Miura Global Management as of June 30, 2022
Portfolio Holdings for Miura Global Management
Miura Global Management holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Repligen Corporation (RGEN) | 16.5 | $24M | 149k | 162.40 | |
Cytek Biosciences (CTKB) | 12.1 | $18M | 1.6M | 10.73 | |
Inmode SHS (INMD) | 9.8 | $14M | 635k | 22.41 | |
Microsoft Corporation (MSFT) | 8.8 | $13M | 50k | 256.84 | |
Ferrari Nv Ord (RACE) | 7.6 | $11M | 60k | 183.48 | |
Servicenow (NOW) | 6.5 | $9.5M | 20k | 475.50 | |
Cheniere Energy Com New (LNG) | 6.4 | $9.3M | 70k | 133.03 | |
Visa Com Cl A (V) | 6.1 | $8.9M | 45k | 196.89 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 5.5 | $8.0M | 70k | 113.69 | |
First Ctzns Bancshares Inc N Cl A (FCNCA) | 4.5 | $6.5M | 10k | 653.80 | |
Cloudflare Cl A Com (NET) | 3.8 | $5.6M | 128k | 43.75 | |
Danaher Corporation (DHR) | 3.8 | $5.6M | 22k | 253.50 | |
Deckers Outdoor Corporation (DECK) | 2.6 | $3.8M | 15k | 255.33 | |
Energy Recovery (ERII) | 2.3 | $3.3M | 170k | 19.42 | |
Inspire Med Sys (INSP) | 1.9 | $2.7M | 15k | 182.67 | |
Capri Holdings SHS (CPRI) | 1.8 | $2.7M | 65k | 41.02 |