13F HOLDINGS REPORT
MIC Capital Management UK LLP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001889830-26-000001
Total Value
$441.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HAYWARD HLDGS INC | HAYW | 8,322,933 | $128.6M | 29.14% |
| 2 | KLARNA GROUP PLC | KLAR | 2,714,928 | $78.5M | 17.79% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 508,569 | $40.5M | 9.18% |
| 4 | RECURSION PHARMACEUTICALS IN | RXRX | 9,644,032 | $39.4M | 8.94% |
| 5 | COUPANG INC | CPNG | 1,412,946 | $33.3M | 7.55% |
| 6 | RESTAURANT BRANDS INTL INC | 76131D103 | 386,203 | $26.4M | 5.97% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 5,000,000 | $24.9M | 5.65% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 150,000 | $22.0M | 4.98% |
| 9 | META PLATFORMS INC | META | 33,300 | $22.0M | 4.98% |
| 10 | MONDAY COM LTD | MNDY | 66,000 | $9.7M | 2.21% |
| 11 | NEUMORA THERAPEUTICS INC. | NMRA | 4,460,700 | $8.0M | 1.81% |
| 12 | ARCHER AVIATION INC | ACHR-WT | 700,000 | $5.3M | 1.19% |
| 13 | LYELL IMMUNOPHARMA INC | LYEL | 87,028 | $2.7M | 0.61% |