Miura Global Management as of March 31, 2021
Portfolio Holdings for Miura Global Management
Miura Global Management holds 31 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 17.9 | $100M | 120k | 835.77 | |
| Walt Disney Company (DIS) | 5.6 | $31M | 170k | 184.52 | |
| Microsoft Corporation (MSFT) | 4.9 | $28M | 117k | 235.77 | |
| Tripadvisor (TRIP) | 4.8 | $27M | 500k | 53.79 | |
| Open Lending Corp Com Cl A (LPRO) | 4.7 | $27M | 750k | 35.42 | |
| Visa Com Cl A (V) | 4.7 | $26M | 123k | 211.73 | |
| Deckers Outdoor Corporation (DECK) | 4.4 | $25M | 75k | 330.43 | |
| Cloudflare Cl A Com (NET) | 4.4 | $25M | 350k | 70.26 | |
| Inmode SHS (INMD) | 4.2 | $24M | 325k | 72.37 | |
| Sea Sponsord Ads (SE) | 4.0 | $22M | 100k | 223.23 | |
| Goodrx Hldgs Com Cl A (GDRX) | 3.7 | $21M | 530k | 39.02 | |
| Iac Interactive Ord | 3.7 | $21M | 95k | 216.31 | |
| New Oriental Ed & Technology Spon Adr | 3.6 | $20M | 1.5M | 14.00 | |
| Inspire Med Sys (INSP) | 3.5 | $20M | 95k | 206.99 | |
| Pulmonx Corp (LUNG) | 3.3 | $19M | 405k | 45.74 | |
| Charter Communications Inc N Cl A (CHTR) | 3.1 | $17M | 28k | 617.04 | |
| MGM Resorts International. (MGM) | 2.5 | $14M | 375k | 37.99 | |
| Repligen Corporation (RGEN) | 1.9 | $11M | 56k | 194.41 | |
| Bio Rad Labs Cl A (BIO) | 1.9 | $11M | 19k | 571.16 | |
| Danaher Corporation (DHR) | 1.9 | $11M | 48k | 225.08 | |
| Vpc Impact Acquisition Hldng Shs Cl A | 1.8 | $10M | 770k | 12.99 | |
| Shopify Cl A (SHOP) | 1.4 | $7.7M | 7.0k | 1106.57 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $7.6M | 140k | 54.11 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.3 | $7.5M | 50k | 150.16 | |
| Aptiv SHS (APTV) | 1.2 | $6.5M | 47k | 137.89 | |
| Roku Com Cl A (ROKU) | 0.9 | $4.9M | 15k | 325.80 | |
| Morgan Stanley Com New (MS) | 0.8 | $4.3M | 55k | 77.65 | |
| Magna Intl Inc cl a (MGA) | 0.7 | $4.1M | 47k | 88.04 | |
| American Eagle Outfitters (AEO) | 0.7 | $3.9M | 135k | 29.24 | |
| Cryoport Com Par $0.001 (CYRX) | 0.7 | $3.9M | 75k | 52.01 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.8M | 3.7k | 475.41 |
