Investor
MIG Capital, LLC
CIK 0001425649 · filed 2026-02-17 · SEC filing
13F book
$589.4M
Positions
43
Largest name
8.9%
Meta Platforms, Inc. · META
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Meta Platforms, Inc. | META | 79.5K | $52.4M | 8.9% | — | Held |
| Dexcom Inc | DXCM | 605.5K | $40.2M | 6.8% | — | Held |
| Sotera Health Co | SHC | 1.96M | $34.7M | 5.9% | — | Held |
| Microsoft Corp | MSFT | 70.8K | $34.2M | 5.8% | — | Held |
| Celsius Hldgs Inc | — | 741.8K | $33.9M | 5.8% | — | Held |
| Alphabet Inc | — | 103.9K | $32.6M | 5.5% | — | Held |
| Credit Accep Corp Mich | — | 69.7K | $30.9M | 5.2% | — | Held |
| Knife River Corp | KNF | 413.4K | $29.1M | 4.9% | — | Held |
| Broadcom Inc. | AVGO | 80.3K | $27.8M | 4.7% | — | Held |
| Invesco Qqq Tr | — | 44K | $27M | 4.6% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 66.7K | $20.3M | 3.4% | — | Held |
| Flutter Entmt Plc | — | 91.5K | $19.7M | 3.3% | — | Held |
| Amazon Com Inc | AMZN | 82.6K | $19.1M | 3.2% | — | Held |
| Vaneck Etf Trust | — | 52.3K | $18.8M | 3.2% | — | Held |
| Advanced Drain Sys Inc Del | — | 119.7K | $17.3M | 2.9% | — | Held |
| Cogent Communications Hldgs | — | 569.2K | $12.3M | 2.1% | — | Held |
| Eli Lilly & Co | LLY | 10.9K | $11.7M | 2.0% | — | Held |
| Western Digital Corp | WDC | 67.4K | $11.6M | 2.0% | — | Held |
| Micron Technology Inc | MU | 37.2K | $10.6M | 1.8% | — | Held |
| Seagate Technology Hldngs Pl | — | 32.1K | $8.85M | 1.5% | — | Held |
| MongoDB, Inc. | MDB | 18K | $7.54M | 1.3% | — | Held |
| Lam Research Corp | LRCX | 41.6K | $7.12M | 1.2% | — | Held |
| Coherent Corp. | COHR | 36.6K | $6.75M | 1.1% | — | Held |
| Reddit, Inc. | RDDT | 27.4K | $6.3M | 1.1% | — | Held |
| Kla Corp | KLAC | 4.45K | $5.4M | 0.9% | — | Held |
| Shopify Inc. | SHOP | 32.6K | $5.25M | 0.9% | — | Held |
| Applied Matls Inc | — | 20.4K | $5.23M | 0.9% | — | Held |
| Ciena Corp | CIEN | 19K | $4.45M | 0.8% | — | Held |
| Td Synnex Corp | SNX | 27.6K | $4.15M | 0.7% | — | Held |
| Nvidia Corp | NVDA | 22.2K | $4.13M | 0.7% | — | Held |
| Datadog, Inc. | DDOG | 28.8K | $3.91M | 0.7% | — | Held |
| Crowdstrike Hldgs Inc | — | 8.28K | $3.88M | 0.7% | — | Held |
| Ptc Inc. | PTC | 19.9K | $3.46M | 0.6% | — | Held |
| Roblox Corp | RBLX | 42.5K | $3.44M | 0.6% | — | Held |
| Autodesk, Inc. | ADSK | 11.6K | $3.43M | 0.6% | — | Held |
| Snowflake Inc. | SNOW | 15.6K | $3.41M | 0.6% | — | Held |
| Spotify Technology S.A. | SPOT | 5.22K | $3.03M | 0.5% | — | Held |
| Zscaler, Inc. | ZS | 13.2K | $2.98M | 0.5% | — | Held |
| Oracle Corp | — | 15.2K | $2.96M | 0.5% | — | Held |
| Palo Alto Networks Inc | PANW | 14.5K | $2.68M | 0.5% | — | Held |
| Netflix Inc | NFLX | 28.2K | $2.64M | 0.4% | — | Held |
| ServiceNow, Inc. | NOW | 16.8K | $2.58M | 0.4% | — | Held |
| Synopsys Inc | SNPS | 3.38K | $1.59M | 0.3% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.