MGM
Miura Global Management Portfolio holdings
AUM
$93.1M
This Quarter Return
+16.98%
1 Year Return
+80.03%
3 Year Return
+396.19%
5 Year Return
+721.65%
10 Year Return
+3,991.34%
AUM
$179M
AUM Growth
+$179M
(+22%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
7.55%
Top 10 Holdings %
Top 10 Hldgs %
69.21%
Holding
26
New
7
Increased
6
Reduced
7
Closed
3
Top Buys
| 1 |
Amazon
AMZN
|
$11.4M |
| 2 |
Netflix
NFLX
|
$6.57M |
| 3 |
Visa
V
|
$4.69M |
| 4 |
Charles Schwab
SCHW
|
$3.99M |
| 5 |
Shopify
SHOP
|
$3.9M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$7.08M |
| 2 |
Burford Capital
BUR
|
$6.08M |
| 3 |
Energy Recovery
ERII
|
$5.51M |
| 4 |
Deckers Outdoor
DECK
|
$4.68M |
| 5 |
InMode
INMD
|
$3.05M |
Sector Composition
| 1 | Technology | 32.28% |
| 2 | Healthcare | 19.78% |
| 3 | Financials | 15.27% |
| 4 | Consumer Discretionary | 13.15% |
| 5 | Communication Services | 10.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Adobe
ADBE
$148B
| – | – |
-2,000
| Closed | -$1.02M |
|