MIG CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STX | 32K | $7.59M |
 | DDOG | 29K | $4.10M |
 | SNX | 28K | $4.52M |
 | RDDT | 27K | $6.30M |
 | NVDA | 22K | $4.13M |
 | AMAT | 20K | $4.17M |
 | PTC | 20K | $4.04M |
 | NOW | 19K | $17.27M |
 | MDB | 18K | $5.58M |
 | SNOW | 16K | $3.51M |
 | ORCL | 15K | $4.27M |
 | ZS | 13K | $3.97M |
 | ADSK | 12K | $3.68M |
 | LLY | 11K | $8.30M |
 | CRWD | 7K | $3.56M |
 | SPOT | 5K | $3.65M |
 | KLAC | 4K | $4.79M |
 | INTU | 4K | $2.76M |
 | SNPS | 3K | $1.67M |
 | NFLX | 3K | $3.38M |
Seagate Technology Holdings plc
STX
Shares Held
32K
Value
$7.59M
Datadog, Inc.
DDOG
Shares Held
29K
Value
$4.10M
TD SYNNEX Corporation
SNX
Shares Held
28K
Value
$4.52M
Reddit, Inc.
RDDT
Shares Held
27K
Value
$6.30M
NVIDIA Corporation
NVDA
Shares Held
22K
Value
$4.13M
Applied Materials, Inc.
AMAT
Shares Held
20K
Value
$4.17M
PTC Inc.
PTC
Shares Held
20K
Value
$4.04M
ServiceNow, Inc.
NOW
Shares Held
19K
Value
$17.27M
MongoDB, Inc.
MDB
Shares Held
18K
Value
$5.58M
Snowflake Inc.
SNOW
Shares Held
16K
Value
$3.51M
Oracle Corporation
ORCL
Shares Held
15K
Value
$4.27M
Zscaler, Inc.
ZS
Shares Held
13K
Value
$3.97M
Autodesk, Inc.
ADSK
Shares Held
12K
Value
$3.68M
Eli Lilly and Company
LLY
Shares Held
11K
Value
$8.30M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
7K
Value
$3.56M
Spotify Technology S.A.
SPOT
Shares Held
5K
Value
$3.65M
KLA Corporation
KLAC
Shares Held
4K
Value
$4.79M
Intuit Inc.
INTU
Shares Held
4K
Value
$2.76M
Synopsys, Inc.
SNPS
Shares Held
3K
Value
$1.67M
Netflix, Inc.
NFLX
Shares Held
3K
Value
$3.38M