Miura Global Management as of Dec. 31, 2019
Portfolio Holdings for Miura Global Management
Miura Global Management holds 40 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 7.4 | $43M | 355k | 121.25 | |
| Visa (V) | 6.5 | $38M | 200k | 187.90 | |
| Inmode Ltd. Inmd (INMD) | 6.2 | $36M | 925k | 39.20 | |
| Fidelity National Information Services (FIS) | 6.0 | $35M | 250k | 139.09 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.7 | $33M | 825k | 40.22 | |
| Microsoft Corporation (MSFT) | 5.6 | $32M | 205k | 157.70 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.4 | $32M | 65k | 485.08 | |
| TAL Education (TAL) | 4.5 | $26M | 545k | 48.20 | |
| Danaher Corporation (DHR) | 4.0 | $23M | 150k | 153.48 | |
| Snap Inc cl a (SNAP) | 3.6 | $21M | 1.3M | 16.33 | |
| Deckers Outdoor Corporation (DECK) | 3.6 | $21M | 125k | 168.86 | |
| Bio-Rad Laboratories (BIO) | 3.5 | $20M | 55k | 370.04 | |
| iShares Dow Jones Select Dividend (DVY) | 3.2 | $19M | 175k | 105.66 | |
| Alibaba Group Holding (BABA) | 2.9 | $17M | 80k | 212.10 | |
| Consumer Staples Select Sect. SPDR (XLP) | 2.6 | $15M | 240k | 62.98 | |
| Synchrony Financial (SYF) | 2.2 | $13M | 350k | 36.01 | |
| Iqvia Holdings (IQV) | 2.0 | $12M | 75k | 154.51 | |
| Repligen Corporation (RGEN) | 1.8 | $11M | 115k | 92.50 | |
| Appollo Global Mgmt Inc Cl A | 1.8 | $11M | 220k | 47.71 | |
| Servicenow (NOW) | 1.8 | $10M | 37k | 282.32 | |
| Facebook Inc cl a (META) | 1.8 | $10M | 50k | 205.26 | |
| Zoetis Inc Cl A (ZTS) | 1.7 | $9.9M | 75k | 132.35 | |
| Svmk Inc ordinary shares | 1.7 | $9.7M | 545k | 17.87 | |
| Five Below (FIVE) | 1.6 | $9.6M | 75k | 127.87 | |
| Blackstone Group Inc Com Cl A (BX) | 1.5 | $8.7M | 155k | 55.94 | |
| Coupa Software | 1.4 | $7.9M | 54k | 146.26 | |
| Kkr & Co (KKR) | 1.2 | $7.0M | 240k | 29.17 | |
| Wpx Energy | 1.2 | $6.9M | 500k | 13.74 | |
| UnitedHealth (UNH) | 1.1 | $6.5M | 22k | 294.00 | |
| Brookfield Asset Management | 1.1 | $6.4M | 110k | 57.80 | |
| Datadog Inc Cl A (DDOG) | 1.0 | $5.7M | 150k | 37.78 | |
| Anaplan | 0.9 | $5.2M | 100k | 52.40 | |
| Athene Holding Ltd Cl A | 0.8 | $4.7M | 100k | 47.03 | |
| Ringcentral (RNG) | 0.6 | $3.5M | 21k | 168.67 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $3.2M | 9.6k | 329.79 | |
| Intuit (INTU) | 0.4 | $2.4M | 9.0k | 261.89 | |
| salesforce (CRM) | 0.4 | $2.3M | 14k | 162.64 | |
| Ares Management Corporation cl a com stk (ARES) | 0.4 | $2.3M | 65k | 35.69 | |
| Shopify Inc cl a (SHOP) | 0.3 | $1.6M | 4.0k | 397.50 | |
| BlackRock (BLK) | 0.2 | $1.0M | 2.0k | 502.50 |
