Fund HoldingsMIC Capital Management UK LLP

Total Portfolio Value
$491.52M
Total Bought
$0
Total Sold
$40.91M
Net Transaction
-$40.91M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
RECURSION PHARMACEUTICALS IN(RXRX)8,451,7588,451,758056,37363,13512.84%+6,761
RESTAURANT BRANDS INTL INC(QSR)386,203386,203025,93029,9386.09%+4,009
IONQ INC(IONQ)4,230,4422,115,221-2,115,22126,01728,6195.82%+2,602
LYELL IMMUNOPHARMA INC3,060,5693,060,56907,2239,7331.98%+2,510
META PLATFORMS INC(META)33,30033,30007,0589,5561.94%+2,499
GRAB HOLDINGS LIMITED
CLASS A ORD
5,000,0005,000,000015,05017,1503.49%+2,100
COUPANG INC(CPNG)1,412,9461,412,946022,60724,5855.00%+1,978
MONDAY COM LTD
SHS
66,00066,00009,42211,3012.30%+1,879
BLUE WHALE ACQUISITION CORP2,000,0002,000,000018,94020,3204.13%+1,380
SPORTRADAR GROUP AG(SRAD)925,926925,926010,76911,9442.43%+1,176
ARCHER AVIATION INC(ACHR)700,000700,00002,0022,8840.59%+882
EXSCIENTIA PLC1,542,6001,542,60008,1769,0551.84%+879
EMBARK TECHNOLOGY INC394,440394,44001,1081,1280.23%+20
INVITAE CORP316,498316,49804273580.07%-70
SCIENCE 37 HOLDINGS INC2,345,8972,345,89706625000.10%-162
XOMETRY INC11,9700-11,9701790-179
GAIA INC NEW697,900697,90001,9401,6120.33%-328
EQRX INC7,073,4707,073,470013,72313,1572.68%-566
FULL TRUCK ALLIANCE CO LTD(YMM)630,697630,69704,8003,9230.80%-877
CAZOO GROUP LTD1,509,8791,509,87903,7601,7820.36%-1,978
ALIBABA GROUP HLDG LTD(BABA)150,000150,000015,32712,5032.54%-2,824
QUALTRICS INTL INC389,6000-389,6006,9470-6,947
ENDEAVOR GROUP HLDGS INC8,536,4568,536,4560211,924204,19241.54%-7,732
SIGNA SPORTS UNITED NV5,000,0005,000,000022,70014,1502.88%-8,550
TRINE II ACQUISITION CORP2,970,0000-2,970,00031,1850-31,185
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