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
$146M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$3.26M
3
+$1.39M
4
DHR icon
Danaher
DHR
+$1.24M
5
LNG icon
Cheniere Energy
LNG
+$830K

Top Sells

1
+$7.97M
2
+$6.32M
3
+$6.09M
4
AMD icon
Advanced Micro Devices
AMD
+$5.7M
5
NFLX icon
Netflix
NFLX
+$3.59M

Sector Composition

1 Technology 32.29%
2 Healthcare 22.94%
3 Financials 16.54%
4 Communication Services 11.17%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,600
1
2