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
$1.3B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$57.2M
3
+$49.3M
4
JD icon
JD.com
JD
+$36.5M
5
WDAY icon
Workday
WDAY
+$36.2M

Top Sells

1
+$54.5M
2
+$40.9M
3
+$34.2M
4
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$20.9M
5
TMUS icon
T-Mobile US
TMUS
+$20.6M

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
26
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27
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28
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-77,000
29
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30
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31
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32
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-30,000
33
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-1,705,000
34
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35
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-54,933
36
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-54,000
37
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