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MGM

Miura Global Management Portfolio holdings

AUM $18.7M
1-Year Est. Return 53.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.1M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$7.55M
3
+$3.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.54M
5
TTWO icon
Take-Two Interactive
TTWO
+$2.25M

Top Sells

1
+$6.01M
2
+$2.83M
3
+$2.8M
4
JPM icon
JPMorgan Chase
JPM
+$2.45M
5
HOOD icon
Robinhood
HOOD
+$2.37M

Sector Composition

1 Technology 46.87%
2 Communication Services 21.92%
3 Consumer Discretionary 12.51%
4 Industrials 5.92%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,000
27
– –
-75,000
28
– –
-5,000
29
– –
-3,000
1
2