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
$560M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$26.9M
3
+$20.3M
4
LUNG icon
Pulmonx
LUNG
+$18.5M
5
MSFT icon
Microsoft
MSFT
+$16.3M

Top Sells

1
+$25.3M
2
+$18.3M
3
+$15M
4
AMED
Amedisys
AMED
+$13.8M
5
INSP icon
Inspire Medical Systems
INSP
+$11.4M

Sector Composition

1 Financials 28.06%
2 Healthcare 20.52%
3 Consumer Discretionary 18.36%
4 Communication Services 15.92%
5 Technology 12.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 0.87%
+15,000
27
$4.27M 0.76%
55,000
-4,100
28
$4.14M 0.74%
+47,000
29
$3.95M 0.7%
135,000
-8,000
30
$3.9M 0.7%
75,000
-17,700
31
$1.76M 0.31%
3,700
-300
32
– –
-43,000
33
– –
-47,000
34
– –
-7,200
35
– –
-101,000
36
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-23,000
37
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-35,000
38
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-15,000
39
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-12,300
40
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-54,800
41
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-89,300
42
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-51,800
43
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-1,000
44
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-14,300
45
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-12,800
46
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-12,000
47
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-210,000
48
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-40,000
49
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-79,600
50
– –
-5,400
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