MC
MIG Capital Portfolio holdings
AUM
$950M
1-Year Est. Return
17.89%
1 Year Est. Return
+17.89%
AUM
$950M
AUM Growth
+$164M
(+21%)
Holding
61
Top Buys
| 1 | +$63.2M | |
| 2 | +$39.1M | |
| 3 | +$17.5M | |
| 4 |
UnitedHealth
UNH
|
+$17.5M |
| 5 |
Amazon
AMZN
|
+$7.59M |
Top Sells
| 1 | +$22.5M | |
| 2 | +$16.3M | |
| 3 | +$16.1M | |
| 4 |
Celsius Holdings
CELH
|
+$12.3M |
| 5 |
Shake Shack
SHAK
|
+$9.04M |
Sector Composition
| 1 | Healthcare | 23.81% |
| 2 | Technology | 23.52% |
| 3 | Communication Services | 16.43% |
| 4 | Consumer Staples | 10.56% |
| 5 | Consumer Discretionary | 7.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Seagate
STX
$49.9B
| $3.62M | 0.37% |
25,080
+20,893
|
|
||
27
Micron Technology
MU
$246B
| $3.57M | 0.37% |
28,969
+20,528
|
|
||
28
Roblox
RBLX
$88.5B
| $3.45M | 0.36% |
32,799
+19,483
|
|
||
29
Western Digital
WDC
$44.4B
| $3.3M | 0.34% |
51,539
+43,218
|
|
||
30
Broadcom
AVGO
$1.67T
| $3.18M | 0.33% |
11,533
+7,843
|
|
||
31
Pinterest
PINS
$23.1B
| $3.15M | 0.32% |
87,752
+67,394
|
|
||
32
Zscaler
ZS
$51.1B
| $3.13M | 0.32% |
9,964
+5,467
|
|
||
33
Lam Research
LRCX
$191B
| $3.06M | 0.32% |
31,417
+22,921
|
|
||
34
KLA
KLAC
$156B
| $2.99M | 0.31% |
3,340
+2,378
|
|
||
35
TSMC
TSM
$1.53T
| $2.99M | 0.31% |
13,180
+10,019
|
|
||
36
Spotify
SPOT
$133B
| $2.92M | 0.3% |
3,806
+2,018
|
|
||
37
Datadog
DDOG
$54.6B
| $2.91M | 0.3% |
21,660
+7,347
|
|
||
38
Applied Materials
AMAT
$182B
| $2.77M | 0.29% |
15,157
+11,514
|
|
||
39
Shift4
FOUR
$5.23B
| $2.77M | 0.29% |
27,905
+21,770
|
|
||
40
TD Synnex
SNX
$12.6B
| $2.76M | 0.29% |
20,368
+15,063
|
|
||
41
MongoDB
MDB
$27.1B
| $2.75M | 0.28% |
13,117
+8,482
|
|
||
42
Shopify
SHOP
$225B
| $2.71M | 0.28% |
23,513
+15,675
|
|
||
43
Netflix
NFLX
$464B
| $2.7M | 0.28% |
2,014
+1,282
|
|
||
44
CrowdStrike
CRWD
$132B
| $2.67M | 0.28% |
5,235
+2,978
|
|
||
45
CyberArk
CYBR
$25.8B
| $2.61M | 0.27% |
6,415
+3,962
|
|
||
46
Mercado Libre
MELI
$110B
| $2.58M | 0.27% |
989
+611
|
|
||
47
Autodesk
ADSK
$66.6B
| $2.55M | 0.26% |
8,244
+5,952
|
|
||
|
ANSS
48
DELISTED
Ansys
ANSS
| $2.52M | 0.26% |
7,166
+5,235
|
|
||
49
NVIDIA
NVDA
$4.53T
| $2.5M | 0.26% |
+15,831
|
|
||
50
PTC
PTC
$24.5B
| $2.47M | 0.25% |
14,324
+10,819
|
|