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
$778M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$72.8M
3
+$45M
4
TCOM icon
Trip.com Group
TCOM
+$15.5M
5
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$13.3M

Top Sells

1
+$47.2M
2
+$41.4M
3
+$31.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$25.8M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$24.6M

Sector Composition

1 Communication Services 50.18%
2 Consumer Discretionary 34.26%
3 Technology 11.2%
4 Financials 2.64%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$615K 0.08%
12,300
27
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28
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-1,900,800
29
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-205,600
30
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31
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-215,000
32
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-1,020,000
33
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34
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-115,000
35
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36
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-250,000
37
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-1,450,000
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