MIG Capital as of Dec. 31, 2025
Portfolio Holdings for MIG Capital
MIG Capital holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.9 | $52M | 80k | 660.09 | |
| Dex (DXCM) | 6.8 | $40M | 606k | 66.37 | |
| Sotera Health (SHC) | 5.9 | $35M | 2.0M | 17.64 | |
| Microsoft Corporation (MSFT) | 5.8 | $34M | 71k | 483.62 | |
| Celsius Hldgs Com New (CELH) | 5.8 | $34M | 742k | 45.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $33M | 104k | 313.80 | |
| Credit Acceptance (CACC) | 5.2 | $31M | 70k | 443.46 | |
| Knife River Corp Common Stock (KNF) | 4.9 | $29M | 413k | 70.35 | |
| Broadcom (AVGO) | 4.7 | $28M | 80k | 346.10 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.6 | $27M | 44k | 614.31 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $20M | 67k | 303.89 | |
| Flutter Entmt SHS (FLUT) | 3.3 | $20M | 92k | 215.04 | |
| Amazon (AMZN) | 3.2 | $19M | 83k | 230.82 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 3.2 | $19M | 52k | 360.13 | |
| Advanced Drain Sys Inc Del (WMS) | 2.9 | $17M | 120k | 144.83 | |
| Cogent Communications Hldgs Com New (CCOI) | 2.1 | $12M | 569k | 21.56 | |
| Eli Lilly & Co. (LLY) | 2.0 | $12M | 11k | 1074.68 | |
| Western Digital (WDC) | 2.0 | $12M | 67k | 172.27 | |
| Micron Technology (MU) | 1.8 | $11M | 37k | 285.41 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.5 | $8.9M | 32k | 275.39 | |
| Mongodb Cl A (MDB) | 1.3 | $7.5M | 18k | 419.69 | |
| Lam Research Corp Com New (LRCX) | 1.2 | $7.1M | 42k | 171.18 | |
| Coherent Corp (COHR) | 1.1 | $6.8M | 37k | 184.57 | |
| Reddit Cl A (RDDT) | 1.1 | $6.3M | 27k | 229.87 | |
| Kla Corp Com New (KLAC) | 0.9 | $5.4M | 4.4k | 1215.08 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.9 | $5.2M | 33k | 160.97 | |
| Applied Materials (AMAT) | 0.9 | $5.2M | 20k | 256.99 | |
| Ciena Corp Com New (CIEN) | 0.8 | $4.5M | 19k | 233.87 | |
| SYNNEX Corporation (SNX) | 0.7 | $4.1M | 28k | 150.23 | |
| NVIDIA Corporation (NVDA) | 0.7 | $4.1M | 22k | 186.50 | |
| Datadog Cl A Com (DDOG) | 0.7 | $3.9M | 29k | 135.99 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $3.9M | 8.3k | 468.76 | |
| Ptc (PTC) | 0.6 | $3.5M | 20k | 174.21 | |
| Roblox Corp Cl A (RBLX) | 0.6 | $3.4M | 43k | 81.03 | |
| Autodesk (ADSK) | 0.6 | $3.4M | 12k | 296.01 | |
| Snowflake Com Shs (SNOW) | 0.6 | $3.4M | 16k | 219.36 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $3.0M | 5.2k | 580.71 | |
| Zscaler Incorporated (ZS) | 0.5 | $3.0M | 13k | 224.92 | |
| Oracle Corporation (ORCL) | 0.5 | $3.0M | 15k | 194.91 | |
| Palo Alto Networks (PANW) | 0.5 | $2.7M | 15k | 184.20 | |
| Netflix (NFLX) | 0.4 | $2.6M | 28k | 93.76 | |
| Servicenow (NOW) | 0.4 | $2.6M | 17k | 153.19 | |
| Synopsys (SNPS) | 0.3 | $1.6M | 3.4k | 469.72 |
