Portfolio (Quarterly) Guide ↗

MIC Capital Management UK LLP

· CIK 0001889830

13F Portfolio $394M AUM 16 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	INSEEGO CORP	—	767,165	$8.5M	2.42%	SOLD

Sector Allocation

Healthcare 38.3%

Industrials 30.2%

Consumer Cyclical 17.8%

Technology 6.3%

Communication Services 5.0%

Financial Services 2.6%