The Analysis of MIG Capital, LLC's Holdings
Currently, MIG Capital, LLC holds 43 types of securities in its portfolio with a total value $589.4M. In the most recent quarter, they have increased their positions in CCOI (+569.2K shares, valued at $12.3M), CIEN (+19.0K shares, valued at $4.5M), PANW (+14.5K shares, valued at $2.7M); decreased their positions in SHC (-2.3M shares, valued at $39.9M), TSM (-40.4K shares, valued at $12.3M), CELH (-213.4K shares, valued at $9.8M); initiated new positions in CCOI (+569.2K shares, valued at $12.3M), CIEN (+19.0K shares, valued at $4.5M), PANW (+14.5K shares, valued at $2.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
META META PLATFORMS INC79.5K shares0.00%2025-12-312026-02-17
DXCM DEXCOM INC605.5K shares0.00%2025-12-312026-02-17 SHC SOTERA HEALTH CO2.0M shares-53.52%2025-12-312026-02-17 MSFT MICROSOFT CORP70.8K shares0.00%2025-12-312026-02-17 CELH CELSIUS HLDGS INC741.8K shares-22.34%2025-12-312026-02-17 ALPHABET INC ALPHABET INC103.9K shares-7.20%2025-12-312026-02-17 CACC CREDIT ACCEP CORP MICH69.7K shares-3.76%2025-12-312026-02-17 KNF KNIFE RIVER CORP413.4K shares0.00%2025-12-312026-02-17 BROADCOM INC BROADCOM INC80.3K shares-18.69%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD66.7K shares-37.72%2025-12-312026-02-17 FLUT FLUTTER ENTMT PLC91.5K shares0.00%2025-12-312026-02-17 AMZN AMAZON COM INC82.6K shares-11.33%2025-12-312026-02-17 SMH VANECK ETF TRUST52.3K shares0.00%2025-12-312026-02-17 WMS ADVANCED DRAIN SYS INC DEL119.7K shares-33.45%2025-12-312026-02-17 CCOI COGENT COMMUNICATIONS HLDGS569.2K sharesnew addition2025-12-312026-02-17 LLY ELI LILLY & CO10.9K shares0.00%2025-12-312026-02-17 WDC WESTERN DIGITAL CORP67.4K shares0.00%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC37.2K shares0.00%2025-12-312026-02-17 MDB MONGODB INC18.0K shares0.00%2025-12-312026-02-17 RDDT REDDIT INC27.4K shares0.00%2025-12-312026-02-17 KLAC KLA CORP4.4K shares0.00%2025-12-312026-02-17 SHOP SHOPIFY INC32.6K shares0.00%2025-12-312026-02-17 AMAT APPLIED MATLS INC20.4K shares0.00%2025-12-312026-02-17 CIEN CIENA CORP19.0K sharesnew addition2025-12-312026-02-17 SNX TD SYNNEX CORPORATION27.6K shares0.00%2025-12-312026-02-17 NVDA NVIDIA CORPORATION22.2K shares0.00%2025-12-312026-02-17 DDOG DATADOG INC28.8K shares0.00%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC8.3K shares14.12%2025-12-312026-02-17 PTC PTC INC19.9K shares0.00%2025-12-312026-02-17 RBLX ROBLOX CORP42.5K shares0.00%2025-12-312026-02-17 ADSK AUTODESK INC11.6K shares0.00%2025-12-312026-02-17 SNOW SNOWFLAKE INC15.6K shares0.00%2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A5.2K shares0.00%2025-12-312026-02-17 ZS ZSCALER INC13.2K shares0.00%2025-12-312026-02-17 ORCL ORACLE CORP15.2K shares0.00%2025-12-312026-02-17 PANW PALO ALTO NETWORKS INC14.5K sharesnew addition2025-12-312026-02-17 NFLX NETFLIX INC28.2K shares900.00%2025-12-312026-02-17 NOW SERVICENOW INC16.8K shares-10.42%2025-12-312026-02-17 SNPS SYNOPSYS INC3.4K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available