Miura Global Management as of March 31, 2022
Portfolio Holdings for Miura Global Management
Miura Global Management holds 27 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.0 | $34M | 110k | 308.31 | |
| Cytek Biosciences (CTKB) | 7.9 | $24M | 2.3M | 10.78 | |
| Charles Schwab Corporation (SCHW) | 6.7 | $21M | 245k | 84.31 | |
| Repligen Corporation (RGEN) | 5.9 | $18M | 97k | 188.09 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 5.8 | $18M | 27k | 665.59 | |
| Amazon (AMZN) | 5.3 | $16M | 5.0k | 3260.00 | |
| Pulmonx Corp (LUNG) | 4.8 | $15M | 595k | 24.81 | |
| Cheniere Energy Com New (LNG) | 3.7 | $11M | 82k | 138.65 | |
| Netflix (NFLX) | 3.7 | $11M | 30k | 374.60 | |
| Danaher Corporation (DHR) | 3.6 | $11M | 38k | 293.33 | |
| Dutch Bros Cl A (BROS) | 3.6 | $11M | 200k | 55.27 | |
| Cloudflare Cl A Com (NET) | 3.5 | $11M | 90k | 119.70 | |
| Walt Disney Company (DIS) | 3.4 | $10M | 76k | 137.17 | |
| Stevanato Group S P A Ord Shs (STVN) | 3.3 | $10M | 510k | 20.12 | |
| Mister Car Wash (MCW) | 3.3 | $10M | 680k | 14.79 | |
| Energy Recovery (ERII) | 3.1 | $9.7M | 480k | 20.14 | |
| Datadog Cl A Com (DDOG) | 3.1 | $9.6M | 64k | 151.46 | |
| Airsculpt Technologies (AIRS) | 3.1 | $9.5M | 696k | 13.68 | |
| Inspire Med Sys (INSP) | 3.1 | $9.4M | 37k | 256.68 | |
| Deckers Outdoor Corporation (DECK) | 2.9 | $9.0M | 33k | 273.76 | |
| On Hldg Namen Akt A (ONON) | 2.5 | $7.6M | 300k | 25.24 | |
| Bath & Body Works In (BBWI) | 1.7 | $5.3M | 110k | 47.80 | |
| Visa Com Cl A (V) | 1.4 | $4.2M | 19k | 221.79 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $4.0M | 11k | 357.41 | |
| Inmode SHS (INMD) | 0.8 | $2.5M | 68k | 36.91 | |
| Confluent Class A Com (CFLT) | 0.8 | $2.5M | 60k | 41.00 | |
| Reservoir Media (RSVR) | 0.7 | $2.2M | 225k | 9.83 |
