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Disclosery

13F-HR filed by MIG Capital, LLC

MIG Capital, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 72 holding rows worth $970,877,311.

Accession
0001104659-25-012479
Filer
CIK 1425649
Filed
2025-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 72 entries on the cover page, a total value of $970,877,311 stated on the cover page (in dollars after the unit check, H1), rows summing to $970,877,311 with VALUE read as dollars as filed, 13F file number 028-12667. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
COGENT COMMUNICATIONS GROUP19239V302COM NEW1,156,508$89,132,072dollars as filed
SOTERA HEALTH CO83601L102COM5,918,577$80,966,133dollars as filed
FISERV INC337738108COM360,946$74,145,527dollars as filed
DEXCOM INC COM252131107Stock859,627$66,853,192dollars as filed
CREDIT ACCEP CORP MICH225310101COM126,467$59,371,198dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock561,163$57,036,607dollars as filed
META PLATFORMS INC CL A30303M102COM94,394$55,268,631dollars as filed
Eli Lilly and Company532457108COM65,936$50,902,592dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM209,288$39,856,807dollars as filed
Philip Morris International Inc.718172109COM330,142$39,732,590dollars as filed
RENTOKIL INITIAL PLC SPONSORED ADR760125104ADR1,543,879$39,091,016dollars as filed
HUMANA INC COM444859102Stock149,163$37,844,145dollars as filed
Elevance Health, Inc.036752103COM99,598$36,741,702dollars as filed
WORKDAY INC CL A98138H101Stock125,204$32,306,388dollars as filed
Microsoft Corp594918104COM76,062$32,060,133dollars as filed
CELSIUS HLDGS INC15118V207COM NEW1,104,652$29,096,534dollars as filed
CONFLUENT INC20717M103CLASS A COM965,904$27,006,676dollars as filed
ADVANCED DRAIN SYS INC DEL COM00790R104Stock231,817$26,798,045dollars as filed
Amazon.com, Inc023135106COM121,068$26,561,109dollars as filed
Prologis,Inc.74340W103COM159,400$16,848,580dollars as filed
ELASTIC N V ORD SHSN14506104Stock159,857$15,838,632dollars as filed
EUROPEAN WAX CTR INC29882P106CLASS A COM2,057,186$13,721,431dollars as filed
Elevance Health, Inc.036752103COM20,000$7,378,000dollars as filedcall
SKYWATER TECHNOLOGY INC COM83089J108Stock27,363$377,609dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A94,979$375,167dollars as filed
ASTERA LABS INC COM04626A103COM2,689$356,158dollars as filed
Broadcom Inc.11135F101COM1,536$356,106dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock1,063$354,138dollars as filed
FORMFACTOR INC COM346375108Stock7,922$348,568dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW13,079$345,024dollars as filed
NVIDIA Corp67066G104COM2,566$344,588dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,513$341,318dollars as filed
APPLOVIN CORP COM CL A03831W108Stock1,053$340,993dollars as filed
ARISTA NETWORKS INC040413205COM3,080$340,432dollars as filed
Advanced Micro Devices,Inc.007903107COM2,817$340,265dollars as filed
ROBINHOOD MKTS INC770700102COM9,095$338,880dollars as filed
DYNATRACE INC COM NEW268150109Stock6,234$338,818dollars as filed
GITLAB INC CLASS A COM37637K108Stock5,995$337,818dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock4,010$336,640dollars as filed
SAP SE SPON ADR803054204ADR1,364$335,830dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock4,993$335,580dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock1,796$335,313dollars as filed
LPL FINL HLDGS INC COM50212V100Stock1,026$334,999dollars as filed
Salesforce.com, Inc79466L302COM1,000$334,330dollars as filed
SENTINELONE INC81730H109CL A15,046$334,021dollars as filed
Honeywell Technologies438516106COM1,477$333,640dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS3,130$332,813dollars as filed
CIENA CORP COM NEW171779309Stock3,920$332,455dollars as filed
HUBSPOTINC443573100STOK477$332,359dollars as filed
EVERPURE INC CL A74624M102Stock5,402$331,845dollars as filed
Oracle Corporation68389X105COM1,987$331,114dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK739$330,614dollars as filed
ROBLOX CORP CL A771049103Stock5,714$330,612dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock2,907$330,264dollars as filed
ServiceNow,Inc.81762P102COM311$329,697dollars as filed
ZSCALERINC98980G102STOK1,825$329,248dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A11,961$329,167dollars as filed
DATADOGINCCLASSA23804L103STOK2,286$326,647dollars as filed
IShares Bitcoin Trust Registered46438F101SHS6,148$326,151dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM952$325,736dollars as filed
Micron Technology,Inc.595112103COM3,846$323,679dollars as filed
INDIE SEMICONDUCTOR INC45569U101CLASS A COM79,751$322,992dollars as filed
PALO ALTO NETWORKS INC697435105COM1,772$322,433dollars as filed
NUTANIX INC CL A67059N108Stock5,255$321,501dollars as filed
AEROVIRONMENT INC COM008073108Stock2,088$321,322dollars as filed
SNOWFLAKE INC COM SHS833445109Stock2,049$316,386dollars as filed
AVEPOINT INC COM CL A053604104Stock18,926$312,468dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK2,657$312,277dollars as filed
Tesla Motors, Inc88160R101COM770$310,957dollars as filed
SWEETGREEN INC87043Q108COM CL A9,662$309,764dollars as filed
CARVANA CO CL A146869102Stock1,508$306,667dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock1,225$304,168dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-25-012479this filing2025-02-13acceptance time not in the bulk data set