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
$906M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$53.2M
2 +$38.2M
3 +$18M
4
EA icon
Electronic Arts
EA
+$16.2M
5
ASH icon
Ashland
ASH
+$14.5M

Top Sells

1 +$55M
2 +$32.1M
3 +$32.1M
4
DPZ icon
Domino's
DPZ
+$30.4M
5
CHTR icon
Charter Communications
CHTR
+$30.2M

Sector Composition

1 Consumer Discretionary 30.12%
2 Communication Services 17.18%
3 Consumer Staples 14.56%
4 Financials 14.52%
5 Technology 12.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,575,000
27
-250,000
28
-700,000
29
-1,150,000