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
$769M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$55.2M
3
+$46.2M
4
RH icon
RH
RH
+$44.4M
5
CHTR icon
Charter Communications
CHTR
+$43.9M

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
1
2