Rodney Cannon

Mic Capital Management Uk Llp

Assets Managed

$352.485M

Holdings

Last Quarter

2026 - Q1

Filed Date

3d ago

Growth Rate

-20.12%(2Q avg: -15.96%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mic Capital Management Uk Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Mic Capital Management Uk Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 352.485M in assets, with a quarterly growth rate of -20.12% and a 2-quarter average growth rate of -15.96%. The portfolio is managed by Rodney Cannon, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
HAYW Hayward Holdings Inc Recent Activity Decreased -21.02%	24.95%	$87.942M 6.573M shares@ $13.38 avg price	Decreased -21.02%
RVMD Revolution Medicines Inc Recent Activity Increased 56.47%	21.96%	$77.385M 795,733 shares@ $97.25 avg price	Increased 56.47%
KLAR Klarna Group Plc Recent Activity	10.09%	$35.538M 2.715M shares@ $13.09 avg price
RXRX Recursion Pharmaceuticals-a Recent Activity	8.4%	$29.607M 9.644M shares@ $3.08 avg price
QSR Restaurant Brands Intern Recent Activity	8.1%	$28.54M 386,203 shares@ $73.9 avg price
CPNG Coupang Inc Recent Activity	7.57%	$26.676M 1.413M shares@ $18.88 avg price
META Meta Platforms Inc-class A Recent Activity	5.41%	$19.052M 33,300 shares@ $572.13 avg price
GRAB Grab Holdings Ltd - Cl A Recent Activity	5.2%	$18.3M 5M shares@ $3.66 avg price
NMRA Neumora Therapeutics Inc Recent Activity	2.47%	$8.698M 4.461M shares@ $1.95 avg price
INSG Inseego Corp Recent Activity New Position	2.43%	$8.531M 767,165 shares@ $11.13 avg price	New Position

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