MGM

Miura Global Management Portfolio holdings

AUM $59.9M
1-Year Est. Return 67.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.9M
AUM Growth
-$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.89M
3
+$3.67M
4
RDDT icon
Reddit
RDDT
+$2.1M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.25M

Top Sells

1
+$5.76M
2
+$4.47M
3
+$1.96M
4
HOOD icon
Robinhood
HOOD
+$1.95M
5
PM icon
Philip Morris
PM
+$1.62M

Sector Composition

1 Communication Services 43.85%
2 Technology 27.38%
3 Consumer Discretionary 12.88%
4 Healthcare 8.76%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.64T
$11.9M 19.85%
18,000
+5,500
MSFT icon
2
Microsoft
MSFT
$2.92T
$9.67M 16.16%
20,000
NVDA icon
3
NVIDIA
NVDA
$4.31T
$6.71M 11.22%
36,000
-24,000
AMZN icon
4
Amazon
AMZN
$2.25T
$6.23M 10.41%
27,000
+17,000
BSX icon
5
Boston Scientific
BSX
$114B
$5.24M 8.76%
55,000
-15,000
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.77T
$4.7M 7.84%
+15,000
TTWO icon
7
Take-Two Interactive
TTWO
$39.2B
$3.84M 6.42%
15,000
+5,000
RDDT icon
8
Reddit
RDDT
$27.9B
$3.45M 5.76%
15,000
+10,000
IBKR icon
9
Interactive Brokers
IBKR
$31.7B
$2.57M 4.3%
40,000
HOOD icon
10
Robinhood
HOOD
$68.3B
$1.7M 2.83%
15,000
-15,000
RACE icon
11
Ferrari
RACE
$67.2B
$1.48M 2.47%
4,000
+2,000
WBD icon
12
Warner Bros
WBD
$69.9B
$1.44M 2.41%
+50,000
NFLX icon
13
Netflix
NFLX
$406B
$938K 1.57%
10,000
-10,000
IREN icon
14
Iris Energy
IREN
$13.6B
– –
-20,000
ORCL icon
15
Oracle
ORCL
$418B
– –
-8,250
PM icon
16
Philip Morris
PM
$291B
– –
-10,000
QQQ icon
17
Invesco QQQ Trust
QQQ
$397B
– –
0
TDG icon
18
TransDigm Group
TDG
$73.6B
– –
-1,000
WWW icon
19
Wolverine World Wide
WWW
$1.45B
– –
-285,000