MGM

Miura Global Management Portfolio holdings

AUM $93.1M
1-Year Est. Return 80.03%
This Quarter Est. Return
1 Year Est. Return
+80.03%
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
ORCL icon
26
Oracle
ORCL
$830B
– –
-10,000
TSLA icon
27
Tesla
TSLA
$1.46T
– –
-5,000
YPF icon
28
YPF
YPF
$10.2B
– –
-60,000
ALAB icon
29
Astera Labs
ALAB
$26.6B
– –
-15,000
ADMA icon
30
ADMA Biologics
ADMA
$3.43B
– –
-50,000
APPF icon
31
AppFolio
APPF
$8.44B
– –
-10,000
1
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