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

Top Buys

1 +$39.2M
2 +$18.6M
3 +$15M
4
SHOP icon
Shopify
SHOP
+$7.21M
5
LPSN icon
LivePerson
LPSN
+$6.46M

Top Sells

1 +$22.6M
2 +$21.2M
3 +$18.5M
4
SE icon
Sea Limited
SE
+$17.5M
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