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
$645M
AUM Growth
+$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$22.8M
3
+$18.6M
4
LUNG icon
Pulmonx
LUNG
+$17.6M
5
MSFT icon
Microsoft
MSFT
+$16.6M

Top Sells

1
+$42.3M
2
+$17.6M
3
+$11M
4
MGM icon
MGM Resorts International
MGM
+$8.53M
5
TMUS icon
T-Mobile US
TMUS
+$6.52M

Sector Composition

1 Healthcare 35.85%
2 Financials 25.1%
3 Technology 19.49%
4 Consumer Discretionary 7.03%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.01M 0.78%
+550,000
27
$4.63M 0.72%
37,000
+7,000
28
– –
-130,000
29
– –
-30,000
30
– –
-100,000
31
– –
-45,000
32
– –
-200,000
33
– –
-45,000
34
– –
-125,000
1
2