StockDriftsStockDriftsTop 14 MIC Capital Management UK LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HAYW | HAYWARD HLDGS INC | 24.95% | 6.57M | $87.9M | -21.03%(-1.75M) | $13.82(+0.60%) | 2026-03-31 | |
| RVMD | REVOLUTION MEDICINES INC | 21.95% | 795.7K | $77.4M | +56.47%(+287.16K) | $49.93(+199.36%) | 2026-03-31 | |
| KLAR | KLARNA GROUP PLC | 10.08% | 2.71M | $35.5M | +0.00%(+0) | $36.65(-55.06%) | 2026-03-31 | |
| RXRX | RECURSION PHARMACEUTICALS IN | 8.4% | 9.64M | $29.6M | +0.00%(+0) | $9.31(-67.34%) | 2026-03-31 | |
| QSR | RESTAURANT BRANDS INTL INC | 8.1% | 386.2K | $28.5M | +0.00%(+0) | $60.93(+25.45%) | 2026-03-31 | |
| CPNG | COUPANG INC | 7.57% | 1.41M | $26.7M | +0.00%(+0) | $28.61(-42.02%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.41% | 33.3K | $19.1M | +0.00%(+0) | $233.51(+164.84%) | 2026-03-31 | |
| GRAB | GRAB HOLDINGS LIMITED | 5.19% | 5.00M | $18.3M | +0.00%(+0) | $8.68(-58.85%) | 2026-03-31 | |
| NMRA | NEUMORA THERAPEUTICS INC. | 2.47% | 4.46M | $8.7M | +0.00%(+0) | $14.11(-86.04%) | 2026-03-31 | |
| INSG | INSEEGO CORP | 2.42% | 767.2K | $8.5M | new | $10.70(+31.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.24% | +26.81% |
| Top 20 Holdings Unweighted | +30.26% | +121.04% |
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