Miura Global Management

Miura Global Management as of Dec. 31, 2018

Portfolio Holdings for Miura Global Management

Miura Global Management holds 17 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa (V) 15.1 $59M 450k 131.94
salesforce (CRM) 10.0 $39M 285k 136.97
Merck & Co (MRK) 8.3 $33M 425k 76.41
Alibaba Group Holding (BABA) 7.7 $30M 220k 137.07
Ptc (PTC) 7.6 $30M 360k 82.90
Iqvia Holdings (IQV) 7.4 $29M 250k 116.17
Netflix (NFLX) 6.5 $25M 95k 267.66
Vail Resorts (MTN) 5.9 $23M 110k 210.82
Amazon (AMZN) 5.8 $23M 15k 1502.00
Okta Inc cl a (OKTA) 5.7 $22M 350k 63.80
UnitedHealth (UNH) 4.8 $19M 75k 249.12
Interactive Brokers (IBKR) 4.2 $16M 300k 54.65
Altice Usa Inc cl a (ATUS) 3.0 $12M 700k 16.52
Starbucks Corporation (SBUX) 2.5 $9.7M 150k 64.40
Svmk Inc ordinary shares 2.2 $8.6M 700k 12.27
Charter Communications Inc New Cl A cl a (CHTR) 2.2 $8.5M 30k 284.97
Repligen Corporation (RGEN) 1.4 $5.3M 100k 52.74