Miura Global Management as of June 30, 2018
Portfolio Holdings for Miura Global Management
Miura Global Management holds 20 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ptc (PTC) | 12.7 | $54M | 575k | 93.81 | |
| salesforce (CRM) | 8.9 | $38M | 275k | 136.40 | |
| UnitedHealth (UNH) | 8.7 | $37M | 150k | 245.34 | |
| Visa (V) | 8.3 | $35M | 265k | 132.45 | |
| Intuitive Surgical (ISRG) | 6.8 | $29M | 60k | 478.48 | |
| Vail Resorts (MTN) | 6.5 | $27M | 100k | 274.19 | |
| Alibaba Group Holding (BABA) | 5.9 | $25M | 135k | 185.53 | |
| Penn National Gaming (PENN) | 5.5 | $24M | 700k | 33.59 | |
| Cintas Corporation (CTAS) | 5.2 | $22M | 120k | 185.07 | |
| Asml Holding (ASML) | 4.7 | $20M | 100k | 197.97 | |
| Interactive Brokers (IBKR) | 4.6 | $19M | 300k | 64.41 | |
| Spotify Technology Sa (SPOT) | 3.4 | $14M | 85k | 168.24 | |
| Facebook Inc cl a (META) | 3.2 | $14M | 70k | 194.31 | |
| Match | 3.0 | $13M | 325k | 38.74 | |
| Lamb Weston Hldgs (LW) | 2.8 | $12M | 175k | 68.51 | |
| Amazon (AMZN) | 2.6 | $11M | 6.5k | 1699.85 | |
| Teleflex Incorporated (TFX) | 2.5 | $11M | 40k | 268.20 | |
| Tripadvisor (TRIP) | 2.0 | $8.4M | 150k | 55.71 | |
| Repligen Corporation (RGEN) | 1.4 | $5.9M | 125k | 47.04 | |
| Monster Beverage Corp (MNST) | 1.4 | $5.7M | 100k | 57.30 |
