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
$392M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$25.3M
3
+$17.2M
4
OKTA icon
Okta
OKTA
+$15.9M
5
OPTU
Optimum Communications Inc
OPTU
+$11.6M

Top Sells

1
+$29.1M
2
+$28.8M
3
+$27.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$25.8M
5
NVDA icon
NVIDIA
NVDA
+$25.3M

Sector Composition

1 Technology 23.27%
2 Consumer Discretionary 21.82%
3 Healthcare 21.8%
4 Financials 19.33%
5 Communication Services 13.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-140,000
27
– –
-125,000
1
2