MGM

Miura Global Management Portfolio holdings

AUM $93.1M
1-Year Est. Return 80.03%
This Quarter Est. Return
1 Year Est. Return
+80.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$11M
3 +$9.51M
4
RGEN icon
Repligen
RGEN
+$8.4M
5
BABA icon
Alibaba
BABA
+$7.96M

Top Sells

1 +$20.7M
2 +$16.3M
3 +$15.4M
4
LUNG icon
Pulmonx
LUNG
+$14.8M
5
NFLX icon
Netflix
NFLX
+$11.2M

Sector Composition

1 Healthcare 44.15%
2 Technology 19.17%
3 Consumer Discretionary 17.47%
4 Financials 10.56%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-680,000
27
-30,000
28
-300,000
29
-225,000
30
-245,000
31
-510,000