MGM
Miura Global Management Portfolio holdings
AUM
$93.1M
This Quarter Return
+12.95%
1 Year Return
+80.03%
3 Year Return
+396.19%
5 Year Return
+721.65%
10 Year Return
+3,991.34%
AUM
$91.7M
AUM Growth
+$4.58M
(+5.3%)
Cap. Flow
+$1.74M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
65.73%
Holding
30
New
8
Increased
5
Reduced
9
Closed
4
Top Buys
| 1 |
Natera
NTRA
|
$3.96M |
| 2 |
Duolingo
DUOL
|
$2.59M |
| 3 |
Flutter Entertainment
FLUT
|
$2.58M |
| 4 |
YPF
YPF
|
$2.55M |
| 5 |
Tesla
TSLA
|
$2.02M |
Top Sells
| 1 |
Apple
AAPL
|
$3.76M |
| 2 |
Boston Scientific
BSX
|
$2.95M |
| 3 |
Netflix
NFLX
|
$2.23M |
| 4 |
AppFolio
APPF
|
$2.22M |
| 5 |
Emcor
EME
|
$1.82M |
Sector Composition
| 1 | Technology | 37.11% |
| 2 | Communication Services | 18.12% |
| 3 | Consumer Discretionary | 13.39% |
| 4 | Healthcare | 11.79% |
| 5 | Financials | 6.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
ADMA Biologics
ADMA
$3.97B
| $858K | 0.94% |
50,000
+10,000
| +25% | +$172K |
|
27
Cirrus Logic
CRUS
$5.75B
| – | – |
-5,000
| Closed | -$621K |
|
28
Eli Lilly
LLY
$665B
| – | – |
-2,000
| Closed | -$1.77M |
|
29
Pultegroup
PHM
$26.7B
| – | – |
-5,000
| Closed | -$718K |
|
30
Repligen
RGEN
$6.5B
| – | – |
-5,000
| Closed | -$744K |
|