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
$67.5M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.97M
3
+$2.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M
5
PINS icon
Pinterest
PINS
+$2.33M

Top Sells

1
+$8.26M
2
+$4.03M
3
+$2.84M
4
DUOL icon
Duolingo
DUOL
+$2.59M
5
YPF icon
YPF
YPF
+$2.55M

Sector Composition

1 Communication Services 22.61%
2 Technology 14.63%
3 Consumer Discretionary 14.52%
4 Consumer Staples 12.94%
5 Industrials 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-4,000
27
– –
-6,000
28
– –
-10,000
29
– –
-5,000
30
– –
-60,000
31
– –
-15,000
1
2