Miura Global Management Q4 2020 13F Holdings

Miura Global Management Q4 2020 holdings
TickerName ValueShares↓ Weighting
GDRX GOODRX HLDGS INCAdd  $40,340
28.4%
1,000,000
77.0%
7.62%
-14.5%
FCNCA FIRST CTZNS BANCSHARES...cl aNew  $37,90266,0007.16%
INMD INMODE LTDReduce  $32,049
-5.6%
675,000
-28.0%
6.05%
-37.1%
NET CLOUDFLARE INCAdd  $30,396
101.7%
400,000
9.0%
5.74%
34.3%
SE SEA LTDsponsord adsAdd  $29,858
55.1%
150,000
20.0%
5.64%
3.3%
CHTR CHARTER COMMUNICATIONS...cl a  $29,770
6.0%
45,0000.0%5.62%
-29.4%
INSP INSPIRE MED SYS INCReduce  $28,214
4.1%
150,000
-28.6%
5.33%
-30.7%
LPRO OPEN LENDING CORPAdd  $26,919
111.1%
770,000
54.0%
5.08%
40.6%
V VISA INCAdd  $26,248
124.8%
120,000
105.5%
4.96%
49.7%
DECK DECKERS OUTDOOR CORPReduce  $25,810
29.1%
90,000
-1.0%
4.87%
-14.1%
EDU NEW ORIENTAL ED & TECH...spon adrAdd  $22,297
40.6%
120,000
13.1%
4.21%
-6.4%
IAC IAC INTERACTIVECORP NEWNew  $17,61093,0003.32%
TAL TAL EDUCATION GROUPsponsored adsAdd  $15,017
2.9%
210,000
9.4%
2.84%
-31.5%
AMED AMEDISYS INCAdd  $13,787
241.0%
47,000
174.9%
2.60%
127.1%
DHR DANAHER CORPORATIONReduce  $11,507
-3.2%
51,800
-6.2%
2.17%
-35.5%
DIS DISNEY WALT CONew  $10,87160,0002.05%
MSFT MICROSOFT CORPReduce  $10,632
-0.7%
47,800
-6.1%
2.01%
-33.9%
CMCSA COMCAST CORP NEWcl aNew  $9,432180,0001.78%
RGEN REPLIGEN CORPAdd  $8,298
37.8%
43,300
6.1%
1.57%
-8.2%
LBRDK LIBERTY BROADBAND CORPReduce  $7,998
4.1%
50,500
-6.1%
1.51%
-30.7%
CHE CHEMED CORP NEWAdd  $7,989
213.8%
15,000
183.0%
1.51%
109.0%
BIO BIO RAD LABS INCcl aReduce  $7,870
6.0%
13,500
-6.2%
1.49%
-29.4%
JD JD.COM INCspon adr cl aReduce  $7,849
6.5%
89,300
-6.0%
1.48%
-29.1%
FIS FIDELITY NATL INFORMAT...Reduce  $7,752
-9.8%
54,800
-6.2%
1.46%
-39.9%
OSH OAK STR HEALTH INCAdd  $7,339
205.9%
120,000
167.3%
1.39%
103.7%
JPM JPMORGAN CHASE & COReduce  $6,582
23.9%
51,800
-6.2%
1.24%
-17.5%
XLP SELECT SECTOR SPDR TRsbi cons stplsReduce  $5,369
-1.1%
79,600
-6.0%
1.01%
-34.1%
ADUS ADDUS HOMECARE CORPAdd  $5,035
239.3%
43,000
173.9%
0.95%
126.0%
TSM TAIWAN SEMICONDUCTOR M...sponsored adsNew  $4,36240,0000.82%
CYRX CRYOPORT INCReduce  $4,068
-13.0%
92,700
-6.1%
0.77%
-42.1%
MS MORGAN STANLEYReduce  $4,050
33.2%
59,100
-6.0%
0.76%
-11.3%
CDNS CADENCE DESIGN SYSTEM INCNew  $3,13823,0000.59%
SNPS SYNOPSYS INCNew  $3,11112,0000.59%
BAC BK OF AMERICA CORPReduce  $3,061
17.6%
101,000
-6.5%
0.58%
-21.7%
AEO AMERICAN EAGLE OUTFITT...Reduce  $2,870
26.7%
143,000
-6.5%
0.54%
-15.7%
CGNX COGNEX CORPReduce  $2,810
15.7%
35,000
-6.2%
0.53%
-22.9%
PDD PINDUODUO INCsponsored adsReduce  $2,274
123.8%
12,800
-6.6%
0.43%
49.1%
ZBRA ZEBRA TECHNOLOGIES COR...cl aReduce  $2,075
41.7%
5,400
-6.9%
0.39%
-5.6%
NKE NIKE INCcl bReduce  $2,023
5.3%
14,300
-6.5%
0.38%
-29.9%
ADBE ADOBE SYSTEMS INCORPOR...Reduce  $2,000
-5.2%
4,000
-7.0%
0.38%
-36.8%
BABA ALIBABA GROUP HLDG LTDsponsored adsReduce  $1,676
-26.0%
7,200
-6.5%
0.32%
-50.7%
DDOG DATADOG INCReduce  $1,211
-9.5%
12,300
-6.1%
0.23%
-39.7%
AFIB ACUTUS MED INC  $144
-3.4%
5,0000.0%0.03%
-35.6%
LI LI AUTO INCsponsored ads  $29
70.6%
1,0000.0%0.01%
13.6%
SNOW SNOWFLAKE INCcl aSold out  $0-12,500-0.89%
AXNX AXONICS MODULATION TEC...Sold out  $0-76,000-1.10%
EQH EQUITABLE HLDGS INCSold out  $0-245,000-1.27%
DKNG DRAFTKINGS INCSold out  $0-89,800-1.50%