MGM
Miura Global Management Portfolio holdings
AUM
$93.1M
This Quarter Return
+12.14%
1 Year Return
+80.03%
3 Year Return
+396.19%
5 Year Return
+721.65%
10 Year Return
+3,991.34%
AUM
$1.33B
AUM Growth
+$1.33B
(+7.7%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
72.62%
Holding
26
New
4
Increased
11
Reduced
6
Closed
4
Top Buys
| 1 |
Constellation Brands
STZ
|
$41.7M |
| 2 |
Meta Platforms (Facebook)
META
|
$23.4M |
| 3 |
WWAV
The WhiteWave Foods Company
WWAV
|
$22.7M |
| 4 |
Baidu
BIDU
|
$21.7M |
| 5 |
Booking.com
BKNG
|
$17.1M |
Top Sells
| 1 |
SGI
Somnigroup International Inc.
SGI
|
$63.1M |
| 2 |
Workday
WDAY
|
$33M |
| 3 |
SCTY
SolarCity Corporation
SCTY
|
$26.8M |
| 4 |
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% |