MGM

Miura Global Management Portfolio holdings

AUM $93.1M
1-Year Est. Return 80.03%
This Quarter Est. Return
1 Year Est. Return
+80.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$67.2M
2 +$60.6M
3 +$55.3M
4
CHTR icon
Charter Communications
CHTR
+$49.5M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$47.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 40.29%
2 Communication Services 31.81%
3 Healthcare 11.9%
4 Technology 7.19%
5 Financials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.76M 0.62%
+50,000
27
$3.94M 0.51%
+64,933
28
$2.11M 0.27%
+143,600
29
$1.86M 0.24%
+77,000
30
$1.58M 0.21%
+500,000
31
$1.12M 0.15%
+80,000
32
$722K 0.09%
+12,300