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
CRWV
26
CoreWeave Inc
CRWV
$36.4B
-6,000