Miura Global Management

Miura Global Management as of June 30, 2021

Portfolio Holdings for Miura Global Management

Miura Global Management holds 30 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Ctzns Bancshares Inc N Cl A (FCNCA) 17.9 $98M 118k 832.74
Microsoft Corporation (MSFT) 6.9 $38M 140k 270.90
Inmode SHS (INMD) 6.0 $33M 350k 94.68
Elastic N V Ord Shs (ESTC) 5.7 $31M 215k 145.76
Open Lending Corp Com Cl A (LPRO) 4.7 $26M 600k 43.09
Pulmonx Corp (LUNG) 4.6 $25M 570k 44.12
Inspire Med Sys (INSP) 4.4 $24M 125k 193.26
Danaher Corporation (DHR) 4.4 $24M 90k 268.36
Visa Com Cl A (V) 4.3 $23M 100k 233.82
Deckers Outdoor Corporation (DECK) 4.2 $23M 60k 384.07
Sea Sponsord Ads (SE) 3.8 $21M 75k 274.60
Cloudflare Cl A Com (NET) 3.7 $20M 190k 105.84
Shopify Cl A (SHOP) 3.5 $19M 13k 1461.00
Walt Disney Company (DIS) 3.2 $18M 100k 175.77
Charter Communications Inc N Cl A (CHTR) 3.0 $17M 23k 721.43
Repligen Corporation (RGEN) 3.0 $17M 83k 199.61
Charles Schwab Corporation (SCHW) 2.5 $14M 185k 72.81
Facebook Cl A (META) 2.3 $13M 36k 347.72
Goodrx Hldgs Com Cl A (GDRX) 2.0 $11M 300k 36.01
MGM Resorts International. (MGM) 1.6 $8.5M 200k 42.65
Liberty Broadband Corp Com Ser C (LBRDK) 1.3 $6.9M 40k 173.65
Metropcs Communications (TMUS) 1.2 $6.5M 45k 144.82
Cryoport Com Par $0.001 (CYRX) 1.0 $5.7M 90k 63.10
American Eagle Outfitters (AEO) 0.9 $4.9M 130k 37.53
Aptiv SHS (APTV) 0.9 $4.7M 30k 157.33
Magna Intl Inc cl a (MGA) 0.8 $4.2M 45k 92.64
Energy Recovery (ERII) 0.7 $4.0M 175k 22.78
Guardant Health (GH) 0.7 $3.7M 30k 124.20
Bio Rad Labs Cl A (BIO) 0.7 $3.7M 5.7k 644.21
Mudrick Capital Acqu Corp Ii Com Cl A 0.3 $1.6M 125k 12.46