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
$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
1
$100M 17.91%
120,000
+54,000
2
$31.4M 5.6%
170,000
+110,000
3
$27.6M 4.93%
117,000
+69,200
4
$26.9M 4.8%
+500,000
5
$26.6M 4.74%
750,000
-20,000
6
$26M 4.65%
123,000
+3,000
7
$24.8M 4.43%
450,000
-90,000
8
$24.6M 4.39%
350,000
-50,000
9
$23.5M 4.2%
650,000
-700,000
10
$22.3M 3.99%
100,000
-50,000
11
$20.7M 3.69%
530,000
-470,000
12
$20.5M 3.67%
174,055
+3,664
13
$20.4M 3.64%
145,500
+25,500
14
$19.7M 3.51%
95,000
-55,000
15
$18.5M 3.31%
+405,000
16
$17.3M 3.09%
28,000
-17,000
17
$14.2M 2.54%
+375,000
18
$10.9M 1.94%
56,000
+12,700
19
$10.9M 1.94%
19,000
+5,500
20
$10.8M 1.93%
54,144
-4,286
21
$10M 1.79%
+30,800
22
$7.75M 1.38%
+70,000
23
$7.58M 1.35%
140,000
-40,000
24
$7.51M 1.34%
50,000
-500
25
$6.48M 1.16%
+47,000
1
2 3