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

Top Buys

1
+$65.9M
2
+$58.3M
3
+$24.4M
4
SIRI icon
SiriusXM
SIRI
+$22M
5
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$17.5M

Top Sells

1
+$40.4M
2
+$40.2M
3
+$20.7M
4
TCOM icon
Trip.com Group
TCOM
+$15.5M
5
MA icon
Mastercard
MA
+$11.5M

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
1
2