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

Top Buys

1
+$31.9M
2
+$14.8M
3
+$12.1M
4
SHOP icon
Shopify
SHOP
+$6.67M
5
ADBE icon
Adobe
ADBE
+$5.92M

Top Sells

1
+$22.4M
2
+$21.2M
3
+$18.5M
4
SE icon
Sea Limited
SE
+$17.3M
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
1
$31.9M 8.27%
+530,000
2
$31.5M 8.17%
200,000
-5,000
3
$28.8M 7.46%
1,290,000
+540,000
4
$27.1M 7.01%
250,000
-105,100
5
$24.3M 6.3%
200,000
-50,000
6
$19.6M 5.07%
1,820,000
-30,000
7
$19.3M 5.01%
120,000
-80,000
8
$19.3M 4.99%
435,000
-390,000
9
$18.3M 4.74%
42,000
-23,000
10
$15.2M 3.94%
124,080
-45,120
11
$14.8M 3.82%
+830,000
12
$14M 3.63%
40,000
-15,000
13
$12.2M 3.16%
224,000
-16,000
14
$11.3M 2.93%
105,000
+30,000
15
$8.97M 2.32%
28,200
+18,600
16
$8.34M 2.16%
200,000
+160,000
17
$7.24M 1.87%
75,000
-40,000
18
$6.66M 1.72%
125,000
-420,000
19
$5.85M 1.51%
+60,000
20
$5.51M 1.43%
+30,000
21
$5.45M 1.41%
19,000
-17,700
22
$4.94M 1.28%
42,000
-33,000
23
$4.89M 1.27%
+150,000
24
$4.83M 1.25%
+29,000
25
$4.55M 1.18%
+200,000
1
2 3