Miura Global Management as of Dec. 31, 2020
Portfolio Holdings for Miura Global Management
Miura Global Management holds 44 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goodrx Hldgs Com Cl A (GDRX) | 7.6 | $40M | 1.0M | 40.34 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 7.2 | $38M | 66k | 574.27 | |
| Inmode SHS (INMD) | 6.1 | $32M | 675k | 47.48 | |
| Cloudflare Cl A Com (NET) | 5.7 | $30M | 400k | 75.99 | |
| Sea Sponsord Ads (SE) | 5.6 | $30M | 150k | 199.05 | |
| Charter Communications Inc N Cl A (CHTR) | 5.6 | $30M | 45k | 661.56 | |
| Inspire Med Sys (INSP) | 5.3 | $28M | 150k | 188.09 | |
| Open Lending Corp Com Cl A (LPRO) | 5.1 | $27M | 770k | 34.96 | |
| Visa Com Cl A (V) | 5.0 | $26M | 120k | 218.73 | |
| Deckers Outdoor Corporation (DECK) | 4.9 | $26M | 90k | 286.78 | |
| New Oriental Ed & Technology Spon Adr | 4.2 | $22M | 120k | 185.81 | |
| Iac Interactive Ord | 3.3 | $18M | 93k | 189.35 | |
| Tal Education Group Sponsored Ads (TAL) | 2.8 | $15M | 210k | 71.51 | |
| Amedisys (AMED) | 2.6 | $14M | 47k | 293.34 | |
| Danaher Corporation (DHR) | 2.2 | $12M | 52k | 222.14 | |
| Walt Disney Company (DIS) | 2.1 | $11M | 60k | 181.18 | |
| Microsoft Corporation (MSFT) | 2.0 | $11M | 48k | 222.43 | |
| Comcast Corp Cl A (CMCSA) | 1.8 | $9.4M | 180k | 52.40 | |
| Repligen Corporation (RGEN) | 1.6 | $8.3M | 43k | 191.64 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.5 | $8.0M | 51k | 158.38 | |
| Chemed Corp Com Stk (CHE) | 1.5 | $8.0M | 15k | 532.60 | |
| Bio Rad Labs Cl A (BIO) | 1.5 | $7.9M | 14k | 582.96 | |
| Jd.com Spon Adr Cl A (JD) | 1.5 | $7.8M | 89k | 87.89 | |
| Fidelity National Information Services (FIS) | 1.5 | $7.8M | 55k | 141.46 | |
| Oak Street Health | 1.4 | $7.3M | 120k | 61.16 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $6.6M | 52k | 127.07 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $5.4M | 80k | 67.45 | |
| Addus Homecare Corp (ADUS) | 1.0 | $5.0M | 43k | 117.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $4.4M | 40k | 109.05 | |
| Cryoport Com Par $0.001 (CYRX) | 0.8 | $4.1M | 93k | 43.88 | |
| Morgan Stanley Com New (MS) | 0.8 | $4.0M | 59k | 68.53 | |
| Cadence Design Systems (CDNS) | 0.6 | $3.1M | 23k | 136.43 | |
| Synopsys (SNPS) | 0.6 | $3.1M | 12k | 259.25 | |
| Bank of America Corporation (BAC) | 0.6 | $3.1M | 101k | 30.31 | |
| American Eagle Outfitters (AEO) | 0.5 | $2.9M | 143k | 20.07 | |
| Cognex Corporation (CGNX) | 0.5 | $2.8M | 35k | 80.29 | |
| Pinduoduo Sponsored Ads (PDD) | 0.4 | $2.3M | 13k | 177.66 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.4 | $2.1M | 5.4k | 384.26 | |
| Nike CL B (NKE) | 0.4 | $2.0M | 14k | 141.47 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.0M | 4.0k | 500.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $1.7M | 7.2k | 232.78 | |
| Datadog Cl A Com (DDOG) | 0.2 | $1.2M | 12k | 98.46 | |
| Acutus Medical (AFIB) | 0.0 | $144k | 5.0k | 28.80 | |
| Li Auto Sponsored Ads (LI) | 0.0 | $29k | 1.0k | 29.00 |
