MGM

Miura Global Management Portfolio holdings

AUM $59.9M
1-Year Est. Return 67.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.07%
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
+$14.9M
2
+$11.9M
3
+$9.53M
4
RGEN icon
Repligen
RGEN
+$8.18M
5
BABA icon
Alibaba
BABA
+$6.86M

Top Sells

1
+$20.7M
2
+$16.3M
3
+$16.3M
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
– –
-300,000
28
– –
-300,000
29
– –
-225,000
30
– –
-245,000
31
– –
-510,000
1
2