MGM

Miura Global Management Portfolio holdings

AUM $59.9M
1-Year Est. Return 67.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.9M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$7.5M
2 +$5.18M
3 +$2.52M
4
ORCL icon
Oracle
ORCL
+$2.1M
5
RDDT icon
Reddit
RDDT
+$1.02M

Top Sells

1 +$15.3M
2 +$6.97M
3 +$4.09M
4
SE icon
Sea Limited
SE
+$4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.43M

Sector Composition

1 Technology 35.14%
2 Communication Services 22.54%
3 Consumer Discretionary 16.17%
4 Financials 11.76%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWV
26
CoreWeave Inc
CRWV
$41.5B
-6,000