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
$87.1M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$3.92M
3
+$3.64M
4
ORCL icon
Oracle
ORCL
+$1.7M
5
NFLX icon
Netflix
NFLX
+$1.42M

Top Sells

1
+$5.2M
2
+$4.66M
3
+$4.18M
4
NVT icon
nVent Electric
NVT
+$3.83M
5
BUR icon
Burford Capital
BUR
+$3.26M

Sector Composition

1 Technology 40.42%
2 Communication Services 20.98%
3 Healthcare 16%
4 Industrials 8.25%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-21,000
27
– –
-20,000
28
– –
-10,000
1
2