MIC CAPITAL MANAGEMENT UK LLP

PrivateCIK: 1889830
Location

LONDON, X0

14
Positions
$352.49M
Total AUM (reported)
32.68M
Total Shares

Allocation by class

TOTAL AUM$352.49M14 positions
COM$204.85M58.1%
CL A$75.34M21.4%
SHS$40.10M11.4%
CLASS A ORD$18.30M5.2%
COM NEW$10.28M2.9%
COM CL A$3.62M1.0%

Portfolio Concentration

Top 357.0%4–1039.5%11–253.5%TOP 1096.5%0%100%
Top 3$200.87M57.0%
4–10$139.41M39.5%
11–25$12.21M3.5%

Top 3 weight

57.0%

Top 10 weight

96.5%

Voting Authority Distribution

Total shares with voting rights: 32.68M

Sole

Full voting authority

32.68M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:

HAYWARD HLDGS INC

SOLE
COM
Shares6.57M
TypeSH
Market value$87.94M
24.95%
Sole
6.57M
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares795.73K
TypeSH
Market value$77.39M
21.95%
Sole
795.73K
Shared
0.00
None
0.00

KLARNA GROUP PLC

SOLE
SHS
Shares2.71M
TypeSH
Market value$35.54M
10.08%
Sole
2.71M
Shared
0.00
None
0.00

RECURSION PHARMACEUTICALS IN

SOLE
CL A
Shares9.64M
TypeSH
Market value$29.61M
8.40%
Sole
9.64M
Shared
0.00
None
0.00

RESTAURANT BRANDS INTL INC

SOLE
COM
Shares386.20K
TypeSH
Market value$28.54M
8.10%
Sole
386.20K
Shared
0.00
None
0.00

COUPANG INC

SOLE
CL A
Shares1.41M
TypeSH
Market value$26.68M
7.57%
Sole
1.41M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares33.30K
TypeSH
Market value$19.05M
5.41%
Sole
33.30K
Shared
0.00
None
0.00

GRAB HOLDINGS LIMITED

SOLE
CLASS A ORD
Shares5M
TypeSH
Market value$18.30M
5.19%
Sole
5M
Shared
0.00
None
0.00

NEUMORA THERAPEUTICS INC.

SOLE
COM
Shares4.46M
TypeSH
Market value$8.70M
2.47%
Sole
4.46M
Shared
0.00
None
0.00

INSEEGO CORP

SOLE
COM NEW
Shares767.16K
TypeSH
Market value$8.53M
2.42%
Sole
767.16K
Shared
0.00
None
0.00

MONDAY COM LTD

SOLE
SHS
Shares66K
TypeSH
Market value$4.56M
1.29%
Sole
66K
Shared
0.00
None
0.00

ARCHER AVIATION INC

SOLE
COM CL A
Shares700K
TypeSH
Market value$3.62M
1.03%
Sole
700K
Shared
0.00
None
0.00

ROCKET LAB CORP

SOLE
COM
Shares35.63K
TypeSH
Market value$2.29M
0.65%
Sole
35.63K
Shared
0.00
None
0.00

LYELL IMMUNOPHARMA INC

SOLE
COM NEW
Shares87.03K
TypeSH
Market value$1.75M
0.50%
Sole
87.03K
Shared
0.00
None
0.00