Miura Global Management as of June 30, 2020
Portfolio Holdings for Miura Global Management
Miura Global Management holds 31 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 10.8 | $41M | 80k | 510.04 | |
| Inmode SHS (INMD) | 8.8 | $33M | 1.2M | 28.32 | |
| Inspire Med Sys (INSP) | 8.5 | $32M | 370k | 87.02 | |
| New Oriental Ed & Technology Spon Adr | 7.8 | $30M | 228k | 130.23 | |
| Deckers Outdoor Corporation (DECK) | 7.8 | $30M | 150k | 196.39 | |
| Sea Sponsored Ads (SE) | 6.4 | $24M | 225k | 107.24 | |
| Tal Education Group Sponsored Ads (TAL) | 5.6 | $21M | 308k | 68.38 | |
| Visa Com Cl A (V) | 4.8 | $18M | 95k | 193.17 | |
| Microsoft Corporation (MSFT) | 4.5 | $17M | 83k | 203.51 | |
| Danaher Corporation (DHR) | 4.4 | $17M | 95k | 176.83 | |
| Fidelity National Information Services (FIS) | 3.4 | $13M | 95k | 134.09 | |
| Bio Rad Labs Cl A (BIO) | 2.9 | $11M | 24k | 451.50 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $8.5M | 90k | 94.06 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.2 | $8.3M | 142k | 58.64 | |
| Repligen Corporation (RGEN) | 2.2 | $8.3M | 67k | 123.61 | |
| Equitable Holdings (EQH) | 2.1 | $7.8M | 403k | 19.29 | |
| Amazon (AMZN) | 2.0 | $7.7M | 2.8k | 2758.93 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 1.8 | $7.0M | 213k | 32.90 | |
| Amedisys (AMED) | 1.5 | $5.6M | 28k | 198.54 | |
| Morgan Stanley Com New (MS) | 1.3 | $5.0M | 104k | 48.30 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.3 | $5.0M | 40k | 123.95 | |
| Bank of America Corporation (BAC) | 1.1 | $4.3M | 180k | 23.75 | |
| Chemed Corp Com Stk (CHE) | 1.1 | $4.1M | 9.0k | 451.11 | |
| Cognex Corporation (CGNX) | 1.0 | $3.6M | 61k | 59.72 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $3.3M | 7.5k | 435.33 | |
| American Eagle Outfitters (AEO) | 0.7 | $2.7M | 250k | 10.90 | |
| Nike CL B (NKE) | 0.6 | $2.5M | 25k | 98.04 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.6 | $2.4M | 9.5k | 256.00 | |
| Addus Homecare Corp (ADUS) | 0.6 | $2.4M | 26k | 92.58 | |
| Coupa Software | 0.6 | $2.4M | 8.5k | 277.06 | |
| Datadog Cl A Com (DDOG) | 0.5 | $1.9M | 22k | 86.95 |
