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
$1.33B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$41.7M
2 +$23.4M
3 +$22.7M
4
BIDU icon
Baidu
BIDU
+$21.7M
5
BKNG icon
Booking.com
BKNG
+$17.1M

Top Sells

1 +$63.1M
2 +$33M
3 +$26.8M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$25.1M
5
AVNR
AVANIR PHARMACEUTICALS, INC CL A
AVNR
+$23.8M

Sector Composition

1 Consumer Discretionary 48.59%
2 Communication Services 27.99%
3 Technology 8.95%
4 Industrials 5.49%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-450,000