MGM

Miura Global Management Portfolio holdings

AUM $59.9M
1-Year Est. Return 67.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.1M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$7.55M
3
+$3.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.54M
5
TTWO icon
Take-Two Interactive
TTWO
+$2.25M

Top Sells

1
+$6.01M
2
+$2.83M
3
+$2.8M
4
JPM icon
JPMorgan Chase
JPM
+$2.45M
5
HOOD icon
Robinhood
HOOD
+$2.37M

Sector Composition

1 Technology 47.43%
2 Communication Services 21.92%
3 Consumer Discretionary 11.94%
4 Industrials 5.92%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 26.72%
50,000
+40,000
2
$15.8M 16.97%
100,000
+60,000
3
$13.3M 14.27%
18,000
+5,000
4
$4.69M 5.04%
35,000
-15,000
5
$4.39M 4.71%
20,000
+5,000
6
$4M 4.3%
25,000
-10,000
7
$3.8M 4.08%
2,500
8
$3.64M 3.91%
20,000
-35,000
9
$2.81M 3.02%
30,000
-40,000
10
$2.43M 2.61%
+5,000
11
$2.43M 2.61%
+10,000
12
$2.15M 2.31%
20,000
-20,000
13
$1.79M 1.93%
+20,000
14
$1.71M 1.83%
30,000
-60,000
15
$1.47M 1.58%
3,000
-1,000
16
$978K 1.05%
+6,000
17
$873K 0.94%
50,000
-25,000
18
$738K 0.79%
+15,000
19
$524K 0.56%
+100,000
20
$521K 0.56%
+10,000
21
$189K 0.2%
+5,000
22
– –
-8,000
23
– –
-5,000
24
– –
-3,000
25
– –
-10,000
1
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