Mic Capital Management Uk LLP Top Holdings and 13F Report (2023)

About Mic Capital Management Uk LLP

Mic Capital Management Uk LLP has $526.52 million in total holdings as of June 30, 2023.
Mic Capital Management Uk LLP owns shares of 16 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
About 0.17% of the portfolio was sold this quarter.
This quarter, Mic Capital Management Uk LLP has purchased 19 new stocks and bought additional shares in 0 stocks.
Mic Capital Management Uk LLP sold shares of 1 stock and completely divested from 3 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
EDR Endeavor Group	$219,643,013		0.0%	8,536,456	41.7%	Consumer Discretionary
RXRX Recursion Pharmaceuticals	$84,264,027		0.0%	8,451,758	16.0%	Medical
NEUMORA THERAPEUTICS INC.	$61,334,626		0.0%	4,460,700	11.6%	COM
QSR Restaurant Brands International	$30,683,828		0.0%	386,203	5.8%	Retail/Wholesale
CPNG Coupang	$25,136,309		0.0%	1,412,946	4.8%	Retail/Wholesale
RVMD Revolution Medicines	$16,391,179		0.0%	508,569	3.1%	Medical
META Meta Platforms	$16,169,814		0.0%	33,300	3.1%	Computer and Technology
GRAB Grab	$15,700,000		0.0%	5,000,000	3.0%	Business Services
MNDY monday.com	$14,907,420		0.0%	66,000	2.8%	Computer and Technology
BABA Alibaba Group	$10,854,000		0.0%	150,000	2.1%	Retail/Wholesale
SRAD Sportradar Group	$10,777,779		0.0%	925,926	2.0%	Consumer Discretionary
EXAI Exscientia	$8,823,672		0.0%	1,542,600	1.7%	Medical
YMM Full Truck Alliance	$4,585,167		0.0%	630,697	0.9%	Business Services
LYEL Lyell Immunopharma	$3,881,469		0.0%	1,740,569	0.7%	Medical
ACHR Archer Aviation	$3,234,000		0.0%	700,000	0.6%	Aerospace
CAZOO GROUP LTD	$136,164	$45,012 ▼	-24.8%	11,347	0.0%	CL A
SCIENCE 37 HOLDINGS INC	$0	$626,355 ▼	-100.0%	0	0.0%	COM NEW
NVTA Invitae	$0	$204,888 ▼	-100.0%	0	0.0%	Medical
SDRL Seadrill	$0	$1,702 ▼	-100.0%	0	0.0%	Oils/Energy

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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