MIC Capital Management (UK)’s Recursion Pharmaceuticals RXRX Stock Holding History

MIC Capital Management (UK)’s Portfolio RXRX Stock Details RXRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.4M	Buy	9,644,033 +1	+0%	+$3	8.98%	3
2026 Q1	$29.6M	Hold	9,644,032	–	–	8.4%	4
2025 Q4	$39.4M	Hold	9,644,032	–	–	8.94%	4
2025 Q3	$47.1M	Hold	9,644,032	–	–	9.41%	3
2025 Q2	$48.8M	Hold	9,644,032	–	–	9.58%	3
2025 Q1	$51M	Sell	9,644,032 -1	-0%	-$7	10.39%	3
2024 Q4	$65.2M	Buy	9,644,033 +1,192,275	+14%	+$8.02M	9.23%	3
2024 Q3	$55.7M	Hold	8,451,758	–	–	7.73%	4
2024 Q2	$63.4M	Hold	8,451,758	–	–	13.78%	2
2024 Q1	$84.3M	Hold	8,451,758	–	–	16%	2
2023 Q4	$83.3M	Hold	8,451,758	–	–	16.17%	2
2023 Q3	$64.7M	Hold	8,451,758	–	–	14.74%	2
2023 Q2	$63.1M	Hold	8,451,758	–	–	12.84%	2
2023 Q1	$56.4M	Hold	8,451,758	–	–	10.75%	2
2022 Q4	$65.2M	Hold	8,451,758	–	–	12.86%	2
2022 Q3	$89.9M	Hold	8,451,758	–	–	16.21%	2
2022 Q2	$68.8M	Buy	8,451,758 +7,062,869	+509%	+$47.3M	13.46%	2
2022 Q1	$9.94M	Hold	1,388,889	–	–	1.94%	15
2021 Q4	$23.8M	Buy	+1,388,889	New	+$26.1M	4.55%	9

Other funds holding RXRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MIC Capital Management (UK)'s RXRX Position: Q2 2026 in Review

MIC Capital Management (UK) increased its Recursion Pharmaceuticals (RXRX) stake by 0% in Q2 2026, buying an estimated $3 and bringing the position to 9,644,033 shares worth $35.4M. The position accounts for 8.98% of the portfolio, ranked #3.

MIC Capital Management (UK) first reported a position in RXRX in Q4 2021 and has held it in 19 quarters since. The position peaked at $89.9M in Q3 2022. 341 funds tracked by Wall St. Rank hold RXRX as of Q2 2026.

MIC Capital Management (UK) held 9,644,033 shares of Recursion Pharmaceuticals worth $35.4M as of Q2 2026.
MIC Capital Management (UK) bought 1 Recursion Pharmaceuticals share in Q2 2026, an estimated $3.
Recursion Pharmaceuticals made up 8.98% of MIC Capital Management (UK)'s portfolio in Q2 2026, its #3 holding.
MIC Capital Management (UK) first reported a position in Recursion Pharmaceuticals in Q4 2021 and has held it in 19 quarters since.
MIC Capital Management (UK)'s Recursion Pharmaceuticals position peaked at $89.9M in Q3 2022.
341 funds tracked by Wall St. Rank held Recursion Pharmaceuticals as of Q2 2026.

Based on MIC Capital Management (UK)'s 13F filing for Q2 2026, filed 10 Aug 2026.