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Mic Capital Management UK LLP

CIK:0001889830
Investment Adviser
$509M AUM
13 holdings
London, United Kingdom
Founded:2013
Latest filing:Jun 30, 2025

MIC Capital Management UK LLP is a London-based investment adviser founded in 2013. It operates as a limited liability partnership and is registered with UK Companies House. The firm is an Exempt Reporting Adviser with the SEC, and focuses on serving institutional investors by managing diversified investment portfolios. As of Q2 2025, it reports 13 portfolio holdings and manages over $500 million in assets. Employee count is not publicly disclosed.

Investment Strategy

MIC Capital Management UK LLP manages diversified portfolios across global equities and other asset classes, aiming for risk-adjusted returns for institutional clients. Its strategy involves fundamental research to identify undervalued companies, portfolio diversification, and a flexible investment mandate that can include both public and private market instruments.

Top Buys
C
CPNGCOUPANG INC
+$11.3M
H
HAYWHAYWARD HLDGS INC
+$6.4M
M
MTSRMETSERA INC
+$5.6M
M
METAMETA PLATFORMS INC
+$5.4M
M
MNDYMONDAY COM LTD
+$4.7M
Top Sells
M
MNDYMONDAY COM LTD
+$4.7M
B
BABAALIBABA GROUP HLDG LTD
-$2.8M
A
ACHRARCHER AVIATION INC
+$2.6M
G
GRABGRAB HOLDINGS LIMITED
+$2.5M
R
RXRXRECURSION PHARMACEUTICALS IN
-$2.2M

Top Holdings

H
HAYWHAYWARD HLDGS INC
+28.6%$145.6M
M
MTSRMETSERA INC
+25.4%$129.1M
R
RXRXRECURSION PHARMACEUTICALS IN
+9.6%$48.8M
C
CPNGCOUPANG INC
+8.3%$42.3M
Q
QSRRESTAURANT BRANDS INTL INC
+5.0%$25.6M

Equity Positions (13)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
H
HAYW
HAYWARD HLDGS INC28.58%$145.6M10,548,539$15.26$13.80+$6.4M
M
MTSR
METSERA INC25.36%$129.1M4,539,540$27.22$28.45+$5.6M
R
RXRX
RECURSION PHARMACEUTICALS IN9.58%$48.8M9,644,032$9.26$5.06-$2.2M
C
CPNG
COUPANG INC8.31%$42.3M1,412,946$29.38$29.96+$11.3M
Q
QSR
RESTAURANT BRANDS INTL INC5.03%$25.6M386,203$60.68$66.29-$135.2K

Industry Allocation

REFRIGERATION & SERVICE INDUSTRY MACHINERY
+28.6%
PHARMACEUTICAL PREPARATIONS
+25.5%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+13.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+8.3%
SERVICES-BUSINESS SERVICES, NEC
+8.3%