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
$93.1M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.48M
3
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.43M
5
TTWO icon
Take-Two Interactive
TTWO
+$2.43M

Top Sells

1
+$6.37M
2
+$3.75M
3
+$3.41M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M
5
JPM icon
JPMorgan Chase
JPM
+$2.45M

Sector Composition

1 Technology 47.43%
2 Communication Services 21.92%
3 Consumer Discretionary 11.94%
4 Industrials 5.92%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$872B
– –
-10,000
GS icon
27
Goldman Sachs
GS
$252B
– –
-3,000
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.46T
– –
-5,000
AAPL icon
29
Apple
AAPL
$4.04T
– –
-8,000
1
2