MIG Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, MIG Capital, LLC held in its portfolio 43 assets valued at $589,443,782 (i.e. $589.44M).
The most valuable assets in the portfolio included: META PLATFORMS INC ($52.45M), DEXCOM INC ($40.19M), and SOTERA HEALTH CO ($34.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MIG Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| META PLATFORMS INC | 79453 | 52446131 | CL A |
| DEXCOM INC | 605547 | 40190154 | COM |
| SOTERA HEALTH CO | 1964518 | 34654098 | COM |
| MICROSOFT CORP | 70815 | 34247550 | COM |
| CELSIUS HLDGS INC | 741841 | 33931807 | COM NEW |
| ALPHABET INC | 103855 | 32589699 | CAP STK CL C |
| CREDIT ACCEP CORP MICH | 69715 | 30915814 | COM |
| KNIFE RIVER CORP | 413380 | 29081283 | COMMON STOCK |
| BROADCOM INC | 80320 | 27798752 | COM |
| INVESCO QQQ TR | 44019 | 27041312 | UNIT SER 1 |
| TAIWAN SEMICONDUCTOR MFG LTD | 66671 | 20260650 | SPONSORED ADS |
| FLUTTER ENTMT PLC | 91522 | 19680891 | SHS |
| AMAZON COM INC | 82572 | 19059269 | COM |
| VANECK ETF TRUST | 52336 | 18847764 | SEMICONDUCTR ETF |
| ADVANCED DRAIN SYS INC DEL | 119714 | 17338179 | COM |
| COGENT COMMUNICATIONS HLDGS | 569220 | 12272383 | COM NEW |
| ELI LILLY & CO | 10872 | 11683921 | COM |
| WESTERN DIGITAL CORP | 67406 | 11612032 | COM |
| MICRON TECHNOLOGY INC | 37205 | 10618679 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 32150 | 8853789 | ORD SHS |
| MONGODB INC | 17964 | 7539311 | CL A |
| LAM RESEARCH CORP | 41595 | 7120232 | COM NEW |
| COHERENT CORP | 36594 | 6754155 | COM |
| REDDIT INC | 27395 | 6297289 | CL A |
| KLA CORP | 4445 | 5401031 | COM NEW |
| SHOPIFY INC | 32593 | 5246495 | CL A SUB VTG SHS |
| APPLIED MATLS INC | 20359 | 5232059 | COM |
| CIENA CORP | 19032 | 4451014 | COM NEW |
| TD SYNNEX CORPORATION | 27595 | 4145597 | COM |
| NVIDIA CORPORATION | 22159 | 4132654 | COM |
| DATADOG INC | 28767 | 3912024 | CL A COM |
| CROWDSTRIKE HLDGS INC | 8278 | 3880395 | CL A |
| PTC INC | 19888 | 3464688 | COM |
| ROBLOX CORP | 42505 | 3444180 | CL A |
| AUTODESK INC | 11592 | 3431348 | COM |
| SNOWFLAKE INC | 15558 | 3412803 | COM SHS |
| SPOTIFY TECHNOLOGY S A | 5224 | 3033629 | SHS |
| ZSCALER INC | 13241 | 2978166 | COM |
| ORACLE CORP | 15178 | 2958344 | COM |
| PALO ALTO NETWORKS INC | 14548 | 2679742 | COM |
| NETFLIX INC | 28160 | 2640282 | COM |
| SERVICENOW INC | 16810 | 2575124 | COM |
| SYNOPSYS INC | 3383 | 1589063 | COM |
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