Miura Global Management as of March 31, 2020
Portfolio Holdings for Miura Global Management
Miura Global Management holds 36 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inspire Med Sys (INSP) | 8.3 | $32M | 530k | 60.28 | |
| Microsoft Corporation (MSFT) | 8.2 | $32M | 200k | 157.71 | |
| Deckers Outdoor Corporation (DECK) | 7.5 | $29M | 215k | 134.00 | |
| New Oriental Education & Tech | 7.0 | $27M | 250k | 108.24 | |
| Fidelity National Information Services (FIS) | 6.3 | $24M | 200k | 121.64 | |
| Inmode Ltd. Inmd (INMD) | 5.1 | $20M | 910k | 21.50 | |
| Visa (V) | 5.0 | $19M | 120k | 161.12 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.0 | $19M | 435k | 44.31 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.7 | $18M | 42k | 436.31 | |
| Danaher Corporation (DHR) | 3.9 | $15M | 110k | 138.41 | |
| Iqiyi (IQ) | 3.8 | $15M | 830k | 17.80 | |
| Bio-Rad Laboratories (BIO) | 3.6 | $14M | 40k | 350.55 | |
| Consumer Staples Select Sect. SPDR (XLP) | 3.2 | $12M | 224k | 54.47 | |
| Iqvia Holdings (IQV) | 2.9 | $11M | 105k | 107.86 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $9.0M | 28k | 318.23 | |
| Shopify Inc cl a (SHOP) | 2.2 | $8.3M | 20k | 416.95 | |
| Repligen Corporation (RGEN) | 1.9 | $7.2M | 75k | 96.55 | |
| TAL Education (TAL) | 1.7 | $6.7M | 125k | 53.26 | |
| Amazon (AMZN) | 1.5 | $5.8M | 3.0k | 1949.67 | |
| Amedisys (AMED) | 1.4 | $5.5M | 30k | 183.53 | |
| Servicenow (NOW) | 1.4 | $5.4M | 19k | 286.58 | |
| Zoetis Inc Cl A (ZTS) | 1.3 | $4.9M | 42k | 117.69 | |
| Boston Scientific Corporation (BSX) | 1.3 | $4.9M | 150k | 32.63 | |
| Stryker Corporation (SYK) | 1.2 | $4.8M | 29k | 166.48 | |
| LivePerson (LPSN) | 1.2 | $4.6M | 200k | 22.75 | |
| Chemed Corp Com Stk (CHE) | 1.1 | $4.3M | 10k | 433.20 | |
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $4.1M | 90k | 45.57 | |
| Brookfield Asset Management | 1.0 | $4.0M | 90k | 44.26 | |
| Tesla Motors (TSLA) | 0.8 | $3.1M | 6.0k | 524.00 | |
| Teladoc (TDOC) | 0.8 | $3.1M | 20k | 155.00 | |
| Appollo Global Mgmt Inc Cl A | 0.8 | $3.0M | 90k | 33.50 | |
| Coupa Software | 0.7 | $2.7M | 19k | 139.74 | |
| Nike (NKE) | 0.6 | $2.2M | 26k | 82.73 | |
| Addus Homecare Corp (ADUS) | 0.5 | $1.9M | 28k | 67.61 | |
| Intuit (INTU) | 0.5 | $1.8M | 8.0k | 230.00 | |
| Datadog Inc Cl A (DDOG) | 0.3 | $1.1M | 30k | 35.97 |
