Miura Global Management as of Sept. 30, 2018
Portfolio Holdings for Miura Global Management
Miura Global Management holds 21 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.8 | $48M | 320k | 150.09 | |
| salesforce (CRM) | 8.8 | $48M | 300k | 159.03 | |
| Ptc (PTC) | 7.8 | $43M | 400k | 106.19 | |
| Alibaba Group Holding (BABA) | 6.5 | $35M | 215k | 164.76 | |
| UnitedHealth (UNH) | 6.4 | $35M | 130k | 266.04 | |
| Monster Beverage Corp (MNST) | 5.4 | $29M | 500k | 58.28 | |
| Penn National Gaming (PENN) | 5.3 | $29M | 875k | 32.92 | |
| Vail Resorts (MTN) | 5.3 | $29M | 105k | 274.42 | |
| Cintas Corporation (CTAS) | 5.1 | $28M | 140k | 197.81 | |
| Iqvia Holdings (IQV) | 4.8 | $26M | 200k | 129.74 | |
| Intuitive Surgical (ISRG) | 4.8 | $26M | 45k | 574.00 | |
| NVIDIA Corporation (NVDA) | 4.7 | $25M | 90k | 281.02 | |
| Amazon (AMZN) | 4.4 | $24M | 12k | 2003.00 | |
| Spotify Technology Sa (SPOT) | 4.2 | $23M | 125k | 180.83 | |
| Ferrari Nv Ord (RACE) | 3.5 | $19M | 140k | 136.91 | |
| Match | 3.5 | $19M | 325k | 57.91 | |
| Interactive Brokers (IBKR) | 3.1 | $17M | 300k | 55.31 | |
| Repligen Corporation (RGEN) | 2.8 | $15M | 275k | 55.46 | |
| Michael Kors Holdings | 2.2 | $12M | 175k | 68.56 | |
| Facebook Inc cl a (META) | 1.4 | $7.4M | 45k | 164.47 | |
| Okta Inc cl a (OKTA) | 1.3 | $7.0M | 100k | 70.36 |
