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
$117M
AUM Growth
-$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$4.9M
3
+$4.31M
4
IBKR icon
Interactive Brokers
IBKR
+$3.91M
5
ETN icon
Eaton
ETN
+$3.13M

Top Sells

1
+$14.7M
2
+$14.5M
3
+$13.7M
4
BSX icon
Boston Scientific
BSX
+$8.56M
5
AMZN icon
Amazon
AMZN
+$8.12M

Sector Composition

1 Technology 28.08%
2 Industrials 16.81%
3 Healthcare 16.12%
4 Financials 15.45%
5 Communication Services 12.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 14.35%
40,000
-35,000
2
$9.71M 8.28%
20,000
-10,000
3
$7.88M 6.72%
115,000
-125,000
4
$7.23M 6.16%
80,000
-160,000
5
$6.17M 5.26%
+25,000
6
$5.63M 4.8%
22,500
-12,500
7
$5.47M 4.66%
9,000
-8,000
8
$5.45M 4.64%
7,000
-9,000
9
$5.41M 4.61%
30,000
-45,000
10
$4.9M 4.18%
+14,000
11
$4.39M 3.75%
275,000
-165,000
12
$4.33M 3.69%
6,000
+900
13
$4.31M 3.68%
+3,500
14
$4.19M 3.57%
15,000
-18,000
15
$3.91M 3.33%
+140,000
16
$3.75M 3.19%
15,000
-5,000
17
$3.13M 2.67%
+10,000
18
$3.05M 2.6%
7,000
-13,000
19
$2.7M 2.3%
35,000
-15,000
20
$2.35M 2.01%
15,000
-33,000
21
$1.84M 1.57%
10,000
-15,000
22
$1.61M 1.38%
10,000
-20,000
23
$1.54M 1.31%
+15,000
24
$1.51M 1.29%
+20,000
25
– –
-15,000
1
2