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 |