MGM
Miura Global Management Portfolio holdings
AUM
$93.1M
This Quarter Return
-0.8%
1 Year Return
+80.03%
3 Year Return
+396.19%
5 Year Return
+721.65%
10 Year Return
+3,991.34%
AUM
$146M
AUM Growth
+$146M
(-15%)
Cap. Flow
-$20.5M
Cap. Flow
% of AUM
-14.04%
Top 10 Holdings %
Top 10 Hldgs %
79.26%
Holding
26
New
1
Increased
6
Reduced
6
Closed
6
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$15M |
| 2 |
NVIDIA
NVDA
|
$3.26M |
| 3 |
Inspire Medical Systems
INSP
|
$1.39M |
| 4 |
Danaher
DHR
|
$1.24M |
| 5 |
Cheniere Energy
LNG
|
$830K |
Top Sells
| 1 |
Prologis
PLD
|
$7.97M |
| 2 |
Microsoft
MSFT
|
$6.32M |
| 3 |
InMode
INMD
|
$6.09M |
| 4 |
Advanced Micro Devices
AMD
|
$5.7M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Advanced Micro Devices
AMD
$263B
| – | – |
-50,000
| Closed | -$5.7M |
|