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
$1.24B
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$56.5M
2 +$49.6M
3 +$39.3M
4
CAR icon
Avis
CAR
+$19.2M
5
CPAY icon
Corpay
CPAY
+$19.2M

Top Sells

1 +$42.3M
2 +$32.2M
3 +$31.6M
4
NFLX icon
Netflix
NFLX
+$22M
5
WDAY icon
Workday
WDAY
+$20.6M

Sector Composition

1 Consumer Discretionary 49.67%
2 Communication Services 25.24%
3 Technology 12.28%
4 Industrials 7.73%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,500,000
27
-70,000