MGM

Miura Global Management Portfolio holdings

AUM $67.9M
1-Year Est. Return 91.04%
This Quarter Est. Return
1 Year Est. Return
+91.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.5M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.97M
3
+$2.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M
5
PINS icon
Pinterest
PINS
+$2.33M

Top Sells

1
+$8.26M
2
+$4.03M
3
+$2.84M
4
DUOL icon
Duolingo
DUOL
+$2.59M
5
YPF icon
YPF
YPF
+$2.55M

Sector Composition

1 Communication Services 22.61%
2 Technology 14.63%
3 Consumer Discretionary 14.52%
4 Consumer Staples 12.94%
5 Industrials 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.73M 12.94%
55,000
+25,000
2
$7.49M 11.11%
13,000
-7,000
3
$4.66M 6.91%
50,000
-5,000
4
$4.57M 6.77%
+35,000
5
$4.34M 6.43%
40,000
-20,000
6
$4.16M 6.16%
90,000
+40,000
7
$4.04M 5.98%
40,000
-7,000
8
$3.75M 5.56%
10,000
-22,000
9
$3.46M 5.13%
2,500
+1,000
10
$2.91M 4.32%
+70,000
11
$2.85M 4.23%
15,000
-2,000
12
$2.8M 4.15%
+5,000
13
$2.45M 3.64%
10,000
+3,000
14
$2.33M 3.45%
+75,000
15
$1.78M 2.63%
8,000
-7,000
16
$1.71M 2.54%
4,000
-500
17
$1.64M 2.43%
3,000
18
$1.41M 2.1%
10,000
-15,000
19
$944K 1.4%
75,000
-95,000
20
$773K 1.15%
+5,000
21
$665K 0.99%
3,000
-7,000
22
– –
-50,000
23
– –
-10,000
24
– –
-10,000
25
– –
-8,000
1
2