MIG CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 1.96M | $34.65M |
 | CELH | 742K | $33.93M |
 | DXCM | 606K | $40.19M |
 | CCOI | 569K | $12.27M |
 | KNF | 413K | $29.08M |
 | WMS | 120K | $17.34M |
 | GOOG | 104K | $32.59M |
 | FLUT | 92K | $19.68M |
 | AMZN | 83K | $19.06M |
 | AVGO | 80K | $27.80M |
 | META | 79K | $52.45M |
 | MSFT | 71K | $34.25M |
 | CACC | 70K | $30.92M |
 | WDC | 67K | $11.61M |
 | TSM | 67K | $20.26M |
 | RBLX | 43K | $3.44M |
 | LRCX | 42K | $7.12M |
 | MU | 37K | $10.62M |
 | COHR | 37K | $6.75M |
 | SHOP | 33K | $5.25M |
Sotera Health Company
SHC
Shares Held
1.96M
Value
$34.65M
Celsius Holdings, Inc.
CELH
Shares Held
742K
Value
$33.93M
DexCom, Inc.
DXCM
Shares Held
606K
Value
$40.19M
Cogent Communications Holdings, Inc.
CCOI
Shares Held
569K
Value
$12.27M
Knife River Corporation
KNF
Shares Held
413K
Value
$29.08M
Advanced Drainage Systems, Inc.
WMS
Shares Held
120K
Value
$17.34M
Alphabet Inc.
GOOG
Shares Held
104K
Value
$32.59M
Flutter Entertainment plc
FLUT
Shares Held
92K
Value
$19.68M
Amazon.com, Inc.
AMZN
Shares Held
83K
Value
$19.06M
Broadcom Inc.
AVGO
Shares Held
80K
Value
$27.80M
Meta Platforms, Inc.
META
Shares Held
79K
Value
$52.45M
Microsoft Corporation
MSFT
Shares Held
71K
Value
$34.25M
Credit Acceptance Corporation
CACC
Shares Held
70K
Value
$30.92M
Western Digital Corporation
WDC
Shares Held
67K
Value
$11.61M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
67K
Value
$20.26M
Roblox Corporation
RBLX
Shares Held
43K
Value
$3.44M
Lam Research Corporation
LRCX
Shares Held
42K
Value
$7.12M
Micron Technology, Inc.
MU
Shares Held
37K
Value
$10.62M
Coherent, Inc.
COHR
Shares Held
37K
Value
$6.75M
Shopify Inc.
SHOP
Shares Held
33K
Value
$5.25M