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
$91.7M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.59M
3
+$2.58M
4
YPF icon
YPF
YPF
+$2.55M
5
TSLA icon
Tesla
TSLA
+$2.02M

Top Sells

1
+$3.76M
2
+$2.95M
3
+$2.23M
4
APPF icon
AppFolio
APPF
+$2.22M
5
EME icon
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 Change
in Stake 		Capital Flow
26
$858K 0.94%
50,000
+10,000
27
– –
-5,000
28
– –
-2,000
29
– –
-5,000
30
– –
-5,000
1
2