$590 Million is the total value of Miura Global Management's 28 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 48.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP | $73,990 | +31.9% | 220,000 | +10.6% | 12.54% | +44.2% |
FCNCA | Sell | FIRST CTZNS BANCSHARES INC Ncl a | $66,387 | -25.0% | 80,000 | -23.8% | 11.25% | -18.0% |
Buy | CYTEK BIOSCIENCES INC | $49,286 | +8.7% | 3,020,000 | +42.6% | 8.35% | +18.9% | |
SCHW | Buy | SCHWAB CHARLES CORP | $38,266 | +50.1% | 455,000 | +30.0% | 6.49% | +64.1% |
LUNG | Buy | PULMONX CORP | $36,720 | -3.7% | 1,145,000 | +8.0% | 6.22% | +5.3% |
DHR | Sell | DANAHER CORPORATION | $28,953 | -3.9% | 88,000 | -11.1% | 4.91% | +5.0% |
Buy | STEVANATO GROUP S P A | $26,738 | +17.4% | 1,191,000 | +32.3% | 4.53% | +28.3% | |
RGEN | Buy | REPLIGEN CORP | $23,836 | -3.0% | 90,000 | +5.9% | 4.04% | +6.1% |
GM | New | GENERAL MTRS CO | $23,452 | – | 400,000 | +100.0% | 3.98% | – |
ERII | Buy | ENERGY RECOVERY INC | $22,135 | +24.4% | 1,030,000 | +10.2% | 3.75% | +36.0% |
INSP | Sell | INSPIRE MED SYS INC | $20,659 | -15.9% | 89,800 | -14.9% | 3.50% | -8.1% |
SE | Buy | SEA LTDsponsored ads | $19,015 | -25.4% | 85,000 | +6.2% | 3.22% | -18.5% |
New | BATH & BODY WORKS INC | $18,843 | – | 270,000 | +100.0% | 3.19% | – | |
DECK | Sell | DECKERS OUTDOOR CORP | $18,316 | -7.5% | 50,000 | -9.1% | 3.10% | +1.1% |
MCW | New | MISTER CAR WASH INC | $18,210 | – | 1,000,000 | +100.0% | 3.09% | – |
DDOG | New | DATADOG INC | $17,811 | – | 100,000 | +100.0% | 3.02% | – |
New | AIRSCULPT TECHNOLOGIES INC | $14,955 | – | 870,000 | +100.0% | 2.54% | – | |
LPRO | Sell | OPEN LENDING CORP | $13,488 | -49.5% | 600,000 | -18.9% | 2.29% | -44.8% |
NET | Sell | CLOUDFLARE INC | $13,150 | -36.9% | 100,000 | -45.9% | 2.23% | -31.0% |
BIO | Sell | BIO RAD LABS INCcl a | $8,311 | -24.2% | 11,000 | -25.2% | 1.41% | -17.1% |
SHOP | Sell | SHOPIFY INCcl a | $6,887 | -63.7% | 5,000 | -64.3% | 1.17% | -60.3% |
CYRX | Buy | CRYOPORT INC | $6,509 | +6.4% | 110,000 | +19.6% | 1.10% | +16.2% |
INMD | Sell | INMODE LTD | $5,611 | -58.4% | 79,500 | -5.9% | 0.95% | -54.5% |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $5,216 | -64.2% | 8,000 | -60.0% | 0.88% | -60.8% |
RESERVOIR MEDIA INC | $4,351 | -13.2% | 550,000 | 0.0% | 0.74% | -5.0% | ||
LBRDK | Sell | LIBERTY BROADBAND CORP | $4,028 | -41.7% | 25,000 | -37.5% | 0.68% | -36.2% |
New | ON HLDG AGnamen akt a | $3,781 | – | 100,000 | +100.0% | 0.64% | – | |
New | RIVIAN AUTOMOTIVE INC | $1,037 | – | 10,000 | +100.0% | 0.18% | – | |
GH | Exit | GUARDANT HEALTH INC | $0 | – | -37,000 | -100.0% | -0.72% | – |
FB | Exit | FACEBOOK INCcl a | $0 | – | -35,000 | -100.0% | -1.84% | – |
GDRX | Exit | GOODRX HLDGS INC | $0 | – | -405,000 | -100.0% | -2.58% | – |
PFGC | Exit | PERFORMANCE FOOD GROUP CO | $0 | – | -400,000 | -100.0% | -2.88% | – |
V | Exit | VISA INC | $0 | – | -95,000 | -100.0% | -3.28% | – |
ESTC | Exit | ELASTIC N V | $0 | – | -200,000 | -100.0% | -4.62% | – |
Source
Signed by
- Joseph Luca — Chief Financial Officer
- Miura Global Management holdings (13F-HR)
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