MGM

Miura Global Management Portfolio holdings

AUM $67.9M
1-Year Est. Return 91.04%
This Quarter Est. Return
1 Year Est. Return
+91.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$29.9M
3
+$20.6M
4
SFUN
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
+$20.5M
5
WDAY icon
Workday
WDAY
+$17.4M

Top Sells

1
+$79.9M
2
+$39.4M
3
+$16.9M
4
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$15.9M
5
MA icon
Mastercard
MA
+$12.5M

Sector Composition

1 Communication Services 39.55%
2 Consumer Discretionary 39.25%
3 Technology 12.51%
4 Healthcare 3.64%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 0.53%
+223,380
27
$5.29M 0.5%
+120,000
28
$4.7M 0.45%
54,933
29
$1.81M 0.17%
77,000
30
$1.59M 0.15%
750,000
31
$892K 0.09%
12,300
32
– –
-800,000
33
– –
-937,910
34
– –
-150,000
35
– –
-1,130,000
1
2