Miura Global Management as of Sept. 30, 2020
Portfolio Holdings for Miura Global Management
Miura Global Management holds 41 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inmode SHS (INMD) | 9.6 | $34M | 938k | 36.18 | |
| Goodrx Hldgs Com Cl A (GDRX) | 8.9 | $31M | 565k | 55.60 | |
| Charter Communications Inc N Cl A (CHTR) | 8.0 | $28M | 45k | 624.33 | |
| Inspire Med Sys (INSP) | 7.7 | $27M | 210k | 129.05 | |
| Deckers Outdoor Corporation (DECK) | 5.7 | $20M | 91k | 220.01 | |
| Sea Sponsord Ads (SE) | 5.5 | $19M | 125k | 154.04 | |
| New Oriental Ed & Technology Spon Adr | 4.5 | $16M | 106k | 149.50 | |
| Cloudflare Cl A Com (NET) | 4.3 | $15M | 367k | 41.06 | |
| Tal Education Group Sponsored Ads (TAL) | 4.1 | $15M | 192k | 76.04 | |
| Open Lending Corp Com Cl A (LPRO) | 3.6 | $13M | 500k | 25.50 | |
| Danaher Corporation (DHR) | 3.4 | $12M | 55k | 215.33 | |
| Visa Com Cl A (V) | 3.3 | $12M | 58k | 199.97 | |
| Microsoft Corporation (MSFT) | 3.0 | $11M | 51k | 210.33 | |
| Fidelity National Information Services (FIS) | 2.4 | $8.6M | 58k | 147.21 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.2 | $7.7M | 54k | 142.86 | |
| Bio Rad Labs Cl A (BIO) | 2.1 | $7.4M | 14k | 515.49 | |
| Jd.com Spon Adr Cl A (JD) | 2.1 | $7.4M | 95k | 77.61 | |
| Repligen Corporation (RGEN) | 1.7 | $6.0M | 41k | 147.55 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.5 | $5.4M | 85k | 64.10 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $5.3M | 55k | 96.27 | |
| Draftkings Com Cl A | 1.5 | $5.3M | 90k | 58.84 | |
| Cryoport Com Par $0.001 (CYRX) | 1.3 | $4.7M | 99k | 47.40 | |
| Equitable Holdings (EQH) | 1.3 | $4.5M | 245k | 18.24 | |
| Amedisys (AMED) | 1.1 | $4.0M | 17k | 236.43 | |
| Axonics Modulation Technolog (AXNX) | 1.1 | $3.9M | 76k | 51.04 | |
| Snowflake Cl A (SNOW) | 0.9 | $3.1M | 13k | 251.04 | |
| Morgan Stanley Com New (MS) | 0.9 | $3.0M | 63k | 48.35 | |
| Bank of America Corporation (BAC) | 0.7 | $2.6M | 108k | 24.09 | |
| Chemed Corp Com Stk (CHE) | 0.7 | $2.5M | 5.3k | 480.38 | |
| Cognex Corporation (CGNX) | 0.7 | $2.4M | 37k | 65.09 | |
| Oak Street Health | 0.7 | $2.4M | 45k | 53.43 | |
| American Eagle Outfitters (AEO) | 0.6 | $2.3M | 153k | 14.81 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $2.3M | 7.7k | 294.03 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $2.1M | 4.3k | 490.47 | |
| Nike CL B (NKE) | 0.5 | $1.9M | 15k | 125.56 | |
| Addus Homecare Corp (ADUS) | 0.4 | $1.5M | 16k | 94.52 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.4 | $1.5M | 5.8k | 252.41 | |
| Datadog Cl A Com (DDOG) | 0.4 | $1.3M | 13k | 102.14 | |
| Pinduoduo Sponsored Ads (PDD) | 0.3 | $1.0M | 14k | 74.16 | |
| Acutus Medical (AFIB) | 0.0 | $149k | 5.0k | 29.80 | |
| Li Auto Sponsored Ads (LI) | 0.0 | $17k | 1.0k | 17.00 |
