The Analysis of MIG Capital, LLC's Holdings
Currently, MIG Capital, LLC holds 43 types of securities in its portfolio with a total value $682.0M. In the most recent quarter, they have increased their positions in AVGO (+87.2K shares, valued at $28.8M), TSM (+93.9K shares, valued at $26.2M), FLUT (+74.0K shares, valued at $18.8M); decreased their positions in LLY (-44.9K shares, valued at $34.3M), GOOG (-89.0K shares, valued at $21.7M), CELH (-355.4K shares, valued at $20.4M); initiated new positions in SMH (+52.3K shares, valued at $17.1M), RDDT (+27.4K shares, valued at $6.3M), COHR (+36.6K shares, valued at $3.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SHC SOTERA HEALTH CO4.2M shares-19.98%2025-09-302025-11-13
META META PLATFORMS INC79.5K shares0.00%2025-09-302025-11-13 CELH CELSIUS HLDGS INC955.2K shares-27.12%2025-09-302025-11-13 DXCM DEXCOM INC605.5K shares-16.38%2025-09-302025-11-13 MSFT MICROSOFT CORP70.8K shares0.00%2025-09-302025-11-13 CACC CREDIT ACCEP CORP MICH72.4K shares-37.14%2025-09-302025-11-13 AVGO BROADCOM INC98.8K shares756.51%2025-09-302025-11-13 KNF KNIFE RIVER CORP413.4K shares7.14%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD107.1K shares712.25%2025-09-302025-11-13 GOOG ALPHABET INC111.9K shares-44.29%2025-09-302025-11-13 QQQ INVESCO QQQ TR44.0K shares-37.92%2025-09-302025-11-13 WMS ADVANCED DRAIN SYS INC DEL179.9K shares-22.40%2025-09-302025-11-13 FLUT FLUTTER ENTMT PLC91.5K shares422.53%2025-09-302025-11-13 AMZN AMAZON COM INC93.1K shares-43.72%2025-09-302025-11-13 ELV ELEVANCE HEALTH INC FORMERLY56.5K shares-5.24%2025-09-302025-11-13 NOW SERVICENOW INC18.8K shares698.21%2025-09-302025-11-13 SMH VANECK ETF TRUST52.3K sharesnew addition2025-09-302025-11-13 LLY ELI LILLY & CO10.9K shares-80.52%2025-09-302025-11-13 WDC WESTERN DIGITAL CORP67.4K shares30.79%2025-09-302025-11-13 STX SEAGATE TECHNOLOGY HLDNGS PL32.1K shares28.19%2025-09-302025-11-13 RDDT REDDIT INC27.4K sharesnew addition2025-09-302025-11-13 MU MICRON TECHNOLOGY INC37.2K shares28.43%2025-09-302025-11-13 RBLX ROBLOX CORP42.5K shares29.59%2025-09-302025-11-13 MDB MONGODB INC18.0K shares36.95%2025-09-302025-11-13 LRCX LAM RESEARCH CORP41.6K shares32.40%2025-09-302025-11-13 SHOP SHOPIFY INC32.6K shares38.62%2025-09-302025-11-13 KLAC KLA CORP4.4K shares33.08%2025-09-302025-11-13 SNX TD SYNNEX CORPORATION27.6K shares35.48%2025-09-302025-11-13 ORCL ORACLE CORP15.2K shares39.94%2025-09-302025-11-13 AMAT APPLIED MATLS INC20.4K shares34.32%2025-09-302025-11-13 NVDA NVIDIA CORPORATION22.2K shares39.97%2025-09-302025-11-13 DDOG DATADOG INC28.8K shares32.81%2025-09-302025-11-13 PTC PTC INC19.9K shares38.84%2025-09-302025-11-13 ZS ZSCALER INC13.2K shares32.89%2025-09-302025-11-13 COHR COHERENT CORP36.6K sharesnew addition2025-09-302025-11-13 ADSK AUTODESK INC11.6K shares40.61%2025-09-302025-11-13 SPOT SPOTIFY TECHNOLOGY S A5.2K shares37.26%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC7.3K shares38.57%2025-09-302025-11-13 SNOW SNOWFLAKE INC15.6K shares41.85%2025-09-302025-11-13 NFLX NETFLIX INC2.8K shares39.82%2025-09-302025-11-13 MELI MERCADOLIBRE INC1.4K shares42.37%2025-09-302025-11-13 INTU INTUIT4.0K shares48.31%2025-09-302025-11-13 SNPS SYNOPSYS INC3.4K sharesnew addition2025-09-302025-11-13 Call Option Holdings
ELV Call CallELEVANCE HEALTH INC FORMERLY20.0K shares0.00%2025-09-302025-11-13 Put Option Holdings
No put option holdings data available