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
$1.82B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$90.7M
2 +$56.5M
3 +$55.2M
4
JD icon
JD.com
JD
+$41M
5
NFLX icon
Netflix
NFLX
+$36.1M

Top Sells

1 +$34.1M
2 +$30M
3 +$19.1M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$19.1M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$7.66M

Sector Composition

1 Communication Services 27.87%
2 Consumer Discretionary 22.47%
3 Consumer Staples 19.24%
4 Healthcare 18.28%
5 Technology 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-450,000
27
-200,000
28
-100,000
29
-400,000