDINGS LIMITED | GRABW | 5,000,000 | $30.1M | 6.02% |
| 6 | ALIBABA GROUP HLDG LTD | BBAAY | 150,000 | $26.8M | 5.36% |
| 7 | RESTAURANT BRANDS INTL INC | 76131D103 | 386,203 | $24.8M | 4.95% |
| 8 | META PLATFORMS INC | META | 33,300 | $24.5M | 4.89% |
| 9 | REVOLUTION MEDICINES INC | RVMDW | 508,569 | $23.8M | 4.75% |
| 10 | MONDAY COM LTD | MNDY | 66,000 | $12.8M | 2.55% |
| 11 | NEUMORA THERAPEUTICS INC. | NMRA | 4,460,700 | $8.1M | 1.62% |
| 12 | ARCHER AVIATION INC | ACHR-WT | 700,000 | $6.7M | 1.34% |
| 13 | LYELL IMMUNOPHARMA INC | LYEL | 87,028 | $1.4M | 0.28% |