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Disclosery

13F-HR filed by MIG Capital, LLC

MIG Capital, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 44 holding rows worth $688,466,255.

Accession
0001104659-25-110989
Filer
CIK 1425649
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 44 entries on the cover page, a total value of $688,466,255 stated on the cover page (in dollars after the unit check, H1), rows summing to $688,466,255 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
SOTERA HEALTH CO83601L102COM4,226,810$66,487,721dollars as filed
META PLATFORMS INC CL A30303M102COM79,453$58,348,694dollars as filed
CELSIUS HLDGS INC15118V207COM NEW955,225$54,915,885dollars as filed
DEXCOM INC COM252131107Stock605,547$40,747,258dollars as filed
Microsoft Corp594918104COM70,815$36,678,629dollars as filed
CREDIT ACCEP CORP MICH225310101COM72,437$33,823,008dollars as filed
Broadcom Inc.11135F101COM98,781$32,588,840dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock413,380$31,776,521dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS107,055$29,899,391dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM111,913$27,256,411dollars as filed
INVESCO QQQ TR46090E103COM44,019$26,427,687dollars as filed
ADVANCED DRAIN SYS INC DEL COM00790R104Stock179,884$24,949,911dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock91,522$23,246,588dollars as filed
Amazon.com, Inc023135106COM93,127$20,447,895dollars as filed
Elevance Health, Inc.036752103COM56,509$18,259,188dollars as filed
ServiceNow,Inc.81762P102COM18,766$17,269,974dollars as filed
VANECK ETF TRUST92189F676COM52,336$17,080,377dollars as filed
Eli Lilly and Company532457108COM10,872$8,295,336dollars as filed
WESTERN DIGITAL CORP958102105COM67,406$8,092,764dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS32,150$7,589,329dollars as filed
Elevance Health, Inc.036752103COM20,000$6,462,400dollars as filedcall
REDDIT INC CL A75734B100Stock27,395$6,300,576dollars as filed
Micron Technology,Inc.595112103COM37,205$6,225,141dollars as filed
ROBLOX CORP CL A771049103Stock42,505$5,887,793dollars as filed
MONGODB INC CL A60937P106Stock17,964$5,575,666dollars as filed
Lam Research Corporation512807306COM41,595$5,569,571dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS32,593$4,843,646dollars as filed
KLA CORP482480100COM4,445$4,794,377dollars as filed
TD SYNNEX CORPORATION COM87162W100Stock27,595$4,518,681dollars as filed
Oracle Corporation68389X105COM15,178$4,268,661dollars as filed
Applied Materials,Inc.038222105COM20,359$4,168,302dollars as filed
NVIDIA Corp67066G104COM22,159$4,134,426dollars as filed
DATADOGINCCLASSA23804L103STOK28,767$4,096,421dollars as filed
PTC INC COM69370C100Stock19,888$4,037,662dollars as filed
ZSCALERINC98980G102STOK13,241$3,967,798dollars as filed
COHERENT CORP COM19247G107Stock36,594$3,941,906dollars as filed
AUTODESK INC COM052769106Stock11,592$3,682,431dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK5,224$3,646,352dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM7,254$3,557,217dollars as filed
SNOWFLAKE INC COM SHS833445109Stock15,558$3,509,107dollars as filed
Netflix, Inc64110L106COM2,816$3,376,159dollars as filed
MERCADOLIBREINC58733R102STOK1,408$3,290,412dollars as filed
Intuit Inc.461202103COM4,043$2,761,005dollars as filed
SYNOPSYS INC COM871607107Stock3,383$1,669,138dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-25-110989this filing2025-11-13acceptance time not in the bulk data set