MGM

Miura Global Management Portfolio holdings

AUM $67.9M
1-Year Est. Return 91.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+91.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$86.6M
2
+$60M
3
+$53.7M
4
WDAY icon
Workday
WDAY
+$41.3M
5
JD icon
JD.com
JD
+$39.9M

Top Sells

1
+$54.5M
2
+$40.9M
3
+$36.4M
4
VIPS icon
Vipshop
VIPS
+$23.5M
5
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$20.9M

Sector Composition

1 Consumer Discretionary 44.08%
2 Communication Services 34.55%
3 Technology 11.63%
4 Industrials 6.6%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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33
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