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
$582M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$26.3M
3
+$15.5M
4
INMD icon
InMode
INMD
+$14.7M
5
SYF icon
Synchrony
SYF
+$12.6M

Top Sells

1
+$45.2M
2
+$24.4M
3
+$16.9M
4
IBKR icon
Interactive Brokers
IBKR
+$16.1M
5
BABA icon
Alibaba
BABA
+$14.8M

Sector Composition

1 Healthcare 20.33%
2 Technology 18.78%
3 Financials 15.6%
4 Consumer Discretionary 13.9%
5 Communication Services 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.9M 1.36%
54,000
-21,000
27
$7M 1.2%
+240,000
28
$6.87M 1.18%
+500,000
29
$6.47M 1.11%
+22,000
30
$6.36M 1.09%
+308,301
31
$5.67M 0.97%
150,000
-50,000
32
$5.24M 0.9%
+100,000
33
$4.7M 0.81%
+100,000
34
$3.54M 0.61%
+21,000
35
$3.17M 0.54%
+9,600
36
$2.36M 0.41%
+9,000
37
$2.34M 0.4%
+14,400
38
$2.32M 0.4%
+65,000
39
$1.59M 0.27%
+40,000
40
$1M 0.17%
+2,000
41
– –
-1,575,000
42
– –
-1,200,000
43
– –
-200,000
44
– –
-200,000
45
– –
-150,000
46
– –
-100,000
47
– –
-80,000
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