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
$386M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$31.9M
2 +$14.8M
3 +$12.1M
4
SHOP icon
Shopify
SHOP
+$6.67M
5
ADBE icon
Adobe
ADBE
+$5.92M

Top Sells

1 +$22.4M
2 +$21.2M
3 +$18.5M
4
SE icon
Sea Limited
SE
+$17.3M
5
BABA icon
Alibaba
BABA
+$17M

Sector Composition

1 Healthcare 33.35%
2 Technology 22.98%
3 Consumer Discretionary 15.33%
4 Consumer Staples 8.73%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-100,000
52
-500,000