Miura Global Management as of March 31, 2019
Portfolio Holdings for Miura Global Management
Miura Global Management holds 20 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Svmk Inc ordinary shares | 10.9 | $64M | 3.5M | 18.21 | |
| New Oriental Education & Tech | 10.8 | $63M | 700k | 90.09 | |
| Visa (V) | 8.0 | $47M | 300k | 156.19 | |
| Altice Usa Inc cl a (ATUS) | 7.7 | $45M | 2.1M | 21.48 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.2 | $42M | 122k | 346.91 | |
| Servicenow (NOW) | 6.3 | $37M | 150k | 246.49 | |
| Alibaba Group Holding (BABA) | 6.2 | $37M | 200k | 182.45 | |
| Iqvia Holdings (IQV) | 6.1 | $36M | 248k | 143.85 | |
| Merck & Co (MRK) | 5.1 | $30M | 355k | 83.17 | |
| Facebook Inc cl a (META) | 4.8 | $28M | 170k | 166.69 | |
| Netflix (NFLX) | 4.6 | $27M | 75k | 356.56 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 3.0 | $18M | 750k | 23.52 | |
| Michael Kors Holdings Ord (CPRI) | 2.8 | $17M | 360k | 45.75 | |
| salesforce (CRM) | 2.7 | $16M | 100k | 158.37 | |
| Interactive Brokers (IBKR) | 2.7 | $16M | 300k | 51.88 | |
| Anthem (ELV) | 2.5 | $14M | 50k | 286.98 | |
| UnitedHealth (UNH) | 2.3 | $14M | 55k | 247.25 | |
| Okta Inc cl a (OKTA) | 2.1 | $12M | 150k | 82.73 | |
| Paypal Holdings (PYPL) | 2.0 | $12M | 115k | 103.84 | |
| Starbucks Corporation (SBUX) | 1.9 | $11M | 150k | 74.34 |
