Miura Global Management as of June 30, 2019
Portfolio Holdings for Miura Global Management
Miura Global Management holds 25 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Ed & Tech Grp I Spon Adr | 11.3 | $70M | 724k | 96.58 | |
| Visa Com Cl A (V) | 8.4 | $52M | 300k | 173.55 | |
| Microsoft Corporation (MSFT) | 6.5 | $40M | 300k | 133.96 | |
| Altice Usa Cl A (ATUS) | 6.2 | $38M | 1.6M | 24.35 | |
| Facebook Cl A (META) | 5.8 | $36M | 185k | 193.00 | |
| Charter Communications Inc N Cl A (CHTR) | 5.8 | $36M | 90k | 395.18 | |
| Servicenow (NOW) | 5.6 | $34M | 125k | 274.57 | |
| Netflix (NFLX) | 5.1 | $31M | 85k | 367.32 | |
| Avantor (AVTR) | 4.6 | $29M | 1.5M | 19.09 | |
| Capri Holdings SHS (CPRI) | 3.9 | $24M | 700k | 34.68 | |
| Iqvia Holdings (IQV) | 3.9 | $24M | 150k | 160.90 | |
| Sea Sponsored Ads (SE) | 3.4 | $21M | 625k | 33.22 | |
| Svmk Inc ordinary shares | 3.2 | $20M | 1.2M | 16.51 | |
| Deckers Outdoor Corporation (DECK) | 2.8 | $18M | 100k | 175.97 | |
| Ishares Tr Select Divid Etf (DVY) | 2.8 | $17M | 175k | 99.56 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.8 | $17M | 300k | 58.07 | |
| Crown Castle Intl (CCI) | 2.6 | $16M | 125k | 130.35 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 2.6 | $16M | 300k | 54.20 | |
| Repligen Corporation (RGEN) | 2.4 | $15M | 175k | 85.95 | |
| Snap Cl A (SNAP) | 2.1 | $13M | 900k | 14.30 | |
| Starbucks Corporation (SBUX) | 2.0 | $13M | 150k | 83.83 | |
| Smartsheet Com Cl A (SMAR) | 2.0 | $12M | 250k | 48.40 | |
| Zoom Video Communications In Cl A (ZM) | 1.8 | $11M | 125k | 88.79 | |
| Twilio Cl A (TWLO) | 1.5 | $9.5M | 70k | 136.36 | |
| Beyond Meat (BYND) | 0.8 | $4.8M | 30k | 160.67 |
