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
$173M
AUM Growth
+$649K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$7.97M
3
+$7.03M
4
AMD icon
Advanced Micro Devices
AMD
+$5.7M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$4.39M

Top Sells

1
+$10.8M
2
+$6.91M
3
+$6.1M
4
V icon
Visa
V
+$5.94M
5
OPCH icon
Option Care Health
OPCH
+$5.72M

Sector Composition

1 Technology 36.16%
2 Healthcare 25.65%
3 Financials 13.89%
4 Consumer Discretionary 9.67%
5 Real Estate 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-180,000
27
– –
0
1
2