MIC Capital Management UK LLP reported 16 holdings worth US$394M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
MIC Capital Management UK LLP reported 16 holdings worth US$394M as of Jun 30, 2026. Largest: Hayward Holdings, Inc., Revolution Medicines, Inc. and Recursion Pharmaceuticals, Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$394M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Hayward Holdings, Inc. | 6.17M | US$107M | 27.1% |
| Revolution Medicines, Inc. | 532K | US$99.6M | 25.3% |
| Recursion Pharmaceuticals, Inc. | 9.64M | US$35.4M | 9.0% |
| Restaurant Brands International Inc. | 386K | US$28M | 7.1% |
| Coupang, Inc. | 1.41M | US$24.5M | 6.2% |
| Grab Holdings Limited | 5M | US$18.9M | 4.8% |
| Meta Platforms, Inc. | 33,300 | US$18.8M | 4.8% |
| Capital One Financial Corporation | 48,011 | US$9.63M | 2.4% |
| Neumora Therapeutics, Inc. | 4.46M | US$7.58M | 1.9% |
| Rocket Lab Corporation | 35,628 | US$3.62M | 0.92% |
| Archer Aviation Inc. | 700K | US$3.31M | 0.84% |
| Lyell Immunopharma, Inc. | 87,028 | US$1.22M | 0.31% |
| Billiontoone, Inc. | 4,892 | US$587K | 0.15% |
| Inseego Corp. | 0 | US$0 | 0.00% |