256 is the total number of securities Miura Global Management has owned. The longest Miura Global Management has owned a single stock is 31 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| V | VISA INC | 24 | 7 | 1.27% | 6.18% | 16.56% | Q4 2015 | Q3 2023 | 31 |
| FB | META PLATFORMS INC | 8 | 1 | 1.36% | 5.45% | 11.58% | Q3 2013 | Q3 2023 | 23 |
| CHTR | CHARTER COMMUNICATIONS... | 13 | 8 | 0.88% | 5.77% | 15.73% | Q2 2016 | Q4 2021 | 21 |
| RGEN | REPLIGEN CORP | 18 | 3 | 0.71% | 3.31% | 16.54% | Q2 2018 | Q3 2023 | 21 |
| MSFT | MICROSOFT CORP | 18 | 18 | 2.01% | 8.30% | 17.28% | Q2 2019 | Q3 2023 | 18 |
| DECK | DECKERS OUTDOOR CORP | 18 | 18 | 2.16% | 4.15% | 7.78% | Q2 2019 | Q3 2023 | 18 |
| INMD | INMODE LTD | 17 | 17 | 0.82% | 6.27% | 18.33% | Q3 2019 | Q3 2023 | 17 |
| DHR | DANAHER CORPORATION | 17 | 17 | 1.29% | 3.77% | 6.19% | Q3 2019 | Q3 2023 | 17 |
| FLT | FLEETCOR TECHNOLOGIES INC | 16 | 16 | 3.07% | 6.51% | 9.61% | Q2 2013 | Q1 2017 | 16 |
| LBRDK | LIBERTY BROADBAND CORP | 9 | 7 | 0.65% | 2.75% | 9.71% | Q1 2016 | Q4 2021 | 16 |
| INSP | INSPIRE MED SYS INC | 15 | 15 | 0.93% | 4.19% | 8.50% | Q1 2020 | Q3 2023 | 15 |
| AXDX | ACCELERATE DIAGNOSTICS... | 15 | 15 | 0.44% | 1.96% | 7.19% | Q3 2014 | Q1 2018 | 15 |
| RH | RESTORATION HARDWARE H... | 11 | 3 | 2.68% | 8.85% | 13.86% | Q2 2013 | Q4 2016 | 14 |
| LVNTA | LIBERTY INTERACTIVE CORP | 14 | 14 | 2.65% | 5.19% | 11.88% | Q2 2013 | Q3 2016 | 14 |
| NET | CLOUDFLARE INC | 13 | 1 | 0.65% | 3.84% | 5.74% | Q3 2019 | Q3 2023 | 14 |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 1 | 0.32% | 6.11% | 17.75% | Q3 2016 | Q2 2022 | 12 |
| CHTR | CHARTER COMMUNICATIONS... | 12 | 12 | 4.17% | 6.09% | 8.82% | Q2 2013 | Q1 2016 | 12 |
| SE | SEA LTD | 12 | 12 | 3.02% | 4.55% | 6.37% | Q1 2019 | Q4 2021 | 12 |
| NFLX | NETFLIX INC | 5 | 1 | 0.90% | 4.48% | 8.90% | Q1 2014 | Q3 2023 | 12 |
| LBTYA | LIBERTY GLOBAL PLC | 12 | 12 | 0.80% | 4.47% | 7.89% | Q2 2013 | Q1 2016 | 12 |
| LBTYK | LIBERTY GLOBAL PLC | 12 | 12 | 1.88% | 4.04% | 5.30% | Q2 2013 | Q1 2016 | 12 |
| AMZN | AMAZON COM INC | 4 | 1 | 1.51% | 4.03% | 6.55% | Q1 2016 | Q1 2022 | 11 |
| STZ | CONSTELLATION BRANDS INC | 10 | 10 | 2.67% | 5.07% | 7.30% | Q4 2014 | Q1 2017 | 10 |
| ERII | ENERGY RECOVERY INC | 10 | 10 | 0.73% | 2.84% | 4.02% | Q2 2021 | Q3 2023 | 10 |
| BIO | BIO RAD LABS INC | 10 | 10 | 0.67% | 2.37% | 4.39% | Q3 2019 | Q4 2021 | 10 |
| EDU | NEW ORIENTAL ED & TECH... | 9 | 9 | 3.64% | 7.08% | 11.32% | Q1 2019 | Q1 2021 | 9 |
| VIPS | VIPSHOP HLDGS LTD | 7 | 2 | 1.64% | 4.68% | 8.96% | Q3 2013 | Q1 2016 | 9 |
| JD | JD.COM INC | 7 | 2 | 1.48% | 4.05% | 7.42% | Q2 2014 | Q4 2020 | 9 |
| ZOES | ZOES KITCHEN INC | 9 | 9 | 0.56% | 2.41% | 3.69% | Q4 2014 | Q4 2016 | 9 |
| FCNCA | FIRST CTZNS BANCSHARES... | 8 | 8 | 3.82% | 10.27% | 17.93% | Q4 2020 | Q3 2022 | 8 |
| MTN | VAIL RESORTS INC | 8 | 8 | 4.42% | 6.36% | 8.03% | Q1 2017 | Q4 2018 | 8 |
| CYTEK BIOSCIENCES INC | 8 | 8 | 1.16% | 6.27% | 12.14% | Q3 2021 | Q2 2023 | 8 | |
| IBKR | INTERACTIVE BROKERS GR... | 8 | 8 | 2.63% | 4.99% | 10.05% | Q4 2017 | Q3 2019 | 8 |
| DDOG | DATADOG INC | 6 | 2 | 0.23% | 1.21% | 3.12% | Q3 2019 | Q1 2022 | 8 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 2 | 0.31% | 0.76% | 2.32% | Q4 2019 | Q3 2023 | 8 |
| UNH | UNITEDHEALTH GROUP INC | 6 | 1 | 1.11% | 6.20% | 12.16% | Q4 2017 | Q4 2019 | 7 |
| DLTR | DOLLAR TREE INC | 7 | 7 | 2.56% | 5.52% | 7.69% | Q1 2015 | Q3 2016 | 7 |
| RACE | FERRARI N V | 6 | 1 | 3.14% | 5.00% | 7.55% | Q3 2018 | Q3 2023 | 7 |
| LNG | CHENIERE ENERGY INC | 7 | 7 | 1.63% | 4.49% | 7.26% | Q1 2022 | Q3 2023 | 7 |
| IQV | IQVIA HLDGS INC | 7 | 7 | 1.99% | 4.38% | 7.41% | Q3 2018 | Q1 2020 | 7 |
| WWAV | WHITEWAVE FOODS CO | 7 | 7 | 1.71% | 4.33% | 8.63% | Q4 2014 | Q2 2016 | 7 |
| PCLN | PRICELINE GRP INC | 7 | 7 | 2.67% | 4.33% | 6.00% | Q2 2013 | Q4 2014 | 7 |
| NOW | SERVICENOW INC | 5 | 1 | 1.41% | 3.67% | 6.52% | Q1 2014 | Q2 2022 | 7 |
| DIS | DISNEY WALT CO | 3 | 1 | 1.62% | 3.32% | 5.60% | Q2 2013 | Q1 2022 | 7 |
| XLP | SELECT SECTOR SPDR TR | 7 | 7 | 1.01% | 2.52% | 4.33% | Q2 2019 | Q4 2020 | 7 |
| SIX | SIX FLAGS ENTMT CORP NEW | 7 | 7 | 1.60% | 2.36% | 3.24% | Q2 2013 | Q4 2014 | 7 |
| RSHCQ | RADIOSHACK CORP | 7 | 7 | 0.01% | 0.14% | 0.33% | Q2 2013 | Q4 2014 | 7 |
| ATUS | ALTICE USA INC | 4 | 2 | 2.95% | 7.00% | 8.73% | Q2 2017 | Q3 2019 | 6 |
| LW | LAMB WESTON HLDGS INC | 6 | 6 | 2.83% | 6.12% | 9.02% | Q1 2017 | Q2 2018 | 6 |
| CRM | SALESFORCE COM INC | 5 | 1 | 0.40% | 5.72% | 9.96% | Q1 2018 | Q4 2019 | 6 |
| NVDA | NVIDIA CORPORATION | 3 | 1 | 3.40% | 5.42% | 8.92% | Q1 2017 | Q3 2023 | 6 |
| LPRO | OPEN LENDING CORP | 6 | 6 | 2.29% | 4.10% | 5.08% | Q3 2020 | Q4 2021 | 6 |
| WBA | WALGREENS BOOTS ALLIAN... | 6 | 6 | 2.24% | 3.88% | 5.65% | Q1 2015 | Q2 2016 | 6 |
| SHOP | SHOPIFY INC | 4 | 2 | 0.27% | 1.90% | 3.47% | Q4 2019 | Q4 2021 | 6 |
| CYRX | CRYOPORT INC | 6 | 6 | 0.70% | 0.98% | 1.33% | Q3 2020 | Q4 2021 | 6 |
| KATE | KATE SPADE & CO | 5 | 5 | 8.07% | 11.19% | 14.14% | Q1 2014 | Q1 2015 | 5 |
| TWC | TIME WARNER CABLE INC | 5 | 5 | 2.35% | 8.12% | 11.12% | Q1 2015 | Q1 2016 | 5 |
| BSX | BOSTON SCIENTIFIC CORP | 4 | 1 | 1.27% | 6.43% | 10.76% | Q1 2020 | Q3 2023 | 5 |
| CTAS | CINTAS CORP | 5 | 5 | 3.76% | 5.09% | 6.80% | Q3 2017 | Q3 2018 | 5 |
| LUNG | PULMONX CORP | 5 | 5 | 3.31% | 4.97% | 6.22% | Q1 2021 | Q1 2022 | 5 |
| GDRX | GOODRX HLDGS INC | 5 | 5 | 1.97% | 4.95% | 8.91% | Q3 2020 | Q3 2021 | 5 |
| SVMK | SVMK INC | 5 | 5 | 1.67% | 4.75% | 10.92% | Q4 2018 | Q4 2019 | 5 |
| MTCH | MATCH GROUP INC | 5 | 5 | 2.97% | 4.49% | 6.78% | Q3 2017 | Q3 2018 | 5 |
| BAC | BK OF AMERICA CORP | 3 | 2 | 0.58% | 4.15% | 9.66% | Q4 2016 | Q4 2020 | 5 |
| FIS | FIDELITY NATL INFORMAT... | 5 | 5 | 1.46% | 3.91% | 6.30% | Q4 2019 | Q4 2020 | 5 |
| CPRI | CAPRI HOLDINGS LIMITED | 3 | 2 | 1.38% | 3.87% | 9.38% | Q1 2019 | Q4 2022 | 5 |
| TAL | TAL EDUCATION GROUP | 5 | 5 | 1.72% | 3.75% | 5.56% | Q4 2019 | Q4 2020 | 5 |
| LNKD | LINKEDIN CORP | 5 | 5 | 2.52% | 3.39% | 4.58% | Q1 2014 | Q1 2015 | 5 |
| KHC | KRAFT HEINZ CO | 5 | 5 | 1.90% | 2.46% | 3.47% | Q3 2015 | Q3 2016 | 5 |
| ROL | ROLLINS INC | 5 | 5 | 1.50% | 1.75% | 2.20% | Q2 2015 | Q2 2016 | 5 |
| SHPG | SHIRE PLC | 4 | 1 | 0.62% | 0.72% | 0.85% | Q2 2013 | Q3 2014 | 5 |
| AEO | AMERICAN EAGLE OUTFITT... | 5 | 5 | 0.54% | 0.70% | 0.89% | Q2 2020 | Q2 2021 | 5 |
| PTC | PTC INC | 4 | 4 | 7.61% | 9.96% | 12.73% | Q1 2018 | Q4 2018 | 4 |
| ASML | ASML HOLDING N V | 4 | 4 | 4.46% | 5.96% | 8.63% | Q3 2017 | Q2 2018 | 4 |
| ZEN | ZENDESK INC | 4 | 4 | 1.27% | 5.56% | 9.73% | Q2 2016 | Q1 2017 | 4 |
| IAC | IAC INTERACTIVECORP | 4 | 4 | 1.60% | 5.21% | 7.67% | Q1 2017 | Q4 2017 | 4 |
| SCHW | SCHWAB CHARLES CORP | 4 | 4 | 2.46% | 4.90% | 6.71% | Q2 2021 | Q1 2022 | 4 |
| CAR | AVIS BUDGET GROUP | 4 | 4 | 3.55% | 4.69% | 5.56% | Q2 2014 | Q1 2015 | 4 |
| LMCA | LIBERTY MEDIA CORP DEL... | 4 | 4 | 3.79% | 4.23% | 4.64% | Q2 2013 | Q1 2014 | 4 |
| AGN | ALLERGAN PLC | 4 | 4 | 3.17% | 3.94% | 5.21% | Q2 2015 | Q1 2016 | 4 |
| DPZ | DOMINOS PIZZA INC | 4 | 4 | 3.18% | 3.91% | 5.64% | Q1 2016 | Q4 2016 | 4 |
| HDB | HDFC BANK LTD | 4 | 4 | 1.47% | 3.68% | 4.46% | Q4 2015 | Q3 2016 | 4 |
| SCTY | SOLARCITY CORP | 4 | 4 | 2.17% | 2.59% | 2.92% | Q4 2013 | Q3 2014 | 4 |
| ZTS | ZOETIS INC | 3 | 1 | 1.28% | 2.32% | 4.10% | Q2 2013 | Q1 2020 | 4 |
| SBUX | STARBUCKS CORP | 4 | 4 | 1.91% | 2.19% | 2.46% | Q4 2018 | Q3 2019 | 4 |
| MA | MASTERCARD INCORPORATED | 3 | 1 | 1.30% | 1.80% | 2.64% | Q2 2013 | Q1 2022 | 4 |
| AMED | AMEDISYS INC | 4 | 4 | 1.15% | 1.66% | 2.60% | Q1 2020 | Q4 2020 | 4 |
| CHTR | CHARTER COMMUNICATIONS... | 4 | 4 | 0.39% | 1.65% | 3.90% | Q2 2016 | Q1 2017 | 4 |
| CHE | CHEMED CORP NEW | 4 | 4 | 0.72% | 1.11% | 1.51% | Q1 2020 | Q4 2020 | 4 |
| COUP | COUPA SOFTWARE INC | 4 | 4 | 0.62% | 1.09% | 1.71% | Q3 2019 | Q2 2020 | 4 |
| MS | MORGAN STANLEY | 4 | 4 | 0.76% | 0.93% | 1.33% | Q2 2020 | Q1 2021 | 4 |
| ADUS | ADDUS HOMECARE CORP | 4 | 4 | 0.42% | 0.62% | 0.95% | Q1 2020 | Q4 2020 | 4 |
| NKE | NIKE INC | 4 | 4 | 0.38% | 0.53% | 0.65% | Q1 2020 | Q4 2020 | 4 |
| FTR | FRONTIER COMMUNICATION... | 4 | 4 | 0.41% | 0.47% | 0.52% | Q2 2013 | Q1 2014 | 4 |
| QUAD | QUAD / GRAPHICS INC | 4 | 4 | 0.17% | 0.24% | 0.30% | Q2 2013 | Q1 2014 | 4 |
| FNP | FIFTH & PAC COS INC | 3 | 3 | 4.29% | 7.81% | 13.64% | Q2 2013 | Q4 2013 | 3 |
| TLT | ISHARES TR | 3 | 3 | 4.52% | 7.58% | 10.44% | Q1 2016 | Q3 2016 | 3 |
| FOXA | TWENTY FIRST CENTY FOX... | 3 | 3 | 5.19% | 7.45% | 9.55% | Q3 2013 | Q1 2014 | 3 |
| TPX | TEMPUR SEALY INTL INC | 3 | 3 | 4.13% | 6.86% | 9.78% | Q2 2014 | Q4 2014 | 3 |
| OPCH | OPTION CARE HEALTH INC | 3 | 3 | 3.32% | 5.03% | 6.62% | Q3 2022 | Q1 2023 | 3 |
| ISRG | INTUITIVE SURGICAL INC | 2 | 1 | 3.35% | 4.96% | 6.78% | Q2 2013 | Q3 2018 | 3 |
| AJG | GALLAGHER ARTHUR J & CO | 3 | 3 | 3.34% | 4.50% | 6.24% | Q1 2023 | Q3 2023 | 3 |
| LVNTA | LIBERTY INTERACTIVE CORP | 3 | 3 | 2.84% | 4.13% | 5.25% | Q2 2017 | Q4 2017 | 3 |
| STEVANATO GROUP S P A | 3 | 3 | 3.33% | 3.80% | 4.53% | Q3 2021 | Q1 2022 | 3 | |
| ENDP | ENDO INTL PLC | 2 | 1 | 1.18% | 3.44% | 5.33% | Q1 2014 | Q3 2015 | 3 |
| DVY | ISHARES TR | 3 | 3 | 2.82% | 3.05% | 3.18% | Q2 2019 | Q4 2019 | 3 |
| OKTA | OKTA INC | 3 | 3 | 1.30% | 3.04% | 5.70% | Q3 2018 | Q1 2019 | 3 |
| TFX | TELEFLEX INC | 3 | 3 | 2.53% | 2.98% | 3.61% | Q4 2017 | Q2 2018 | 3 |
| WDAY | WORKDAY INC | 3 | 3 | 1.66% | 2.95% | 4.51% | Q1 2014 | Q3 2014 | 3 |
| BIDU | BAIDU INC | 2 | 1 | 1.63% | 2.63% | 3.94% | Q4 2014 | Q1 2016 | 3 |
| WUBA | 58 COM INC | 3 | 3 | 1.15% | 2.52% | 3.45% | Q4 2015 | Q2 2016 | 3 |
| FANG | DIAMONDBACK ENERGY INC | 3 | 3 | 1.61% | 2.48% | 2.99% | Q2 2015 | Q4 2015 | 3 |
| QIHU | QIHOO 360 TECHNOLOGY C... | 3 | 3 | 1.71% | 2.33% | 3.28% | Q3 2013 | Q1 2014 | 3 |
| SNAP | SNAP INC | 3 | 3 | 0.97% | 2.24% | 3.65% | Q2 2019 | Q4 2019 | 3 |
| JPM | JPMORGAN CHASE & CO | 3 | 3 | 1.24% | 1.66% | 2.23% | Q2 2020 | Q4 2020 | 3 |
| TMUS | T-MOBILE US INC | 1 | 1 | 1.19% | 1.54% | 1.97% | Q1 2014 | Q2 2021 | 3 |
| BAM | BROOKFIELD ASSET MGMT INC | 3 | 3 | 1.03% | 1.32% | 1.85% | Q4 2019 | Q2 2020 | 3 |
| RESERVOIR MEDIA INC | 3 | 3 | 0.72% | 0.74% | 0.78% | Q3 2021 | Q1 2022 | 3 | |
| CGNX | COGNEX CORP | 3 | 3 | 0.53% | 0.73% | 0.96% | Q2 2020 | Q4 2020 | 3 |
| ZBRA | ZEBRA TECHNOLOGIES COR... | 3 | 3 | 0.39% | 0.48% | 0.64% | Q2 2020 | Q4 2020 | 3 |
| CHTR | CHARTER COMMUNICATIONS... | 3 | 3 | 0.22% | 0.46% | 0.63% | Q3 2015 | Q1 2016 | 3 |
| OUTR | OUTERWALL INC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q3 2013 | Q1 2014 | 3 |
| MRK | MERCK & CO INC | 2 | 2 | 5.06% | 6.67% | 8.28% | Q4 2018 | Q1 2019 | 2 |
| BUR | BURFORD CAP LTD | 2 | 2 | 3.37% | 5.66% | 7.95% | Q2 2023 | Q3 2023 | 2 |
| BPOP | POPULAR INC | 2 | 2 | 4.19% | 5.45% | 6.70% | Q3 2016 | Q4 2016 | 2 |
| PENN | PENN NATL GAMING INC | 2 | 2 | 5.31% | 5.43% | 5.55% | Q2 2018 | Q3 2018 | 2 |
| ESTC | ELASTIC N V | 2 | 2 | 4.62% | 5.17% | 5.72% | Q2 2021 | Q3 2021 | 2 |
| DXCM | DEXCOM INC | 2 | 2 | 3.55% | 4.89% | 6.23% | Q4 2022 | Q1 2023 | 2 |
| GRPN | GROUPON INC | 2 | 2 | 3.56% | 4.37% | 5.19% | Q2 2013 | Q3 2013 | 2 |
| LLY | LILLY ELI & CO | 2 | 2 | 2.52% | 4.01% | 5.51% | Q2 2023 | Q3 2023 | 2 |
| ZNGA | ZYNGA INC | 2 | 2 | 2.71% | 3.95% | 5.18% | Q2 2017 | Q3 2017 | 2 |
| SPOT | SPOTIFY TECHNOLOGY S A | 2 | 2 | 3.38% | 3.77% | 4.16% | Q2 2018 | Q3 2018 | 2 |
| AVNR | AVANIR PHARMACEUTICALS... | 2 | 2 | 3.52% | 3.76% | 4.02% | Q3 2014 | Q4 2014 | 2 |
| STM | STMICROELECTRONICS N V | 2 | 2 | 3.15% | 3.70% | 4.25% | Q1 2017 | Q2 2017 | 2 |
| KR | KROGER CO | 2 | 2 | 2.37% | 3.56% | 4.74% | Q4 2015 | Q1 2016 | 2 |
| IAC | IAC INTERACTIVECORP NEW | 2 | 2 | 3.32% | 3.50% | 3.67% | Q4 2020 | Q1 2021 | 2 |
| CXRX | CONCORDIA HEALTHCARE CORP | 2 | 2 | 3.18% | 3.46% | 3.74% | Q2 2015 | Q3 2015 | 2 |
| TRIP | TRIPADVISOR INC | 1 | 1 | 1.97% | 3.39% | 4.80% | Q2 2018 | Q1 2021 | 2 |
| MNST | MONSTER BEVERAGE CORP NEW | 2 | 2 | 1.35% | 3.36% | 5.37% | Q2 2018 | Q3 2018 | 2 |
| MCW | MISTER CAR WASH INC | 2 | 2 | 3.09% | 3.18% | 3.27% | Q4 2021 | Q1 2022 | 2 |
| ULTA | ULTA SALON COSMETCS & ... | 2 | 2 | 2.66% | 3.15% | 3.65% | Q2 2013 | Q3 2013 | 2 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 2.05% | 3.03% | 4.01% | Q1 2018 | Q1 2019 | 2 |
| CELG | CELGENE CORP | 2 | 2 | 1.54% | 3.01% | 4.49% | Q4 2015 | Q1 2016 | 2 |
| AIRSCULPT TECHNOLOGIES... | 2 | 2 | 2.54% | 2.81% | 3.09% | Q4 2021 | Q1 2022 | 2 | |
| KRFT | KRAFT FOODS GROUP INC | 2 | 2 | 2.07% | 2.61% | 3.15% | Q1 2015 | Q2 2015 | 2 |
| VVV | VALVOLINE INC | 2 | 2 | 1.29% | 2.52% | 3.76% | Q3 2016 | Q4 2016 | 2 |
| BATH & BODY WORKS INC | 2 | 2 | 1.71% | 2.45% | 3.19% | Q4 2021 | Q1 2022 | 2 | |
| BIIB | BIOGEN INC | 1 | 1 | 2.16% | 2.22% | 2.28% | Q1 2015 | Q4 2015 | 2 |
| SIRI | SIRIUS XM RADIO INC | 2 | 2 | 1.55% | 2.12% | 2.69% | Q2 2013 | Q3 2013 | 2 |
| MGM | MGM RESORTS INTERNATIONAL | 2 | 2 | 1.56% | 2.05% | 2.54% | Q1 2021 | Q2 2021 | 2 |
| TDOC | TELADOC INC | 1 | 1 | 0.80% | 1.73% | 2.66% | Q2 2017 | Q1 2020 | 2 |
| EQH | EQUITABLE HLDGS INC | 2 | 2 | 1.27% | 1.66% | 2.05% | Q2 2020 | Q3 2020 | 2 |
| ZM | ZOOM VIDEO COMMUNICATI... | 2 | 2 | 1.34% | 1.57% | 1.80% | Q2 2019 | Q3 2019 | 2 |
| CMCSA | COMCAST CORP NEW | 2 | 2 | 1.35% | 1.57% | 1.78% | Q4 2020 | Q1 2021 | 2 |
| ON HLDG AG | 2 | 2 | 0.64% | 1.55% | 2.46% | Q4 2021 | Q1 2022 | 2 | |
| APO | APOLLO GLOBAL MGMT INC | 2 | 2 | 0.78% | 1.29% | 1.80% | Q4 2019 | Q1 2020 | 2 |
| BX | BLACKSTONE GROUP INC | 2 | 2 | 1.06% | 1.28% | 1.49% | Q4 2019 | Q1 2020 | 2 |
| OSH | OAK STR HEALTH INC | 2 | 2 | 0.68% | 1.03% | 1.39% | Q3 2020 | Q4 2020 | 2 |
| APTV | APTIV PLC | 2 | 2 | 0.86% | 1.01% | 1.16% | Q1 2021 | Q2 2021 | 2 |
| LBRDA | LIBERTY BROADBAND CORP | 2 | 2 | 0.91% | 0.92% | 0.93% | Q2 2015 | Q3 2015 | 2 |
| CLR | CONTINENTAL RESOURCES INC | 2 | 2 | 0.66% | 0.91% | 1.16% | Q1 2015 | Q2 2015 | 2 |
| MGA | MAGNA INTL INC | 2 | 2 | 0.74% | 0.75% | 0.76% | Q1 2021 | Q2 2021 | 2 |
| GH | GUARDANT HEALTH INC | 2 | 2 | 0.68% | 0.70% | 0.72% | Q2 2021 | Q3 2021 | 2 |
| INCY | INCYTE CORP | 2 | 2 | 0.65% | 0.66% | 0.66% | Q1 2014 | Q2 2014 | 2 |
| SNPS | SYNOPSYS INC | 1 | 1 | 0.40% | 0.50% | 0.59% | Q4 2020 | Q2 2023 | 2 |
| CDNS | CADENCE DESIGN SYSTEM INC | 1 | 1 | 0.39% | 0.49% | 0.59% | Q4 2020 | Q2 2023 | 2 |
| ALKS | ALKERMES PLC | 2 | 2 | 0.39% | 0.45% | 0.50% | Q1 2014 | Q2 2014 | 2 |
| INTU | INTUIT | 2 | 2 | 0.40% | 0.44% | 0.48% | Q4 2019 | Q1 2020 | 2 |
| PDD | PINDUODUO INC | 2 | 2 | 0.29% | 0.36% | 0.43% | Q3 2020 | Q4 2020 | 2 |
| PBI | PITNEY BOWES INC | 2 | 2 | 0.27% | 0.30% | 0.34% | Q2 2013 | Q3 2013 | 2 |
| RRD | DONNELLEY R R & SONS CO | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
| DDD | 3-D SYS CORP DEL | 2 | 2 | 0.08% | 0.12% | 0.15% | Q2 2015 | Q3 2015 | 2 |
| AFCO | AMERICAN FARMLAND CO | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2015 | Q1 2016 | 2 |
| AFIB | ACUTUS MED INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
| LI | LI AUTO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 38.30% | 38.30% | 38.30% | Q2 2023 | Q2 2023 | 1 |
| SCI | SERVICE CORP INTL | 1 | 1 | 7.35% | 7.35% | 7.35% | Q1 2017 | Q1 2017 | 1 |
| GRUB | GRUBHUB INC | 1 | 1 | 7.34% | 7.34% | 7.34% | Q1 2015 | Q1 2015 | 1 |
| NWSA | NEWS CORP | 1 | 1 | 6.14% | 6.14% | 6.14% | Q2 2013 | Q2 2013 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 5.82% | 5.82% | 5.82% | Q3 2016 | Q3 2016 | 1 |
| TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 5.76% | 5.76% | 5.76% | Q1 2018 | Q1 2018 | 1 |
| EBAY | EBAY INC | 1 | 1 | 5.38% | 5.38% | 5.38% | Q2 2013 | Q2 2013 | 1 |
| BGC | GENERAL CABLE CORP DEL... | 1 | 1 | 5.16% | 5.16% | 5.16% | Q4 2017 | Q4 2017 | 1 |
| ASH | ASHLAND GLOBAL HLDGS INC | 1 | 1 | 5.08% | 5.08% | 5.08% | Q3 2016 | Q3 2016 | 1 |
| TRUE | TRUECAR INC | 1 | 1 | 5.02% | 5.02% | 5.02% | Q2 2017 | Q2 2017 | 1 |
| EQT | EQT CORP | 1 | 1 | 4.76% | 4.76% | 4.76% | Q3 2022 | Q3 2022 | 1 |
| AVTR | AVANTOR INC | 1 | 1 | 4.64% | 4.64% | 4.64% | Q2 2019 | Q2 2019 | 1 |
| B108PS | ACTAVIS PLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q1 2015 | Q1 2015 | 1 |
| SIRI | SIRIUS XM HLDGS INC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q4 2013 | Q4 2013 | 1 |
| GM | GENERAL MTRS CO | 1 | 1 | 3.98% | 3.98% | 3.98% | Q4 2021 | Q4 2021 | 1 |
| IQ | IQIYI INC | 1 | 1 | 3.82% | 3.82% | 3.82% | Q1 2020 | Q1 2020 | 1 |
| DUTCH BROS INC | 1 | 1 | 3.59% | 3.59% | 3.59% | Q1 2022 | Q1 2022 | 1 | |
| ASH | ASHLAND INC NEW | 1 | 1 | 3.39% | 3.39% | 3.39% | Q2 2016 | Q2 2016 | 1 |
| IEF | ISHARES TR | 1 | 1 | 3.04% | 3.04% | 3.04% | Q1 2016 | Q1 2016 | 1 |
| LGF | LIONS GATE ENTMNT CORP | 1 | 1 | 3.02% | 3.02% | 3.02% | Q3 2015 | Q3 2015 | 1 |
| PFGC | PERFORMANCE FOOD GROUP CO | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2021 | Q3 2021 | 1 |
| PLD | PROLOGIS INC. | 1 | 1 | 2.85% | 2.85% | 2.85% | Q2 2023 | Q2 2023 | 1 |
| AR | ANTERO RESOURCES CORP | 1 | 1 | 2.79% | 2.79% | 2.79% | Q4 2022 | Q4 2022 | 1 |
| GRA | GRACE W R & CO DEL NEW | 1 | 1 | 2.73% | 2.73% | 2.73% | Q2 2013 | Q2 2013 | 1 |
| CCI | CROWN CASTLE INTL CORP... | 1 | 1 | 2.64% | 2.64% | 2.64% | Q2 2019 | Q2 2019 | 1 |
| JCPNQ | PENNEY J C INC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2013 | Q2 2013 | 1 |
| ANTM | ANTHEM INC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q1 2019 | Q1 2019 | 1 |
| KORS | MICHAEL KORS HLDGS LTD | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2018 | Q3 2018 | 1 |
| SYF | SYNCHRONY FINL | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2019 | Q4 2019 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2023 | Q2 2023 | 1 |
| CTRP | CTRIP COM INTL LTD | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2013 | Q3 2013 | 1 |
| SMAR | SMARTSHEET INC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2019 | Q2 2019 | 1 |
| SFUN | SOUFUN HLDGS LTD | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2014 | Q1 2014 | 1 |
| ILMN | ILLUMINA INC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q2 2013 | Q2 2013 | 1 |
| ACT | ACTAVIS INC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2013 | Q2 2013 | 1 |
| LULU | LULULEMON ATHLETICA INC | 1 | 1 | 1.83% | 1.83% | 1.83% | Q2 2013 | Q2 2013 | 1 |
| VIH | VPC IMPACT ACQUISITION... | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2021 | Q1 2021 | 1 |
| EA | ELECTRONIC ARTS INC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2016 | Q3 2016 | 1 |
| FIVE | FIVE BELOW INC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2019 | Q4 2019 | 1 |
| PAGS | PAGSEGURO DIGITAL LTD | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2019 | Q3 2019 | 1 |
| TWLO | TWILIO INC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2019 | Q2 2019 | 1 |
| ABBV | ABBVIE INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2014 | Q2 2014 | 1 |
| CRC | CALIFORNIA RES CORP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2016 | Q2 2016 | 1 |
| DKNG | DRAFTKINGS INC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2020 | Q3 2020 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2022 | Q3 2022 | 1 |
| TRQ | TURQUOISE HILL RES LTD | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2017 | Q1 2017 | 1 |
| HIMX | HIMAX TECHNOLOGIES INC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2013 | Q4 2013 | 1 |
| SYK | STRYKER CORP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2020 | Q1 2020 | 1 |
| GOGO | GOGO INC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2016 | Q3 2016 | 1 |
| KKR | KKR & CO INC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2019 | Q4 2019 | 1 |
| PM | PHILIP MORRIS INTL INC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2018 | Q1 2018 | 1 |
| WPX | WPX ENERGY INC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2019 | Q4 2019 | 1 |
| LPSN | LIVEPERSON INC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2020 | Q1 2020 | 1 |
| KAR | KAR AUCTION SVCS INC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2013 | Q4 2013 | 1 |
| AXNX | AXONICS MODULATION TEC... | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2020 | Q3 2020 | 1 |
| ZQKSQ | QUIKSILVER INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2013 | Q2 2013 | 1 |
| SPLK | SPLUNK INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2014 | Q1 2014 | 1 |
| PLAN | ANAPLAN INC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2019 | Q4 2019 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2020 | Q3 2020 | 1 |
| ROKU | ROKU INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2021 | Q1 2021 | 1 |
| NEWR | NEW RELIC INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2019 | Q3 2019 | 1 |
| TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2020 | Q4 2020 | 1 |
| TSLA | TESLA INC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2020 | Q1 2020 | 1 |
| ATH | ATHENE HLDG LTD | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2019 | Q4 2019 | 1 |
| CFLT | CONFLUENT INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2022 | Q1 2022 | 1 |
| BYND | BEYOND MEAT INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2019 | Q2 2019 | 1 |
| GLIBA | GCI LIBERTY INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2018 | Q1 2018 | 1 |
| MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q2 2023 | 1 |
| RNG | RINGCENTRAL INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2019 | Q4 2019 | 1 |
| GWPH | GW PHARMACEUTICALS PLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2014 | Q2 2014 | 1 |
| THRX | THERAVANCE INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2014 | Q1 2014 | 1 |
| MB | MINDBODY INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2017 | Q1 2017 | 1 |
| GMCR | KEURIG GREEN MTN INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2015 | Q2 2015 | 1 |
| ARES | ARES MANAGEMENT CORPOR... | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
| AYA | AMAYA INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2015 | Q2 2015 | 1 |
| MUDS | MUDRICK CAPITAL ACQU C... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
| RIVIAN AUTOMOTIVE INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 | |
| BLK | BLACKROCK INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
| CSTR | COINSTAR INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
| ZTO | ZTO EXPRESS CAYMAN INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
| CABO | CABLE ONE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
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The securities at the top of the list , including VISA INC, META PLATFORMS INC, and CHARTER COMMUNICATIONS INC N, are the highest-conviction holdings of Miura Global Management.
The conviction is calculated by counting the number of quarters a security has been reported by Miura Global Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Miura Global Management owns currently or has owned in the past.