MGM

Miura Global Management Portfolio holdings

AUM $67.9M
1-Year Est. Return 91.04%
This Quarter Est. Return
1 Year Est. Return
+91.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$79.5M
2
+$66.2M
3
+$62M
4
WUBA
58.com Inc
WUBA
+$49.5M
5
VIPS icon
Vipshop
VIPS
+$44.3M

Top Sells

1
+$102M
2
+$72.5M
3
+$69.3M
4
CXRX
Concordia International Corp. Common Stock
CXRX
+$58M
5
AGN
Allergan plc
AGN
+$56.3M

Sector Composition

1 Communication Services 23.72%
2 Consumer Staples 23.28%
3 Consumer Discretionary 21.83%
4 Healthcare 12.8%
5 Technology 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.4M 1.46%
+625,000
27
$24.4M 1.45%
658,950
-286,500
28
$2.11M 0.13%
+300,000
29
– –
-800
30
– –
-130,000
31
– –
-323,600
32
– –
-3,500,000
33
– –
-1,000,000
34
– –
-1,360,000
35
– –
-1,500,000
1
2