MIG Capital, LLC
- SEC CIK
- 0001425649
- Latest filing
- Feb 17, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 24
- No 13F data for Q4 2020
- Portfolio value
- $1.01B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GRPNGroupon, Inc. | COM NEW | 1,354,931 | $68.5M | 6.8% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 502,011 | $62.9M | 6.2% | – | – | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 887,711 | $61.0M | 6.0% | – | – | History |
| MAMastercard Inc | Stock | 169,927 | $60.5M | 6.0% | – | – | History |
| AWIArmstrong World Industries Inc | COM | 652,005 | $58.7M | 5.8% | – | – | History |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 6,307,653 | $55.9M | 5.5% | – | – | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 2,157,590 | $55.1M | 5.4% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 381,807 | $53.7M | 5.3% | – | – | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 488,488 | $50.5M | 5.0% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 755,621 | $49.3M | 4.9% | – | – | History |
| CRMSalesforce, Inc. | Stock | 208,781 | $44.2M | 4.4% | – | – | History |
| DTDynatrace, Inc. | Stock | 896,964 | $43.3M | 4.3% | – | – | History |
| EPAYBottomline Technologies Inc | COM | 955,582 | $43.2M | 4.3% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 901,031 | $42.4M | 4.2% | – | – | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 1,532,076 | $42.3M | 4.2% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 172,558 | $41.9M | 4.1% | – | – | History |
| RHRH | COM | 68,303 | $40.7M | 4.0% | – | – | History |
| BALLBALL Corp | COM | 450,121 | $38.1M | 3.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 139,347 | $32.9M | 3.2% | – | – | History |
| ROOTRoot, Inc. | COM CL A | 1,583,027 | $20.2M | 2.0% | – | – | History |
| SNOWSnowflake Inc. | Stock | 66,749 | $15.3M | 1.5% | – | – | History |
| ALITAlight, Inc. / Delaware | COM CL A | 1,185,884 | $11.9M | 1.2% | – | – | History |
| Apollo Strategic Growth CaptG0411R106 | SHS CL A | 1,176,388 | $11.6M | 1.1% | – | – | – |
| GSATGlobalstar, Inc. | COM | 7,623,381 | $10.3M | 1.0% | – | – | History |