MGM
Miura Global Management Portfolio holdings
AUM
$93.1M
This Quarter Return
+15.97%
1 Year Return
+80.03%
3 Year Return
+396.19%
5 Year Return
+721.65%
10 Year Return
+3,991.34%
AUM
$560M
AUM Growth
+$560M
(+5.7%)
Cap. Flow
+$6.81M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
59.63%
Holding
52
New
8
Increased
8
Reduced
15
Closed
21
Top Buys
| 1 |
First Citizens BancShares
FCNCA
|
$45.1M |
| 2 |
TripAdvisor
TRIP
|
$26.9M |
| 3 |
Walt Disney
DIS
|
$20.3M |
| 4 |
Pulmonx
LUNG
|
$18.5M |
| 5 |
Microsoft
MSFT
|
$16.3M |
Top Sells
| 1 |
InMode
INMD
|
$25.3M |
| 2 |
GoodRx Holdings
GDRX
|
$18.3M |
| 3 |
TAL Education Group
TAL
|
$15M |
| 4 |
AMED
Amedisys
AMED
|
$13.8M |
| 5 |
Inspire Medical Systems
INSP
|
$11.4M |
Sector Composition
| 1 | Financials | 28.06% |
| 2 | Healthcare | 20.52% |
| 3 | Consumer Discretionary | 18.36% |
| 4 | Communication Services | 15.92% |
| 5 | Technology | 12.8% |