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
$590M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$18.8M
3
+$18.2M
4
DDOG icon
Datadog
DDOG
+$17.8M
5
AIRS icon
AirSculpt Technologies
AIRS
+$15M

Top Sells

1
+$29.8M
2
+$21.2M
3
+$20.7M
4
PFGC icon
Performance Food Group
PFGC
+$18.6M
5
GDRX icon
GoodRx Holdings
GDRX
+$16.6M

Sector Composition

1 Healthcare 36.46%
2 Financials 20.03%
3 Technology 18.96%
4 Consumer Discretionary 17.4%
5 Industrials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 0.68%
25,000
-15,000
27
$3.78M 0.64%
+100,000
28
$1.04M 0.18%
+10,000
29
– –
-200,000
30
– –
-405,000
31
– –
-37,000
32
– –
-35,000
33
– –
-400,000
34
– –
-95,000
1
2