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
$424M
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$25M
3
+$23.5M
4
CRM icon
Salesforce
CRM
+$16.4M
5
SPOT icon
Spotify
SPOT
+$14.3M

Top Sells

1
+$33.1M
2
+$29M
3
+$28.9M
4
NVDA icon
NVIDIA
NVDA
+$24.5M
5
ASML icon
ASML
ASML
+$23.4M

Sector Composition

1 Technology 26.26%
2 Consumer Discretionary 22.52%
3 Healthcare 19.39%
4 Financials 12.85%
5 Communication Services 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-265,000
27
– –
-140,000
28
– –
-70,000
1
2