MGM

Miura Global Management Portfolio holdings

AUM $67.9M
1-Year Est. Return 91.04%
This Quarter Est. Return
1 Year Est. Return
+91.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.9M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$4.88M
3
+$2.75M
4
ORCL icon
Oracle
ORCL
+$2.32M
5
RDDT icon
Reddit
RDDT
+$1.15M

Top Sells

1
+$15.5M
2
+$7.46M
3
+$4.04M
4
SE icon
Sea Limited
SE
+$4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.43M

Sector Composition

1 Technology 35.14%
2 Communication Services 22.54%
3 Consumer Discretionary 16.17%
4 Financials 11.76%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.3T
$11.2M 16.48%
60,000
-40,000
MSFT icon
2
Microsoft
MSFT
$3.66T
$10.4M 15.25%
20,000
-30,000
META icon
3
Meta Platforms (Facebook)
META
$1.63T
$9.18M 13.51%
12,500
-5,500
WWW icon
4
Wolverine World Wide
WWW
$1.33B
$7.82M 11.51%
+285,000
BSX icon
5
Boston Scientific
BSX
$151B
$6.83M 10.06%
70,000
+50,000
HOOD icon
6
Robinhood
HOOD
$116B
$4.3M 6.32%
30,000
IBKR icon
7
Interactive Brokers
IBKR
$29B
$2.75M 4.05%
+40,000
TTWO icon
8
Take-Two Interactive
TTWO
$45.5B
$2.58M 3.8%
10,000
NFLX icon
9
Netflix
NFLX
$456B
$2.4M 3.53%
20,000
-15,000
ORCL icon
10
Oracle
ORCL
$576B
$2.32M 3.42%
+8,250
AMZN icon
11
Amazon
AMZN
$2.49T
$2.2M 3.23%
10,000
-10,000
PM icon
12
Philip Morris
PM
$245B
$1.62M 2.39%
10,000
-10,000
TDG icon
13
TransDigm Group
TDG
$76.6B
$1.32M 1.94%
1,000
-1,500
RDDT icon
14
Reddit
RDDT
$41B
$1.15M 1.69%
+5,000
RACE icon
15
Ferrari
RACE
$69.5B
$970K 1.43%
2,000
-1,000
IREN icon
16
Iris Energy
IREN
$13.6B
$939K 1.38%
+20,000
AEVA
17
Aeva Technologies
AEVA
$670M
– –
-5,000
AUR icon
18
Aurora
AUR
$8.11B
– –
-100,000
BIRK icon
19
Birkenstock
BIRK
$7.97B
– –
-15,000
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.11T
– –
-5,000
EMBJ
21
Embraer S.A. ADS
EMBJ
$11.5B
– –
-30,000
ONON icon
22
On Holding
ONON
$14.5B
– –
-10,000
SE icon
23
Sea Limited
SE
$82.3B
– –
-25,000
SPRY icon
24
ARS Pharmaceuticals
SPRY
$943M
– –
-50,000
RBRK icon
25
Rubrik
RBRK
$13.7B
– –
-20,000
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