Miura Global Management as of Sept. 30, 2019
Portfolio Holdings for Miura Global Management
Miura Global Management holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Cl A (ATUS) | 8.0 | $45M | 1.6M | 28.68 | |
| Visa Com Cl A (V) | 7.6 | $43M | 250k | 172.01 | |
| New Oriental Ed & Tech Grp I Spon Adr | 7.0 | $40M | 360k | 110.76 | |
| Microsoft Corporation (MSFT) | 6.1 | $35M | 250k | 139.03 | |
| Deckers Outdoor Corporation (DECK) | 5.8 | $33M | 225k | 147.36 | |
| Svmk Inc ordinary shares | 5.8 | $33M | 1.9M | 17.10 | |
| Sea Sponsored Ads (SE) | 5.2 | $29M | 950k | 30.95 | |
| Danaher Corporation (DHR) | 5.1 | $29M | 200k | 144.43 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.4 | $25M | 150k | 167.23 | |
| Bio Rad Labs Cl A (BIO) | 4.4 | $25M | 75k | 332.75 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 4.3 | $25M | 400k | 61.42 | |
| Charter Communications Inc N Cl A (CHTR) | 4.0 | $23M | 55k | 412.13 | |
| Iqvia Holdings (IQV) | 3.6 | $20M | 135k | 149.38 | |
| Ishares Tr Select Divid Etf (DVY) | 3.1 | $18M | 175k | 101.95 | |
| Facebook Cl A (META) | 3.1 | $18M | 100k | 178.08 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 2.8 | $16M | 300k | 53.78 | |
| Servicenow (NOW) | 2.7 | $15M | 60k | 253.85 | |
| Starbucks Corporation (SBUX) | 2.3 | $13M | 150k | 88.42 | |
| Zoetis Cl A (ZTS) | 2.2 | $13M | 100k | 124.59 | |
| Inmode SHS (INMD) | 2.1 | $12M | 550k | 21.51 | |
| Repligen Corporation (RGEN) | 2.0 | $12M | 150k | 76.69 | |
| Coupa Software | 1.7 | $9.7M | 75k | 129.57 | |
| Pagseguro Digital Com Cl A (PAGS) | 1.6 | $9.3M | 200k | 46.31 | |
| Zoom Video Communications In Cl A (ZM) | 1.3 | $7.6M | 100k | 76.20 | |
| Datadog Cl A Com (DDOG) | 1.2 | $6.8M | 200k | 33.91 | |
| Snap Cl A (SNAP) | 1.0 | $5.5M | 350k | 15.80 | |
| New Relic | 0.9 | $4.9M | 80k | 61.45 | |
| Cloudflare Cl A Com (NET) | 0.7 | $3.7M | 200k | 18.57 |
