MIG Capital, LLC
Last filed Feb 17, 2026
Inactive · not filing 13F
$589M
43
-$100M
58.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q4 2025 | |||||
 META | $52.4M | 8.90% | Not reported | Not reported | Q3 2021 |
 DXCM | $40.2M | 6.82% | 0.16% | Not reported | Q3 2023 |
 SHC | $34.7M | 5.88% | 0.69% | -53.5% | Q3 2022 |
 MSFT | $34.2M | 5.81% | 0.00% | Not reported | Q2 2013 |
 CELH | $33.9M | 5.76% | 0.29% | -22.3% | Q3 2024 |
 GOOG | $32.6M | 5.53% | Not reported | -7.2% | Q4 2015 |
 CACC | $30.9M | 5.24% | 0.65% | -3.8% | Q1 2023 |
 KNF | $29.1M | 4.93% | 0.73% | Not reported | Q4 2023 |
 AVGO | $27.8M | 4.72% | 0.00% | -18.7% | Q4 2024 |
 QQQ | $27M | 4.59% | Not reported | Not reported | Q2 2025 |
 TSM | $20.3M | 3.44% | 0.00% | -37.7% | Q1 2025 |
 FLUT | $19.7M | 3.34% | 0.05% | Not reported | Q2 2025 |
 AMZN | $19.1M | 3.23% | 0.00% | -11.3% | Q2 2017 |
 SMH | $18.8M | 3.20% | Not reported | Not reported | Q3 2025 |
 WMS | $17.3M | 2.94% | 0.16% | -33.5% | Q1 2019 |
 CCOI | $12.3M | 2.08% | 1.14% | Not reported | Q3 2014 |
 LLY | $11.7M | 1.98% | 0.00% | Not reported | Q3 2024 |
 WDC | $11.6M | 1.97% | 0.02% | Not reported | Q1 2025 |
 MU | $10.6M | 1.80% | 0.00% | Not reported | Q4 2024 |
 STX | $8.85M | 1.50% | 0.02% | Not reported | Q1 2025 |
 MDB | $7.54M | 1.28% | 0.02% | Not reported | Q1 2025 |
 LRCX | $7.12M | 1.21% | 0.00% | Not reported | Q1 2025 |
 COHR | $6.75M | 1.15% | 0.02% | Not reported | Q3 2025 |
 RDDT | $6.3M | 1.07% | Not reported | Not reported | Q3 2025 |
 KLAC | $5.4M | 0.92% | 0.00% | Not reported | Q1 2025 |
 SHOP | $5.25M | 0.89% | 0.01% | Not reported | Q1 2022 |
 AMAT | $5.23M | 0.89% | 0.00% | Not reported | Q1 2025 |
 CIEN | $4.45M | 0.76% | 0.01% | Not reported | Q4 2024 |
 SNX | $4.15M | 0.70% | 0.03% | Not reported | Q1 2025 |
 NVDA | $4.13M | 0.70% | 0.00% | Not reported | Q4 2024 |
 DDOG | $3.91M | 0.66% | 0.04% | Not reported | Q4 2024 |
 CRWD | $3.88M | 0.66% | 0.00% | +14.1% | Q4 2024 |
 PTC | $3.46M | 0.59% | 0.02% | Not reported | Q1 2025 |
 RBLX | $3.44M | 0.58% | 0.01% | Not reported | Q4 2024 |
 ADSK | $3.43M | 0.58% | 0.01% | Not reported | Q1 2025 |
 SNOW | $3.41M | 0.58% | 0.00% | Not reported | Q3 2020 |
 SPOT | $3.03M | 0.51% | 0.00% | Not reported | Q4 2024 |
 ZS | $2.98M | 0.51% | 0.01% | Not reported | Q4 2024 |
 ORCL | $2.96M | 0.50% | 0.00% | Not reported | Q4 2024 |
 PANW | $2.68M | 0.45% | 0.00% | Not reported | Q4 2024 |
 NFLX | $2.64M | 0.45% | 0.00% | Not reported | Q3 2016 |
 NOW | $2.58M | 0.44% | 0.00% | -82.1% | Q4 2024 |
 SNPS | $1.59M | 0.27% | 0.00% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| SHC | $66.5M | 9.66% | 1.49% | -20.0% | Q3 2022 |
| META | $58.3M | 8.48% | Not reported | Not reported | Q3 2021 |
| CELH | $54.9M | 7.98% | 0.37% | -27.1% | Q3 2024 |
| DXCM | $40.7M | 5.92% | 0.16% | -16.4% | Q3 2023 |
| MSFT | $36.7M | 5.33% | 0.00% | Not reported | Q2 2013 |
| CACC | $33.8M | 4.91% | 0.66% | -37.1% | Q1 2023 |
| AVGO | $32.6M | 4.73% | 0.00% | +756.5% | Q4 2024 |
| KNF | $31.8M | 4.62% | 0.73% | +7.1% | Q4 2023 |
| TSM | $29.9M | 4.34% | 0.00% | +712.3% | Q1 2025 |
| GOOG | $27.3M | 3.96% | Not reported | -44.3% | Q4 2015 |
| QQQ | $26.4M | 3.84% | Not reported | -37.9% | Q2 2025 |
| WMS | $24.9M | 3.62% | 0.25% | -22.4% | Q1 2019 |
| FLUT | $23.2M | 3.38% | 0.05% | +422.5% | Q2 2025 |
| AMZN | $20.4M | 2.97% | 0.00% | -43.7% | Q2 2017 |
 ELV | $18.3M | 2.65% | 0.03% | -5.2% | Q2 2018 |
| NOW | $17.3M | 2.51% | 0.01% | +698.2% | Q4 2024 |
| SMH | $17.1M | 2.48% | Not reported | New | Q3 2025 |
| LLY | $8.3M | 1.20% | 0.00% | -80.5% | Q3 2024 |
| WDC | $8.09M | 1.18% | 0.02% | +30.8% | Q1 2025 |
| STX | $7.59M | 1.10% | 0.02% | +28.2% | Q1 2025 |
| RDDT | $6.3M | 0.92% | Not reported | New | Q3 2025 |
| MU | $6.23M | 0.90% | 0.00% | +28.4% | Q4 2024 |
| RBLX | $5.89M | 0.86% | 0.01% | +29.6% | Q4 2024 |
| MDB | $5.58M | 0.81% | 0.02% | +37.0% | Q1 2025 |
| LRCX | $5.57M | 0.81% | 0.00% | +32.4% | Q1 2025 |
| SHOP | $4.84M | 0.70% | 0.01% | +38.6% | Q1 2022 |
| KLAC | $4.79M | 0.70% | 0.00% | +33.1% | Q1 2025 |
| SNX | $4.52M | 0.66% | 0.03% | +35.5% | Q1 2025 |
| ORCL | $4.27M | 0.62% | 0.00% | +39.9% | Q4 2024 |
| AMAT | $4.17M | 0.61% | 0.00% | +34.3% | Q1 2025 |
| NVDA | $4.13M | 0.60% | 0.00% | +40.0% | Q4 2024 |
| DDOG | $4.1M | 0.60% | 0.04% | +32.8% | Q4 2024 |
| PTC | $4.04M | 0.59% | 0.02% | +38.8% | Q1 2025 |
| ZS | $3.97M | 0.58% | 0.01% | +32.9% | Q4 2024 |
| COHR | $3.94M | 0.57% | 0.02% | New | Q3 2025 |
| ADSK | $3.68M | 0.53% | 0.01% | +40.6% | Q1 2025 |
| SPOT | $3.65M | 0.53% | 0.00% | +37.3% | Q4 2024 |
| CRWD | $3.56M | 0.52% | 0.00% | +38.6% | Q4 2024 |
| SNOW | $3.51M | 0.51% | 0.00% | +41.9% | Q3 2020 |
| NFLX | $3.38M | 0.49% | 0.00% | +39.8% | Q3 2016 |
 MELI | $3.29M | 0.48% | 0.00% | +42.4% | Q1 2025 |
 INTU | $2.76M | 0.40% | 0.00% | +48.3% | Q1 2018 |
| SNPS | $1.67M | 0.24% | 0.00% | New | Q3 2025 |
| Q2 2025 | |||||
| DXCM | $63.2M | 6.52% | 0.18% | Not reported | Q3 2023 |
| CELH | $60.8M | 6.27% | 0.51% | -16.8% | Q3 2024 |
| SHC | $58.7M | 6.06% | 1.86% | +3.3% | Q3 2022 |
| CACC | $58.7M | 6.06% | 1.03% | Not reported | Q1 2023 |
| META | $58.6M | 6.05% | Not reported | +8.0% | Q3 2021 |
| CCOI | $49.6M | 5.12% | 2.09% | +6.9% | Q3 2014 |
| LLY | $43.5M | 4.49% | 0.01% | Not reported | Q3 2024 |
| QQQ | $39.1M | 4.04% | Not reported | New | Q2 2025 |
| AMZN | $36.3M | 3.75% | 0.00% | +26.4% | Q2 2017 |
| GOOG | $35.6M | 3.68% | Not reported | -4.0% | Q4 2015 |
| MSFT | $35.2M | 3.63% | 0.00% | Not reported | Q2 2013 |
 WDAY | $33M | 3.41% | 0.06% | +9.9% | Q3 2024 |
 CRM | $31.8M | 3.28% | 0.01% | +7.7% | Q2 2020 |
| KNF | $31.5M | 3.25% | 0.68% | Not reported | Q4 2023 |
 FISV | $29.5M | 3.05% | 0.03% | -16.7% | Q4 2021 |
 PM | $28M | 2.89% | 0.01% | -44.5% | Q2 2024 |
| CFLT | $26.8M | 2.76% | 0.98% | Not reported | Q4 2024 |
| WMS | $26.6M | 2.75% | 0.32% | Not reported | Q1 2019 |
| ELV | $23.2M | 2.39% | 0.03% | -14.1% | Q2 2018 |
 CAVA | $23.2M | 2.39% | 0.24% | +310.4% | Q1 2025 |
 RTO | $20.9M | 2.16% | 0.03% | -43.5% | Q4 2022 |
 HUM | $20.2M | 2.08% | 0.07% | -44.7% | Q4 2024 |
 UNH | $17.5M | 1.80% | 0.01% | New | Q2 2025 |
| EWCZ | $11.6M | 1.19% | 3.23% | +65.8% | Q4 2021 |
| FLUT | $5.01M | 0.52% | 0.01% | New | Q2 2025 |
| STX | $3.62M | 0.37% | 0.01% | +499.0% | Q1 2025 |
| MU | $3.57M | 0.37% | 0.00% | +243.2% | Q4 2024 |
| RBLX | $3.45M | 0.36% | 0.00% | +146.3% | Q4 2024 |
| WDC | $3.3M | 0.34% | 0.01% | +519.4% | Q1 2025 |
| AVGO | $3.18M | 0.33% | 0.00% | +212.6% | Q4 2024 |
 PINS | $3.15M | 0.32% | 0.07% | +331.0% | Q1 2025 |
| ZS | $3.13M | 0.32% | 0.01% | +121.6% | Q4 2024 |
| LRCX | $3.06M | 0.32% | 0.00% | +269.8% | Q1 2025 |
| KLAC | $2.99M | 0.31% | 0.00% | +247.2% | Q1 2025 |
| TSM | $2.99M | 0.31% | 0.00% | +317.0% | Q1 2025 |
| SPOT | $2.92M | 0.30% | 0.00% | +112.9% | Q4 2024 |
| DDOG | $2.91M | 0.30% | 0.03% | +51.3% | Q4 2024 |
| AMAT | $2.77M | 0.29% | 0.00% | +316.1% | Q1 2025 |
 FOUR | $2.77M | 0.29% | 0.03% | +354.9% | Q1 2025 |
| SNX | $2.76M | 0.29% | 0.02% | +283.9% | Q1 2025 |
| MDB | $2.75M | 0.28% | 0.02% | +183.0% | Q1 2025 |
| SHOP | $2.71M | 0.28% | 0.01% | +200.0% | Q1 2022 |
| NFLX | $2.7M | 0.28% | 0.00% | +175.1% | Q3 2016 |
| CRWD | $2.67M | 0.28% | 0.00% | +132.0% | Q4 2024 |
| MELI | $2.58M | 0.27% | 0.00% | +161.6% | Q1 2025 |
| ADSK | $2.55M | 0.26% | 0.00% | +259.7% | Q1 2025 |
| ANSS | $2.52M | 0.26% | 0.01% | +271.1% | Q1 2025 |
| NVDA | $2.5M | 0.26% | 0.00% | Not reported | Q4 2024 |
| PTC | $2.47M | 0.25% | 0.01% | +308.7% | Q1 2025 |
| SNOW | $2.45M | 0.25% | 0.00% | Not reported | Q3 2020 |
| Q1 2025 | |||||
| SHC | $59.6M | 7.41% | 1.80% | -13.6% | Q3 2022 |
| CACC | $59.5M | 7.40% | 0.98% | -8.9% | Q1 2023 |
| CCOI | $59M | 7.34% | 1.95% | -16.7% | Q3 2014 |
| CELH | $56.1M | 6.98% | 0.67% | +42.7% | Q3 2024 |
| LLY | $46.1M | 5.73% | 0.01% | -15.4% | Q3 2024 |
| FISV | $45.4M | 5.64% | 0.04% | -43.1% | Q4 2021 |
| PM | $44M | 5.47% | 0.02% | -16.0% | Q2 2024 |
| META | $42.4M | 5.27% | Not reported | -22.1% | Q3 2021 |
| HUM | $39.5M | 4.91% | 0.12% | Not reported | Q4 2024 |
| RTO | $35.4M | 4.40% | 0.06% | Not reported | Q4 2022 |
| KNF | $34.8M | 4.33% | 0.68% | -31.2% | Q4 2023 |
| GOOG | $32.7M | 4.07% | Not reported | Not reported | Q4 2015 |
| ELV | $30.2M | 3.75% | 0.03% | -30.3% | Q2 2018 |
| WDAY | $29.2M | 3.64% | 0.06% | Not reported | Q3 2024 |
| CRM | $29M | 3.61% | 0.01% | +10720.0% | Q2 2020 |
| MSFT | $26.6M | 3.31% | 0.00% | -6.9% | Q2 2013 |
| WMS | $25.2M | 3.13% | 0.32% | Not reported | Q1 2019 |
| CFLT | $25.2M | 3.13% | 0.98% | +11.1% | Q4 2024 |
| AMZN | $24.9M | 3.10% | 0.00% | +8.1% | Q2 2017 |
 SHAK | $9.04M | 1.12% | Not reported | New | Q1 2025 |
| CAVA | $5.79M | 0.72% | 0.06% | New | Q1 2025 |
| EWCZ | $4.9M | 0.61% | 1.95% | -39.7% | Q4 2021 |
| DDOG | $1.42M | 0.18% | 0.02% | +526.1% | Q4 2024 |
| NOW | $1.12M | 0.14% | 0.00% | +350.8% | Q4 2024 |
| SPOT | $983K | 0.12% | 0.00% | +142.0% | Q4 2024 |
| ZS | $892K | 0.11% | 0.00% | +146.4% | Q4 2024 |
| MDB | $813K | 0.10% | 0.01% | New | Q1 2025 |
| CRWD | $796K | 0.10% | 0.00% | +137.1% | Q4 2024 |
 OKTA | $793K | 0.10% | Not reported | New | Q1 2025 |
| RBLX | $776K | 0.10% | 0.00% | +133.0% | Q4 2024 |
| SHOP | $748K | 0.09% | 0.00% | +150.4% | Q1 2022 |
| MELI | $737K | 0.09% | 0.00% | New | Q1 2025 |
| MU | $733K | 0.09% | 0.00% | +119.5% | Q4 2024 |
| NFLX | $683K | 0.08% | 0.00% | Not reported | Q3 2016 |
 HUBS | $675K | 0.08% | 0.00% | +147.6% | Q4 2024 |
| KLAC | $654K | 0.08% | 0.00% | New | Q1 2025 |
 KSPI | $648K | 0.08% | 0.00% | New | Q1 2025 |
 GTLB | $638K | 0.08% | Not reported | +126.4% | Q4 2024 |
| PINS | $631K | 0.08% | 0.02% | New | Q1 2025 |
| AVGO | $618K | 0.08% | 0.00% | +140.2% | Q4 2024 |
| LRCX | $618K | 0.08% | 0.00% | New | Q1 2025 |
| ANSS | $611K | 0.08% | 0.00% | New | Q1 2025 |
| ADSK | $600K | 0.07% | 0.00% | New | Q1 2025 |
| SNX | $552K | 0.07% | 0.01% | New | Q1 2025 |
| PTC | $543K | 0.07% | 0.00% | New | Q1 2025 |
| AMAT | $529K | 0.07% | 0.00% | New | Q1 2025 |
 APPN | $528K | 0.07% | 0.02% | New | Q1 2025 |
| TSM | $525K | 0.07% | 0.00% | New | Q1 2025 |
| FOUR | $501K | 0.06% | 0.01% | New | Q1 2025 |
 XYZ | $418K | 0.05% | Not reported | New | Q1 2025 |