MIG Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC MIG Capital, LLC | Institutional Filer | ▼ 11.19% | $589.4M | 43 |
Current Portfolio Holdings
Showing all 43 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms, Inc. | Technology | 79K | $52.4M | 8.90% |
| 2 | DXCM | DexCom, Inc. | Healthcare | 606K | $40.2M | 6.82% |
| 3 | SHC | Sotera Health Company | Healthcare | 2.0M | $34.7M | 5.88% |
| 4 | MSFT | Microsoft Corporation | Technology | 71K | $34.2M | 5.81% |
| 5 | CELH | Celsius Holdings, Inc. | Consumer Defensive | 742K | $33.9M | 5.76% |
| 6 | GOOG | Alphabet Inc. | Technology | 104K | $32.6M | 5.53% |
| 7 | CACC | Credit Acceptance Corporation | Financial Services | 70K | $30.9M | 5.24% |
| 8 | KNF | Knife River Corporation | Basic Materials | 413K | $29.1M | 4.93% |
| 9 | AVGO | Broadcom Inc. | Technology | 80K | $27.8M | 4.72% |
| 10 | QQQ | Invesco QQQ Trust | — | 44K | $27.0M | 4.59% |
| 11 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 67K | $20.3M | 3.44% |
| 12 | FLUT | Flutter Entertainment plc | Consumer Cyclical | 92K | $19.7M | 3.34% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 83K | $19.1M | 3.23% |
| 14 | SMH | VANECK ETF TRUST | — | 52K | $18.8M | 3.20% |
| 15 | WMS | Advanced Drainage Systems, Inc. | Industrials | 120K | $17.3M | 2.94% |
Showing 1 to 15 of 43 holdings