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

Top Buys

1 +$38.9M
2 +$23.1M
3 +$22.9M
4
BIDU icon
Baidu
BIDU
+$21.8M
5
BKNG icon
Booking.com
BKNG
+$16.9M

Top Sells

1 +$62.8M
2 +$33M
3 +$26.8M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$23.5M
5
DIS icon
Walt Disney
DIS
+$20M

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
-30,000