MIC Capital Management UK LLP
LONDON X0 · SEC CIK 0001889830
$3.94亿2026Q2 申报市值
16持仓数
94.6%前十大占比 · 第一大 27.1%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
COF 新建仓+$963.20万
BLLN 新建仓+$58.69万
RXRX 不变+$4
2026Q2 卖出最多 按季末市值估算
RVMD 减仓-$4,944.19万
KLAR 减仓-$3,769.56万
INSEEGO CORP 清仓-$853.09万
HAYW 减仓-$694.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HAYW | HAYWARD HLDGS INC | $1.07亿 | 27.09% | 6,171,527 | -401,149 | -6.1% | -$694.39万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $9,958.30万 | 25.25% | 531,733 | -264,000 | -33.2% | -$4,944.19万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $3,539.36万 | 8.98% | 9,644,033 | 1 | 0.0% | $4 | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $2,800.36万 | 7.10% | 386,203 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2,454.29万 | 6.22% | 1,412,946 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $1,885.00万 | 4.78% | 5,000,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,875.76万 | 4.76% | 33,300 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $1,725.46万 | 4.38% | 852,498 | -1,862,430 | -68.6% | -$3,769.56万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,439.70万 | 3.65% | 150,000 | 0 | 0.0% | — | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $963.20万 | 2.44% | 48,011 | 48,011 | — | $963.20万 | 新建仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $758.32万 | 1.92% | 4,460,700 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $477.77万 | 1.21% | 66,000 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $362.16万 | 0.92% | 35,628 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $331.10万 | 0.84% | 700,000 | 0 | 0.0% | — | 不变 |
| LYEL | LYELL IMMUNOPHARMA INC | $122.27万 | 0.31% | 87,028 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $58.69万 | 0.15% | 4,892 | 4,892 | — | $58.69万 | 新建仓 |
| — | INSEEGO CORP | $0 | 0.00% | 0 | -767,165 | -100.0% | -$853.09万 | 清仓 |