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
$386M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$14.8M
3
+$12.1M
4
SHOP icon
Shopify
SHOP
+$6.67M
5
ADBE icon
Adobe
ADBE
+$5.92M

Top Sells

1
+$22.4M
2
+$21.2M
3
+$18.5M
4
SE icon
Sea Limited
SE
+$17.3M
5
BABA icon
Alibaba
BABA
+$17M

Sector Composition

1 Healthcare 33.35%
2 Technology 22.98%
3 Consumer Discretionary 15.33%
4 Consumer Staples 8.73%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 1.12%
+10,000
27
$4.1M 1.06%
90,000
-65,000
28
$3.98M 1.03%
252,246
-56,055
29
$3.14M 0.81%
+90,000
30
$3.1M 0.8%
+20,000
31
$3.02M 0.78%
90,000
-130,000
32
$2.65M 0.69%
19,000
-35,000
33
$2.15M 0.56%
+26,000
34
$1.89M 0.49%
+28,000
35
$1.84M 0.48%
8,000
-1,000
36
$1.08M 0.28%
30,000
-120,000
37
– –
-65,000
38
– –
-80,000
39
– –
-2,000
40
– –
-14,400
41
– –
-175,000
42
– –
-75,000
43
– –
-240,000
44
– –
-50,000
45
– –
-21,000
46
– –
-1,300,000
47
– –
-350,000
48
– –
-22,000
49
– –
-545,000
50
– –
-100,000
1
2
3