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
$560M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$26.9M
3
+$20.3M
4
LUNG icon
Pulmonx
LUNG
+$18.5M
5
MSFT icon
Microsoft
MSFT
+$16.3M

Top Sells

1
+$25.3M
2
+$18.3M
3
+$15M
4
AMED
Amedisys
AMED
+$13.8M
5
INSP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,000
52
– –
-120,000
1 2
3