Miura Global Management

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