MGM
Miura Global Management Portfolio holdings
AUM
$93.1M
This Quarter Return
+13.79%
1 Year Return
+80.03%
3 Year Return
+396.19%
5 Year Return
+721.65%
10 Year Return
+3,991.34%
AUM
$1.66B
AUM Growth
+$1.66B
(+25%)
Cap. Flow
+$247M
Cap. Flow
% of AUM
14.89%
Top 10 Holdings %
Top 10 Hldgs %
66.34%
Holding
30
New
8
Increased
8
Reduced
5
Closed
7
Top Buys
| 1 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$122M |
| 2 |
Dollar Tree
DLTR
|
$122M |
| 3 |
AGN
Allergan plc
AGN
|
$73.9M |
| 4 |
Charter Communications
CHTR
|
$57.9M |
| 5 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$52.3M |
Top Sells
| 1 |
Booking.com
BKNG
|
$79.8M |
| 2 |
Meta Platforms (Facebook)
META
|
$62.4M |
| 3 |
RH
RH
|
$57.9M |
| 4 |
KATE
Kate Spade & Company
KATE
|
$56.3M |
| 5 |
SGI
Somnigroup International Inc.
SGI
|
$54.9M |
Sector Composition
| 1 | Consumer Discretionary | 29.08% |
| 2 | Communication Services | 24.64% |
| 3 | Consumer Staples | 15.46% |
| 4 | Industrials | 10.89% |
| 5 | Healthcare | 10.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Meta Platforms (Facebook)
META
$1.85T
| – | – |
-800,000
| Closed | -$62.4M |
|
|
SGI
27
Somnigroup International Inc.
SGI
$17.8B
| – | – |
-1,000,000
| Closed | -$54.9M |
|
|
SIX
28
DELISTED
Six Flags Entertainment Corp.
SIX
| – | – |
-1,000,000
| Closed | -$43.2M |
|
|
RSH
29
DELISTED
RADIOSHACK CORP
RSH
| – | – |
-350,000
| Closed | -$130K |
|
|
AVNR
30
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
| – | – |
-2,758,000
| Closed | -$46.7M |
|