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
$67.9M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$5.18M
3
+$2.52M
4
ORCL icon
Oracle
ORCL
+$2.1M
5
RDDT icon
Reddit
RDDT
+$1.02M

Top Sells

1
+$15.3M
2
+$6.97M
3
+$4.09M
4
SE icon
Sea Limited
SE
+$4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.43M

Sector Composition

1 Technology 35.14%
2 Communication Services 22.54%
3 Consumer Discretionary 16.17%
4 Financials 11.76%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.92T
$11.2M 16.48%
60,000
-40,000
MSFT icon
2
Microsoft
MSFT
$3.21T
$10.4M 15.25%
20,000
-30,000
META icon
3
Meta Platforms (Facebook)
META
$1.71T
$9.18M 13.51%
12,500
-5,500
WWW icon
4
Wolverine World Wide
WWW
$1.49B
$7.82M 11.51%
+285,000
BSX icon
5
Boston Scientific
BSX
$96.4B
$6.83M 10.06%
70,000
+50,000
HOOD icon
6
Robinhood
HOOD
$79.6B
$4.3M 6.32%
30,000
IBKR icon
7
Interactive Brokers
IBKR
$34.8B
$2.75M 4.05%
+40,000
TTWO icon
8
Take-Two Interactive
TTWO
$40.4B
$2.58M 3.8%
10,000
NFLX icon
9
Netflix
NFLX
$393B
$2.4M 3.53%
20,000
-15,000
ORCL icon
10
Oracle
ORCL
$539B
$2.32M 3.42%
+8,250
AMZN icon
11
Amazon
AMZN
$2.75T
$2.2M 3.23%
10,000
-10,000
PM icon
12
Philip Morris
PM
$256B
$1.62M 2.39%
10,000
-10,000
TDG icon
13
TransDigm Group
TDG
$67.1B
$1.32M 1.94%
1,000
-1,500
RDDT icon
14
Reddit
RDDT
$31.4B
$1.15M 1.69%
+5,000
RACE icon
15
Ferrari
RACE
$63.3B
$970K 1.43%
2,000
-1,000
IREN icon
16
Iris Energy
IREN
$16.1B
$939K 1.38%
+20,000
AUR icon
17
Aurora
AUR
$10.1B
– –
-100,000
AEVA
18
Aeva Technologies
AEVA
$1.03B
– –
-5,000
BIRK icon
19
Birkenstock
BIRK
$7.53B
– –
-15,000
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1T
– –
-5,000
EMBJ
21
Embraer S.A. ADS
EMBJ
$11.5B
– –
-30,000
ONON icon
22
On Holding
ONON
$12.1B
– –
-10,000
SE icon
23
Sea Limited
SE
$52.9B
– –
-25,000
SPRY icon
24
ARS Pharmaceuticals
SPRY
$834M
– –
-50,000
RBRK icon
25
Rubrik
RBRK
$11.4B
– –
-20,000
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