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

Top Buys

1 +$73.8M
2 +$41M
3 +$28.4M
4
CAR icon
Avis
CAR
+$21.9M
5
CPAY icon
Corpay
CPAY
+$18.6M

Top Sells

1 +$41.9M
2 +$31M
3 +$29.3M
4
NFLX icon
Netflix
NFLX
+$22M
5
WDAY icon
Workday
WDAY
+$21.3M

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