Miura Global Management as of March 31, 2018
Portfolio Holdings for Miura Global Management
Miura Global Management holds 19 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 12.2 | $61M | 285k | 214.00 | |
| Ptc (PTC) | 11.7 | $59M | 750k | 78.01 | |
| Interactive Brokers (IBKR) | 10.1 | $50M | 750k | 67.24 | |
| Asml Holding (ASML) | 8.6 | $43M | 218k | 198.56 | |
| Visa (V) | 6.9 | $35M | 290k | 119.62 | |
| Cintas Corporation (CTAS) | 6.8 | $34M | 200k | 170.58 | |
| Match | 6.8 | $34M | 765k | 44.44 | |
| Thermo Fisher Scientific (TMO) | 5.8 | $29M | 140k | 206.46 | |
| NVIDIA Corporation (NVDA) | 4.9 | $25M | 106k | 231.59 | |
| Lamb Weston Hldgs (LW) | 4.6 | $23M | 400k | 58.22 | |
| Vail Resorts (MTN) | 4.4 | $22M | 100k | 221.70 | |
| Paypal Holdings (PYPL) | 4.0 | $20M | 265k | 75.87 | |
| salesforce (CRM) | 3.6 | $18M | 155k | 116.30 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.4 | $17M | 55k | 311.22 | |
| Teleflex Incorporated (TFX) | 2.8 | $14M | 55k | 254.98 | |
| Philip Morris International (PM) | 1.2 | $6.0M | 60k | 99.40 | |
| Accelr8 Technology | 0.9 | $4.6M | 200k | 22.85 | |
| Gci Liberty Incorporated | 0.7 | $3.7M | 70k | 52.86 | |
| Liberty Broadband Cl C (LBRDK) | 0.7 | $3.3M | 38k | 85.68 |
