Miura Global Management as of Sept. 30, 2022
Portfolio Holdings for Miura Global Management
Miura Global Management holds 18 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inmode SHS (INMD) | 18.3 | $31M | 1.1M | 29.11 | |
| Netflix (NFLX) | 8.0 | $13M | 57k | 235.44 | |
| Cheniere Energy Com New (LNG) | 7.3 | $12M | 73k | 165.90 | |
| Microsoft Corporation (MSFT) | 7.3 | $12M | 52k | 232.90 | |
| Cytek Biosciences (CTKB) | 7.2 | $12M | 820k | 14.72 | |
| Option Care Health Com New (OPCH) | 6.6 | $11M | 351k | 31.47 | |
| Danaher Corporation (DHR) | 6.2 | $10M | 40k | 258.30 | |
| Visa Com Cl A (V) | 6.2 | $10M | 58k | 177.66 | |
| Repligen Corporation (RGEN) | 6.0 | $10M | 54k | 187.12 | |
| Ferrari Nv Ord (RACE) | 5.0 | $8.3M | 45k | 185.00 | |
| EQT Corporation (EQT) | 4.8 | $7.9M | 195k | 40.75 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 3.8 | $6.4M | 8.0k | 797.38 | |
| Inspire Med Sys (INSP) | 2.9 | $4.8M | 27k | 177.38 | |
| Cloudflare Cl A Com (NET) | 2.8 | $4.7M | 85k | 55.31 | |
| Energy Recovery (ERII) | 2.6 | $4.3M | 200k | 21.74 | |
| Deckers Outdoor Corporation (DECK) | 2.2 | $3.6M | 12k | 312.61 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $2.4M | 15k | 164.83 | |
| Capri Holdings SHS (CPRI) | 1.4 | $2.3M | 60k | 38.43 |
