MGM

Miura Global Management Portfolio holdings

AUM $93.1M
1-Year Est. Return 80.03%
This Quarter Est. Return
1 Year Est. Return
+80.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$136M
2 +$92.9M
3 +$87.6M
4
CXRX
Concordia International Corp. Common Stock
CXRX
+$61.4M
5
JD icon
JD.com
JD
+$53.7M

Top Sells

1 +$134M
2 +$122M
3 +$79.6M
4
CHTR icon
Charter Communications
CHTR
+$59.9M
5
CAR icon
Avis
CAR
+$59M

Sector Composition

1 Communication Services 25.12%
2 Consumer Discretionary 21.09%
3 Consumer Staples 20.91%
4 Healthcare 19.82%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-85,000
27
-1,000,000
28
-2,705,000
29
-1,342,500
30
-4,015,000
31
-180,000