Miura Global Management

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