Miura Global Management as of Sept. 30, 2021
Portfolio Holdings for Miura Global Management
Miura Global Management holds 27 positions in its portfolio as reported in the September 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) | 13.7 | $89M | 105k | 843.17 | |
| Microsoft Corporation (MSFT) | 8.7 | $56M | 199k | 281.92 | |
| Cytek Biosciences (CTKB) | 7.0 | $45M | 2.1M | 21.41 | |
| Pulmonx Corp (LUNG) | 5.9 | $38M | 1.1M | 35.98 | |
| Danaher Corporation (DHR) | 4.7 | $30M | 99k | 304.44 | |
| Elastic N V Ord Shs (ESTC) | 4.6 | $30M | 200k | 148.99 | |
| Open Lending Corp Com Cl A (LPRO) | 4.1 | $27M | 740k | 36.07 | |
| Sea Sponsord Ads (SE) | 4.0 | $26M | 80k | 318.73 | |
| Charles Schwab Corporation (SCHW) | 4.0 | $26M | 350k | 72.84 | |
| Inspire Med Sys (INSP) | 3.8 | $25M | 106k | 232.88 | |
| Repligen Corporation (RGEN) | 3.8 | $25M | 85k | 288.99 | |
| Stevanato Group S P A Ord Shs (STVN) | 3.5 | $23M | 900k | 25.31 | |
| Visa Com Cl A (V) | 3.3 | $21M | 95k | 222.75 | |
| Cloudflare Cl A Com (NET) | 3.2 | $21M | 185k | 112.65 | |
| Deckers Outdoor Corporation (DECK) | 3.1 | $20M | 55k | 360.20 | |
| Shopify Cl A (SHOP) | 2.9 | $19M | 14k | 1355.79 | |
| Performance Food (PFGC) | 2.9 | $19M | 400k | 46.46 | |
| Energy Recovery (ERII) | 2.8 | $18M | 935k | 19.03 | |
| Goodrx Hldgs Com Cl A (GDRX) | 2.6 | $17M | 405k | 41.02 | |
| Charter Communications Inc N Cl A (CHTR) | 2.3 | $15M | 20k | 727.55 | |
| Inmode SHS (INMD) | 2.1 | $14M | 85k | 159.46 | |
| Facebook Cl A (META) | 1.8 | $12M | 35k | 339.40 | |
| Bio Rad Labs Cl A (BIO) | 1.7 | $11M | 15k | 745.92 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.1 | $6.9M | 40k | 172.70 | |
| Cryoport Com Par $0.001 (CYRX) | 0.9 | $6.1M | 92k | 66.51 | |
| Reservoir Media (RSVR) | 0.8 | $5.0M | 550k | 9.11 | |
| Guardant Health (GH) | 0.7 | $4.6M | 37k | 125.00 |
