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
$925M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$43.7M
2 +$40.4M
3 +$20.7M
4
TCOM icon
Trip.com Group
TCOM
+$15.5M
5
MA icon
Mastercard
MA
+$12.9M

Sector Composition

1 Consumer Discretionary 45.49%
2 Communication Services 36.85%
3 Technology 12.34%
4 Industrials 3.14%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-143,600
27
-530,000
28
-173,000
29
-80,000