MGM

Miura Global Management Portfolio holdings

AUM $93.1M
1-Year Est. Return 80.03%
This Quarter Est. Return
1 Year Est. Return
+80.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$60.6M
3
+$55.3M
4
CHTR icon
Charter Communications
CHTR
+$49.5M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$47.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 40.29%
2 Communication Services 31.81%
3 Healthcare 11.9%
4 Technology 7.19%
5 Financials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.2M 8.74%
+895,400
2
$60.6M 7.89%
+2,000,572
3
$55.3M 7.19%
+680,000
4
$49.5M 6.44%
+400,000
5
$47.2M 6.15%
+1,450,000
6
$42.1M 5.47%
+2,014,650
7
$41.4M 5.38%
+1,900,800
8
$33.9M 4.41%
+41,000
9
$33M 4.29%
+1,477,400
10
$31.5M 4.1%
+1,020,000
11
$29.2M 3.79%
+1,294,663
12
$28.2M 3.66%
+1,025,960
13
$28M 3.65%
+280,000
14
$27.4M 3.56%
+160,000
15
$25.8M 3.35%
+458,100
16
$21.5M 2.79%
+340,000
17
$21M 2.73%
+250,000
18
$19.6M 2.56%
+1,150,000
19
$15M 1.95%
+205,600
20
$14.7M 1.91%
+255,000
21
$14.5M 1.89%
+115,000
22
$14.1M 1.83%
+215,000
23
$12.3M 1.6%
+350,000
24
$11.9M 1.55%
+356,600
25
$7.89M 1.03%
+1,225,000
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