MIC Capital Management UK LLP
LONDON X0 · SEC CIK 0001889830
$3.52亿2026Q1 申报市值
14持仓数
96.5%前十大占比 · 第一大 24.9%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RVMD 加仓+$2,792.67万
INSEEGO CORP 新建仓+$853.09万
RKLB 新建仓+$228.80万
2026Q1 卖出最多 按季末市值估算
HAYW 减仓-$2,341.84万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYEL | LYELL IMMUNOPHARMA INC | $174.58万 | 0.50% | 87,028 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $228.80万 | 0.65% | 35,628 | 35,628 | — | $228.80万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $361.90万 | 1.03% | 700,000 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $456.13万 | 1.29% | 66,000 | 0 | 0.0% | — | 不变 |
| — | INSEEGO CORP | $853.09万 | 2.42% | 767,165 | 767,165 | — | $853.09万 | 新建仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $869.84万 | 2.47% | 4,460,700 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $1,830.00万 | 5.19% | 5,000,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,905.19万 | 5.41% | 33,300 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2,667.64万 | 7.57% | 1,412,946 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $2,854.04万 | 8.10% | 386,203 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $2,960.72万 | 8.40% | 9,644,032 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $3,553.84万 | 10.08% | 2,714,928 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $7,738.50万 | 21.95% | 795,733 | 287,164 | 56.5% | $2,792.67万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $8,794.24万 | 24.95% | 6,572,676 | -1,750,257 | -21.0% | -$2,341.84万 | 减仓 |