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
$1.05B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$29.9M
3
+$20.6M
4
SFUN
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
+$20.5M
5
WDAY icon
Workday
WDAY
+$17.4M

Top Sells

1
+$79.9M
2
+$39.4M
3
+$16.9M
4
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$15.9M
5
MA icon
Mastercard
MA
+$12.5M

Sector Composition

1 Communication Services 39.55%
2 Consumer Discretionary 39.25%
3 Technology 12.51%
4 Healthcare 3.64%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$148M 14.14%
4,000,000
+64,800
2
$127M 12.09%
1,724,200
+110,900
3
$67.9M 6.47%
4,550,000
-5,350,000
4
$67.3M 6.42%
585,000
-30,000
5
$61.6M 5.87%
500,000
+135,000
6
$55.6M 5.3%
1,687,271
+463,536
7
$54.5M 5.19%
1,705,000
-295,000
8
$48.1M 4.58%
+260,000
9
$47.2M 4.5%
1,376,151
+357,678
10
$40.9M 3.9%
1,761,868
+129,467
11
$39.1M 3.73%
1,221,000
-529,100
12
$32.2M 3.07%
535,000
-115,000
13
$29.9M 2.85%
+595,000
14
$29.7M 2.83%
475,000
15
$28M 2.67%
23,500
-9,200
16
$20.9M 1.99%
210,000
-160,000
17
$20.6M 1.97%
+625,000
18
$20.5M 1.96%
+30,000
19
$19.7M 1.87%
490,000
-60,000
20
$17.4M 1.66%
+190,000
21
$15M 1.43%
+250,000
22
$12.4M 1.18%
+180,000
23
$10.7M 1.02%
+150,000
24
$8.02M 0.76%
54,000
+6,000
25
$6.96M 0.66%
+130,000
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