MIG Capital, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 21 quarters from 2013-06-30 to 2025-12-31, MIG Capital, LLC opened 199 positions, added to 99, reduced 73 and sold out of 171.
- Q4 2025: Stock NFLX; Country of operation United States; Class COM; Shares before 2,816.
- Q4 2025: Stock CRWD; Country of operation United States; Class CL A; Shares before 7,254.
- Q1 2025: Stock CRM; Country of operation United States; Class COM; Shares before 1,000.
- Q1 2025: Stock CELH; Country of operation United States; Class COM NEW; Shares before 1,104,652.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1425649), 21 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q4 2025 | NFLX NETFLIX INC | United States | COM | 2,816 | 28,160 | +25,344 | $3,376,159 | $2,640,282 | -$735,877 | 2026-02-17 |
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| Q4 2025 | CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 7,254 | 8,278 | +1,024 | $3,557,217 | $3,880,395 | +$323,178 | 2026-02-17 |
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| Q1 2025 | CRM SALESFORCE INC | United States | COM | 1,000 | 108,200 | +107,200 | $334,330 | $29,036,552 | +$28,702,222 | 2025-05-14 |
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| Q1 2025 | CELH CELSIUS HLDGS INC | United States | COM NEW | 1,104,652 | 1,575,939 | +471,287 | $29,096,534 | $56,134,947 | +$27,038,413 | 2025-05-14 |
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| Q1 2025 | CFLT CONFLUENT INC | United States | CLASS A COM | 965,904 | 1,073,354 | +107,450 | $27,006,676 | $25,159,418 | -$1,847,258 | 2025-05-14 |
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| Q1 2025 | AMZN AMAZON COM INC | United States | COM | 121,068 | 130,894 | +9,826 | $26,561,109 | $24,903,892 | -$1,657,217 | 2025-05-14 |
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| Q1 2025 | DDOG DATADOG INC | United States | CL A COM | 2,286 | 14,313 | +12,027 | $326,647 | $1,419,993 | +$1,093,346 | 2025-05-14 |
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| Q1 2025 | NOW SERVICENOW INC | United States | COM | 311 | 1,402 | +1,091 | $329,697 | $1,116,188 | +$786,491 | 2025-05-14 |
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| Q1 2025 | SPOT SPOTIFY TECHNOLOGY S A | | SHS | 739 | 1,788 | +1,049 | $330,614 | $983,454 | +$652,840 | 2025-05-14 |
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| Q1 2025 | ZS ZSCALER INC | United States | COM | 1,825 | 4,497 | +2,672 | $329,248 | $892,295 | +$563,047 | 2025-05-14 |
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| Q1 2025 | CYBR CYBERARK SOFTWARE LTD | | SHS | 1,063 | 2,453 | +1,390 | $354,138 | $829,114 | +$474,976 | 2025-05-14 |
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| Q1 2025 | CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 952 | 2,257 | +1,305 | $325,736 | $795,773 | +$470,037 | 2025-05-14 |
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| Q1 2025 | RBLX ROBLOX CORP | United States | CL A | 5,714 | 13,316 | +7,602 | $330,612 | $776,190 | +$445,578 | 2025-05-14 |
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| Q1 2025 | SHOP SHOPIFY INC | | CL A | 3,130 | 7,838 | +4,708 | $332,813 | $748,372 | +$415,559 | 2025-05-14 |
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| Q1 2025 | MU MICRON TECHNOLOGY INC | United States | COM | 3,846 | 8,441 | +4,595 | $323,679 | $733,438 | +$409,759 | 2025-05-14 |
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| Q1 2025 | HUBS HUBSPOT INC | United States | COM | 477 | 1,181 | +704 | $332,359 | $674,693 | +$342,334 | 2025-05-14 |
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| Q1 2025 | GTLB GITLAB INC | United States | CLASS A COM | 5,995 | 13,571 | +7,576 | $337,818 | $637,837 | +$300,019 | 2025-05-14 |
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| Q1 2025 | AVGO BROADCOM INC | United States | COM | 1,536 | 3,690 | +2,154 | $356,106 | $617,817 | +$261,711 | 2025-05-14 |
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| Q4 2024 | LLY ELI LILLY & CO | United States | COM | 20,581 | 65,936 | +45,355 | $18,233,531 | $50,902,592 | +$32,669,061 | 2025-02-13 |
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| Q4 2024 | WDAY WORKDAY INC | United States | CL A | 68,866 | 125,204 | +56,338 | $16,831,539 | $32,306,388 | +$15,474,849 | 2025-02-13 |
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| Q4 2024 | GOOG ALPHABET INC | United States | CAP STK CL C | 155,669 | 209,288 | +53,619 | $26,026,300 | $39,856,807 | +$13,830,507 | 2025-02-13 |
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| Q4 2024 | ELV ELEVANCE HEALTH INC | United States | COM | 94,458 | 99,598 | +5,140 | $49,118,160 | $36,741,702 | -$12,376,458 | 2025-02-13 |
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| Q4 2024 | CACC CREDIT ACCEP CORP MICH | United States | COM | 116,491 | 126,467 | +9,976 | $51,654,439 | $59,371,198 | +$7,716,759 | 2025-02-13 |
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| Q4 2024 | WMS ADVANCED DRAIN SYS INC DEL | United States | COM | 158,954 | 231,817 | +72,863 | $24,981,211 | $26,798,045 | +$1,816,834 | 2025-02-13 |
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| Q4 2024 | CELH CELSIUS HLDGS INC | United States | COM NEW | 968,057 | 1,104,652 | +136,595 | $30,358,268 | $29,096,534 | -$1,261,734 | 2025-02-13 |
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| Q3 2024 | PM PHILIP MORRIS INTL INC | United States | COM | 168,383 | 330,142 | +161,759 | $17,062,249 | $40,079,239 | +$23,016,990 | 2024-11-14 |
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| Q3 2024 | DXCM DEXCOM INC | United States | COM | 567,500 | 859,627 | +292,127 | $64,343,150 | $57,629,394 | -$6,713,756 | 2024-11-14 |
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| Q3 2024 | CACC CREDIT ACCEP CORP MICH | United States | COM | 98,140 | 116,491 | +18,351 | $50,510,695 | $51,654,439 | +$1,143,744 | 2024-11-14 |
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| Q2 2024 | CACC CREDIT ACCEP CORP MICH | United States | COM | 66,635 | 98,140 | +31,505 | $36,752,534 | $50,510,695 | +$13,758,161 | 2024-08-13 |
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| Q2 2024 | SHC SOTERA HEALTH CO | United States | COM | 5,035,451 | 6,058,760 | +1,023,309 | $60,475,767 | $71,917,481 | +$11,441,714 | 2024-08-13 |
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| Q2 2024 | GOOG ALPHABET INC | United States | CAP STK CL C | 122,070 | 155,669 | +33,599 | $18,586,378 | $28,552,808 | +$9,966,430 | 2024-08-13 |
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| Q2 2024 | KNF KNIFE RIVER CORP | United States | COMMON STOCK | 475,583 | 644,926 | +169,343 | $38,560,270 | $45,235,110 | +$6,674,840 | 2024-08-13 |
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| Q2 2024 | CCOI COGENT COMMUNICATIONS HLDGS | United States | COM NEW | 1,013,372 | 1,259,811 | +246,439 | $66,203,593 | $71,103,733 | +$4,900,140 | 2024-08-13 |
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| Q2 2024 | EWCZ EUROPEAN WAX CTR INC | | CLASS A COM | 2,073,988 | 2,847,237 | +773,249 | $26,920,364 | $28,273,063 | +$1,352,699 | 2024-08-13 |
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| Q1 2024 | KNF KNIFE RIVER CORP | United States | COMMON STOCK | 415,642 | 475,583 | +59,941 | $27,507,188 | $38,560,270 | +$11,053,082 | 2024-05-14 |
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| Q1 2024 | SHC SOTERA HEALTH CO | United States | COM | 4,171,689 | 5,035,451 | +863,762 | $70,292,960 | $60,475,767 | -$9,817,193 | 2024-05-14 |
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| Q1 2024 | CCOI COGENT COMMUNICATIONS HLDGS | United States | COM NEW | 820,249 | 1,013,372 | +193,123 | $62,388,139 | $66,203,593 | +$3,815,454 | 2024-05-14 |
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| Q1 2024 | EWCZ EUROPEAN WAX CTR INC | | CLASS A COM | 2,037,996 | 2,073,988 | +35,992 | $27,696,366 | $26,920,364 | -$776,002 | 2024-05-14 |
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| Q3 2016 | CCOI COGENT COMMUNICATIONS HLDGS | United States | COM NEW | 719,050 | 1,104,200 | +385,150 | $28,805,000 | $40,646,000 | +$11,841,000 | 2016-11-14 |
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| Q3 2016 | CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 49,100 | 64,000 | +14,900 | $19,776,000 | $27,104,000 | +$7,328,000 | 2016-11-14 |
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| Q3 2016 | AAPL APPLE INC | United States | COM | 303,000 | 315,000 | +12,000 | $28,967,000 | $35,611,000 | +$6,644,000 | 2016-11-14 |
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| Q3 2016 | JPM JPMORGAN CHASE & CO | United States | COM | 246,947 | 327,000 | +80,053 | $15,345,000 | $21,775,000 | +$6,430,000 | 2016-11-14 |
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| Q3 2016 | SCHW SCHWAB CHARLES CORP NEW | United States | COM | 636,300 | 706,000 | +69,700 | $16,105,000 | $22,288,000 | +$6,183,000 | 2016-11-14 |
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| Q3 2016 | VSAT VIASAT INC | United States | COM | 366,045 | 425,000 | +58,955 | $26,136,000 | $31,726,000 | +$5,590,000 | 2016-11-14 |
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| Q3 2016 | CCI CROWN CASTLE INTL CORP NEW | United States | COM | 297,000 | 316,878 | +19,878 | $30,125,000 | $29,853,000 | -$272,000 | 2016-11-14 |
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| Q2 2016 | RCL ROYAL CARIBBEAN CRUISES LTD | United States | COM | 411,000 | 460,000 | +49,000 | $33,764,000 | $30,889,000 | -$2,875,000 | 2016-08-15 |
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| Q2 2016 | AAPL APPLE INC | United States | COM | 282,000 | 303,000 | +21,000 | $30,735,000 | $28,967,000 | -$1,768,000 | 2016-08-15 |
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| Q2 2016 | GOOG ALPHABET INC | United States | CAP STK CL C | 24,000 | 24,600 | +600 | $17,879,000 | $17,026,000 | -$853,000 | 2016-08-15 |
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| Q1 2016 | RCL ROYAL CARIBBEAN CRUISES LTD | United States | COM | 212,793 | 411,000 | +198,207 | $21,537,000 | $33,764,000 | +$12,227,000 | 2016-05-16 |
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| Q1 2016 | HOG HARLEY DAVIDSON INC | United States | COM | 518,176 | 673,828 | +155,652 | $23,520,000 | $34,588,000 | +$11,068,000 | 2016-05-16 |
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| Q1 2016 | AAPL APPLE INC | United States | COM | 209,859 | 282,000 | +72,141 | $22,090,000 | $30,735,000 | +$8,645,000 | 2016-05-16 |
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| Q1 2016 | CPRT COPART INC | United States | COM | 744,692 | 836,438 | +91,746 | $28,306,000 | $34,102,000 | +$5,796,000 | 2016-05-16 |
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| Q1 2016 | JPM JP MORGAN CHASE & CO | United States | COM | 195,000 | 288,000 | +93,000 | $12,876,000 | $17,055,000 | +$4,179,000 | 2016-05-16 |
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| Q1 2016 | SCHW SCHWAB CHARLES CORP NEW | United States | COM | 571,800 | 791,000 | +219,200 | $18,829,000 | $22,164,000 | +$3,335,000 | 2016-05-16 |
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| Q1 2016 | GOOG ALPHABET INC. | United States | CAP STK CL C | 19,553 | 24,000 | +4,447 | $14,838,000 | $17,879,000 | +$3,041,000 | 2016-05-16 |
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| Q1 2016 | ETR ENTERGY CORP NEW | United States | COM | 3,298 | 3,434 | +136 | $225,000 | $272,000 | +$47,000 | 2016-05-16 |
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| Q4 2015 | CPRT COPART INC | United States | COM | 636,800 | 744,692 | +107,892 | $20,951,000 | $28,306,000 | +$7,355,000 | 2016-02-16 |
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| Q4 2015 | CCOI COGENT COMMUNICATIONS HLDGS | United States | COM NEW | 655,000 | 719,050 | +64,050 | $17,790,000 | $24,944,000 | +$7,154,000 | 2016-02-16 |
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| Q4 2015 | MSFT MICROSOFT CORP | United States | COM | 344,000 | 361,600 | +17,600 | $15,225,000 | $20,062,000 | +$4,837,000 | 2016-02-16 |
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| Q4 2015 | HOG HARLEY DAVIDSON INC | United States | COM | 507,000 | 518,176 | +11,176 | $27,834,000 | $23,520,000 | -$4,314,000 | 2016-02-16 |
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| Q4 2015 | TXRH TEXAS ROADHOUSE INC | United States | COM | 299,500 | 425,000 | +125,500 | $11,141,000 | $15,202,000 | +$4,061,000 | 2016-02-16 |
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| Q4 2015 | SCHW SCHWAB CHARLES CORP NEW | United States | COM | 525,000 | 571,800 | +46,800 | $14,994,000 | $18,829,000 | +$3,835,000 | 2016-02-16 |
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| Q4 2015 | AAPL APPLE INC | United States | COM | 167,500 | 209,859 | +42,359 | $18,475,000 | $22,090,000 | +$3,615,000 | 2016-02-16 |
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| Q4 2015 | JPM JP MORGAN CHASE & CO | United States | COM | 189,400 | 195,000 | +5,600 | $11,548,000 | $12,876,000 | +$1,328,000 | 2016-02-16 |
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| Q4 2015 | MO ALTRIA GROUP INC | United States | COM | 4,101 | 4,930 | +829 | $223,000 | $287,000 | +$64,000 | 2016-02-16 |
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| Q4 2015 | LMT LOCKHEED MARTIN CORP | United States | COM | 1,117 | 1,181 | +64 | $232,000 | $256,000 | +$24,000 | 2016-02-16 |
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| Q3 2015 | HOG HARLEY DAVIDSON INC | United States | COM | 360,733 | 507,000 | +146,267 | $20,327,000 | $27,834,000 | +$7,507,000 | 2015-11-16 |
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| Q3 2015 | SCHW SCHWAB CHARLES CORP NEW | United States | COM | 353,300 | 525,000 | +171,700 | $11,535,000 | $14,994,000 | +$3,459,000 | 2015-11-16 |
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| Q3 2015 | RCL ROYAL CARRIBBEAN CRUISES LTD | United States | COM | 245,100 | 253,293 | +8,193 | $19,287,000 | $22,566,000 | +$3,279,000 | 2015-11-16 |
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| Q3 2015 | CCOI COGENT COMMUNICATIONS HLDGS | United States | COM NEW | 555,000 | 655,000 | +100,000 | $18,781,000 | $17,790,000 | -$991,000 | 2015-11-16 |
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| Q3 2015 | C CITIGROUP INC | United States | COM NEW | 4,065 | 4,440 | +375 | $225,000 | $220,000 | -$5,000 | 2015-11-16 |
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| Q2 2015 | RCL ROYAL CARIBBEAN CRUISES LTD | United States | COM | 137,000 | 245,100 | +108,100 | $11,213,000 | $19,287,000 | +$8,074,000 | 2015-08-14 |
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| Q2 2015 | TXRH TEXAS ROADHOUSE INC | United States | COM | 287,000 | 395,400 | +108,400 | $10,455,000 | $14,800,000 | +$4,345,000 | 2015-08-14 |
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| Q2 2015 | BJRI BJS RESTAURANTS INC | United States | COM | 395,000 | 497,000 | +102,000 | $19,928,000 | $24,080,000 | +$4,152,000 | 2015-08-14 |
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| Q2 2015 | MSFT MICROSOFT CORP | United States | COM | 291,000 | 344,000 | +53,000 | $11,831,000 | $15,188,000 | +$3,357,000 | 2015-08-14 |
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| Q2 2015 | SBUX STARBUCKS CORP | United States | COM | 148,400 | 296,800 | +148,400 | $14,053,000 | $15,913,000 | +$1,860,000 | 2015-08-14 |
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| Q2 2015 | CCOI COGENT COMMUNICATIONS HLDGS | United States | COM NEW | 480,200 | 555,000 | +74,800 | $16,965,000 | $18,781,000 | +$1,816,000 | 2015-08-14 |
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| Q2 2015 | MO ALTRIA GROUP INC | United States | COM | 4,379 | 4,589 | +210 | $219,000 | $224,000 | +$5,000 | 2015-08-14 |
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| Q1 2015 | CCOI COGENT COMMUNICATIONS HLDGS | United States | COM NEW | 382,500 | 480,200 | +97,700 | $13,537,000 | $16,965,000 | +$3,428,000 | 2015-05-15 |
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| Q1 2015 | MSFT MICROSOFT CORP | United States | COM | 270,000 | 291,000 | +21,000 | $12,542,000 | $11,831,000 | -$711,000 | 2015-05-15 |
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| Q1 2015 | MO ALTRIA GROUP INC | United States | COM | 4,188 | 4,379 | +191 | $206,000 | $219,000 | +$13,000 | 2015-05-15 |
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| Q4 2014 | VSAT VIASAT INC | United States | COM | 571,000 | 641,697 | +70,697 | $31,474,000 | $40,446,000 | +$8,972,000 | 2015-02-13 |
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| Q4 2014 | ULTA ULTA SALON COSMETCS & FRAG I | United States | COM | 130,130 | 158,000 | +27,870 | $15,377,000 | $20,199,000 | +$4,822,000 | 2015-02-13 |
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| Q4 2014 | CCOI COGENT COMMUNICATIONS HLDGS | United States | COM NEW | 275,000 | 382,500 | +107,500 | $9,243,000 | $13,537,000 | +$4,294,000 | 2015-02-13 |
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| Q3 2014 | ULTA ULTA SALON COSMETCS & FRAG I | United States | COM | 100,000 | 130,130 | +30,130 | $9,141,000 | $15,377,000 | +$6,236,000 | 2014-11-14 |
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| Q3 2014 | TXRH TEXAS ROADHOUSE INC | United States | COM | 335,000 | 403,500 | +68,500 | $8,710,000 | $11,233,000 | +$2,523,000 | 2014-11-14 |
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| Q3 2014 | MSFT MICROSOFT CORP | United States | COM | 255,444 | 270,000 | +14,556 | $10,652,000 | $12,517,000 | +$1,865,000 | 2014-11-14 |
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| Q3 2014 | VSAT VIASAT INC | United States | COM | 570,900 | 571,000 | +100 | $33,089,000 | $31,474,000 | -$1,615,000 | 2014-11-14 |
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| Q3 2014 | HCKT HACKETT GROUP INC | United States | COM | 965,401 | 1,042,318 | +76,917 | $5,763,000 | $6,212,000 | +$449,000 | 2014-11-14 |
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| Q2 2014 | AAPL APPLE INC | United States | COM | 26,600 | 186,200 | +159,600 | $14,277,000 | $17,304,000 | +$3,027,000 | 2014-08-14 |
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| Q2 2014 | HCKT HACKETT GROUP INC | United States | COM | 511,778 | 965,401 | +453,623 | $3,060,000 | $5,763,000 | +$2,703,000 | 2014-08-14 |
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| Q2 2014 | VSAT VIASAT INC | United States | COM | 510,000 | 570,900 | +60,900 | $35,210,000 | $33,089,000 | -$2,121,000 | 2014-08-14 |
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| Q2 2014 | MSFT MICROSOFT CORP | United States | COM | 253,000 | 255,444 | +2,444 | $10,370,000 | $10,652,000 | +$282,000 | 2014-08-14 |
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| Q2 2014 | TXRH TEXAS ROADHOUSE INC | United States | COM | 328,293 | 335,000 | +6,707 | $8,562,000 | $8,710,000 | +$148,000 | 2014-08-14 |
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| Q2 2014 | LMT LOCKHEED MARTIN CORP | United States | COM | 1,287 | 1,491 | +204 | $210,000 | $240,000 | +$30,000 | 2014-08-14 |
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| Q1 2014 | UPBD RENT A CTR INC NEW | United States | COM | 259,000 | 326,000 | +67,000 | $8,635,000 | $8,672,000 | +$37,000 | 2014-05-15 |
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| Q4 2013 | VSAT VIASAT INC | United States | COM | 521,698 | 570,000 | +48,302 | $33,201,000 | $35,711,000 | +$2,510,000 | 2014-02-13 |
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| Q4 2013 | UPBD RENT A CTR INC NEW | United States | COM | 212,826 | 259,000 | +46,174 | $8,111,000 | $8,635,000 | +$524,000 | 2014-02-13 |
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| Q3 2013 | VSAT VIASAT INC | United States | COM | 482,000 | 521,698 | +39,698 | $34,444,000 | $33,201,000 | -$1,243,000 | 2013-11-14 |
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