Miura Global Management holdings history

Miura Global Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
V VISA INC24243.28%6.81%16.56%Q4 2015Q3 202124
FB FACEBOOK INC821.36%5.23%11.58%Q3 2013Q3 202122
CHTR CHARTER COMMUNICATIONS...1380.88%5.77%15.73%Q2 2016Q4 202121
FLT FLEETCOR TECHNOLOGIES INC16163.07%6.51%9.61%Q2 2013Q1 201716
LBRDK LIBERTY BROADBAND CORP970.65%2.75%9.71%Q1 2016Q4 202116
AXDX ACCELERATE DIAGNOSTICS...15150.44%1.96%7.19%Q3 2014Q1 201815
RH RESTORATION HARDWARE H...1132.68%8.85%13.86%Q2 2013Q4 201614
LVNTA LIBERTY INTERACTIVE CORP14142.65%5.19%11.88%Q2 2013Q3 201614
RGEN REPLIGEN CORP1131.34%2.28%4.04%Q2 2018Q4 202114
CHTR CHARTER COMMUNICATIONS...12124.17%6.09%8.82%Q2 2013Q1 201612
SE SEA LTD12123.02%4.55%6.37%Q1 2019Q4 202112
LBTYA LIBERTY GLOBAL PLC12120.80%4.47%7.89%Q2 2013Q1 201612
LBTYK LIBERTY GLOBAL PLC12121.88%4.04%5.30%Q2 2013Q1 201612
MSFT MICROSOFT CORP11112.01%6.27%12.54%Q2 2019Q4 202111
BABA ALIBABA GROUP HLDG LTD410.32%6.17%17.75%Q3 2016Q4 202011
DECK DECKERS OUTDOOR CORP11112.85%4.81%7.78%Q2 2019Q4 202111
INMD INMODE LTD10100.95%5.11%9.62%Q3 2019Q4 202110
STZ CONSTELLATION BRANDS INC10102.67%5.07%7.30%Q4 2014Q1 201710
AMZN AMAZON COM INC411.51%3.91%6.55%Q1 2016Q2 202010
DHR DANAHER CORPORATION10101.93%3.89%5.09%Q3 2019Q4 202110
BIO BIO RAD LABS INC10100.67%2.37%4.39%Q3 2019Q4 202110
EDU NEW ORIENTAL ED & TECH...993.64%7.08%11.32%Q1 2019Q1 20219
VIPS VIPSHOP HLDGS LTD721.64%4.68%8.96%Q3 2013Q1 20169
JD JD.COM INC721.48%4.05%7.42%Q2 2014Q4 20209
ZOES ZOES KITCHEN INC990.56%2.41%3.69%Q4 2014Q4 20169
MTN VAIL RESORTS INC884.42%6.36%8.03%Q1 2017Q4 20188
INSP INSPIRE MED SYS INC883.50%5.63%8.50%Q1 2020Q4 20218
IBKR INTERACTIVE BROKERS GR...882.63%4.99%10.05%Q4 2017Q3 20198
UNH UNITEDHEALTH GROUP INC611.11%6.20%12.16%Q4 2017Q4 20197
DLTR DOLLAR TREE INC772.56%5.52%7.69%Q1 2015Q3 20167
IQV IQVIA HLDGS INC771.99%4.38%7.41%Q3 2018Q1 20207
WWAV WHITEWAVE FOODS CO771.71%4.33%8.63%Q4 2014Q2 20167
PCLN PRICELINE GRP INC772.67%4.33%6.00%Q2 2013Q4 20147
NET CLOUDFLARE INC610.65%3.46%5.74%Q3 2019Q4 20217
XLP SELECT SECTOR SPDR TR771.01%2.52%4.33%Q2 2019Q4 20207
SIX SIX FLAGS ENTMT CORP NEW771.60%2.36%3.24%Q2 2013Q4 20147
DDOG DATADOG INC610.23%0.94%3.02%Q3 2019Q4 20217
RSHCQ RADIOSHACK CORP770.01%0.14%0.33%Q2 2013Q4 20147
ATUS ALTICE USA INC422.95%7.00%8.73%Q2 2017Q3 20196
LW LAMB WESTON HLDGS INC662.83%6.12%9.02%Q1 2017Q2 20186
CRM SALESFORCE COM INC510.40%5.72%9.96%Q1 2018Q4 20196
LPRO OPEN LENDING CORP662.29%4.10%5.08%Q3 2020Q4 20216
WBA WALGREENS BOOTS ALLIAN...662.24%3.88%5.65%Q1 2015Q2 20166
NFLX NETFLIX INC311.70%3.77%6.46%Q1 2014Q2 20196
DIS DISNEY WALT CO311.62%3.32%5.60%Q2 2013Q2 20216
NOW SERVICENOW INC511.41%3.20%6.33%Q1 2014Q1 20206
SHOP SHOPIFY INC420.27%1.90%3.47%Q4 2019Q4 20216
CYRX CRYOPORT INC660.70%0.98%1.33%Q3 2020Q4 20216
ADBE ADOBE SYSTEMS INCORPOR...660.31%0.84%2.32%Q4 2019Q1 20216
FCNCA FIRST CTZNS BANCSHARES...557.16%13.60%17.93%Q4 2020Q4 20215
KATE KATE SPADE & CO558.07%11.19%14.14%Q1 2014Q1 20155
TWC TIME WARNER CABLE INC552.35%8.12%11.12%Q1 2015Q1 20165
CTAS CINTAS CORP553.76%5.09%6.80%Q3 2017Q3 20185
GDRX GOODRX HLDGS INC551.97%4.95%8.91%Q3 2020Q3 20215
SVMK SVMK INC551.67%4.75%10.92%Q4 2018Q4 20195
MTCH MATCH GROUP INC552.97%4.49%6.78%Q3 2017Q3 20185
BAC BK OF AMERICA CORP320.58%4.15%9.66%Q4 2016Q4 20205
FIS FIDELITY NATL INFORMAT...551.46%3.91%6.30%Q4 2019Q4 20205
TAL TAL EDUCATION GROUP551.72%3.75%5.56%Q4 2019Q4 20205
LNKD LINKEDIN CORP552.52%3.39%4.58%Q1 2014Q1 20155
KHC KRAFT HEINZ CO551.90%2.46%3.47%Q3 2015Q3 20165
ROL ROLLINS INC551.50%1.75%2.20%Q2 2015Q2 20165
SHPG SHIRE PLC410.62%0.72%0.85%Q2 2013Q3 20145
AEO AMERICAN EAGLE OUTFITT...550.54%0.70%0.89%Q2 2020Q2 20215
PTC PTC INC447.61%9.96%12.73%Q1 2018Q4 20184
ASML ASML HOLDING N V444.46%5.96%8.63%Q3 2017Q2 20184
ZEN ZENDESK INC441.27%5.56%9.73%Q2 2016Q1 20174
IAC IAC INTERACTIVECORP441.60%5.21%7.67%Q1 2017Q4 20174
LUNG PULMONX CORP443.31%5.01%6.22%Q1 2021Q4 20214
CAR AVIS BUDGET GROUP443.55%4.69%5.56%Q2 2014Q1 20154
LMCA LIBERTY MEDIA CORP DEL...443.79%4.23%4.64%Q2 2013Q1 20144
AGN ALLERGAN PLC443.17%3.94%5.21%Q2 2015Q1 20164
DPZ DOMINOS PIZZA INC443.18%3.91%5.64%Q1 2016Q4 20164
HDB HDFC BANK LTD441.47%3.68%4.46%Q4 2015Q3 20164
SCTY SOLARCITY CORP442.17%2.59%2.92%Q4 2013Q3 20144
ZTS ZOETIS INC311.28%2.32%4.10%Q2 2013Q1 20204
SBUX STARBUCKS CORP441.91%2.19%2.46%Q4 2018Q3 20194
AMED AMEDISYS INC441.15%1.66%2.60%Q1 2020Q4 20204
CHTR CHARTER COMMUNICATIONS...440.39%1.65%3.90%Q2 2016Q1 20174
CHE CHEMED CORP NEW440.72%1.11%1.51%Q1 2020Q4 20204
COUP COUPA SOFTWARE INC440.62%1.09%1.71%Q3 2019Q2 20204
MS MORGAN STANLEY440.76%0.93%1.33%Q2 2020Q1 20214
ADUS ADDUS HOMECARE CORP440.42%0.62%0.95%Q1 2020Q4 20204
NKE NIKE INC440.38%0.53%0.65%Q1 2020Q4 20204
FTR FRONTIER COMMUNICATION...440.41%0.47%0.52%Q2 2013Q1 20144
QUAD QUAD / GRAPHICS INC440.17%0.24%0.30%Q2 2013Q1 20144
FNP FIFTH & PAC COS INC334.29%7.81%13.64%Q2 2013Q4 20133
TLT ISHARES TR334.52%7.58%10.44%Q1 2016Q3 20163
FOXA TWENTY FIRST CENTY FOX...335.19%7.45%9.55%Q3 2013Q1 20143
TPX TEMPUR SEALY INTL INC334.13%6.86%9.78%Q2 2014Q4 20143
ISRG INTUITIVE SURGICAL INC213.35%4.96%6.78%Q2 2013Q3 20183
NVDA NVIDIA CORP114.66%4.85%4.99%Q1 2017Q3 20183
SCHW SCHWAB CHARLES CORP332.46%4.30%6.49%Q2 2021Q4 20213
LVNTA LIBERTY INTERACTIVE CORP332.84%4.13%5.25%Q2 2017Q4 20173
ENDP ENDO INTL PLC211.18%3.44%5.33%Q1 2014Q3 20153
DVY ISHARES TR332.82%3.05%3.18%Q2 2019Q4 20193
OKTA OKTA INC331.30%3.04%5.70%Q3 2018Q1 20193
TFX TELEFLEX INC332.53%2.98%3.61%Q4 2017Q2 20183
WDAY WORKDAY INC331.66%2.95%4.51%Q1 2014Q3 20143
BIDU BAIDU INC211.63%2.63%3.94%Q4 2014Q1 20163
WUBA 58 COM INC331.15%2.52%3.45%Q4 2015Q2 20163
FANG DIAMONDBACK ENERGY INC331.61%2.48%2.99%Q2 2015Q4 20153
ERII ENERGY RECOVERY INC330.73%2.41%3.75%Q2 2021Q4 20213
QIHU QIHOO 360 TECHNOLOGY C...331.71%2.33%3.28%Q3 2013Q1 20143
SNAP SNAP INC330.97%2.24%3.65%Q2 2019Q4 20193
MA MASTERCARD INC331.36%1.97%2.64%Q2 2013Q4 20133
JPM JPMORGAN CHASE & CO331.24%1.66%2.23%Q2 2020Q4 20203
TMUS T-MOBILE US INC111.19%1.54%1.97%Q1 2014Q2 20213
BAM BROOKFIELD ASSET MGMT INC331.03%1.32%1.85%Q4 2019Q2 20203
CGNX COGNEX CORP330.53%0.73%0.96%Q2 2020Q4 20203
ZBRA ZEBRA TECHNOLOGIES COR...330.39%0.48%0.64%Q2 2020Q4 20203
CHTR CHARTER COMMUNICATIONS...330.22%0.46%0.63%Q3 2015Q1 20163
OUTR OUTERWALL INC330.08%0.08%0.09%Q3 2013Q1 20143
CYTEK BIOSCIENCES INC227.03%7.69%8.35%Q3 2021Q4 20212
MRK MERCK & CO INC225.06%6.67%8.28%Q4 2018Q1 20192
BPOP POPULAR INC224.19%5.45%6.70%Q3 2016Q4 20162
PENN PENN NATL GAMING INC225.31%5.43%5.55%Q2 2018Q3 20182
ESTC ELASTIC N V224.62%5.17%5.72%Q2 2021Q3 20212
GRPN GROUPON INC223.56%4.37%5.19%Q2 2013Q3 20132
STEVANATO GROUP S P A223.53%4.03%4.53%Q3 2021Q4 20212
ZNGA ZYNGA INC222.71%3.95%5.18%Q2 2017Q3 20172
SPOT SPOTIFY TECHNOLOGY S A223.38%3.77%4.16%Q2 2018Q3 20182
AVNR AVANIR PHARMACEUTICALS...223.52%3.76%4.02%Q3 2014Q4 20142
STM STMICROELECTRONICS N V223.15%3.70%4.25%Q1 2017Q2 20172
KR KROGER CO222.37%3.56%4.74%Q4 2015Q1 20162
IAC IAC INTERACTIVECORP NEW223.32%3.50%3.67%Q4 2020Q1 20212
CXRX CONCORDIA HEALTHCARE CORP223.18%3.46%3.74%Q2 2015Q3 20152
TRIP TRIPADVISOR INC111.97%3.39%4.80%Q2 2018Q1 20212
CPRI CAPRI HOLDINGS LIMITED222.82%3.38%3.93%Q1 2019Q2 20192
MNST MONSTER BEVERAGE CORP NEW221.35%3.36%5.37%Q2 2018Q3 20182
ULTA ULTA SALON COSMETCS & ...222.66%3.15%3.65%Q2 2013Q3 20132
PYPL PAYPAL HLDGS INC112.05%3.03%4.01%Q1 2018Q1 20192
CELG CELGENE CORP221.54%3.01%4.49%Q4 2015Q1 20162
KRFT KRAFT FOODS GROUP INC222.07%2.61%3.15%Q1 2015Q2 20152
VVV VALVOLINE INC221.29%2.52%3.76%Q3 2016Q4 20162
BIIB BIOGEN INC112.16%2.22%2.28%Q1 2015Q4 20152
SIRI SIRIUS XM RADIO INC221.55%2.12%2.69%Q2 2013Q3 20132
MGM MGM RESORTS INTERNATIONAL221.56%2.05%2.54%Q1 2021Q2 20212
TDOC TELADOC INC110.80%1.73%2.66%Q2 2017Q1 20202
EQH EQUITABLE HLDGS INC221.27%1.66%2.05%Q2 2020Q3 20202
ZM ZOOM VIDEO COMMUNICATI...221.34%1.57%1.80%Q2 2019Q3 20192
CMCSA COMCAST CORP NEW221.35%1.57%1.78%Q4 2020Q1 20212
APO APOLLO GLOBAL MGMT INC220.78%1.29%1.80%Q4 2019Q1 20202
BX BLACKSTONE GROUP INC221.06%1.28%1.49%Q4 2019Q1 20202
OSH OAK STR HEALTH INC220.68%1.03%1.39%Q3 2020Q4 20202
APTV APTIV PLC220.86%1.01%1.16%Q1 2021Q2 20212
LBRDA LIBERTY BROADBAND CORP220.91%0.92%0.93%Q2 2015Q3 20152
CLR CONTINENTAL RESOURCES INC220.66%0.91%1.16%Q1 2015Q2 20152
RESERVOIR MEDIA INC220.74%0.76%0.78%Q3 2021Q4 20212
MGA MAGNA INTL INC220.74%0.75%0.76%Q1 2021Q2 20212
GH GUARDANT HEALTH INC220.68%0.70%0.72%Q2 2021Q3 20212
INCY INCYTE CORP220.65%0.66%0.66%Q1 2014Q2 20142
ALKS ALKERMES PLC220.39%0.45%0.50%Q1 2014Q2 20142
INTU INTUIT220.40%0.44%0.48%Q4 2019Q1 20202
PDD PINDUODUO INC220.29%0.36%0.43%Q3 2020Q4 20202
PBI PITNEY BOWES INC220.27%0.30%0.34%Q2 2013Q3 20132
RRD DONNELLEY R R & SONS CO220.15%0.15%0.16%Q2 2013Q3 20132
DDD 3-D SYS CORP DEL220.08%0.12%0.15%Q2 2015Q3 20152
AFCO AMERICAN FARMLAND CO220.09%0.11%0.13%Q4 2015Q1 20162
AFIB ACUTUS MED INC220.03%0.03%0.04%Q3 2020Q4 20202
LI LI AUTO INC220.01%0.01%0.01%Q3 2020Q4 20202
SCI SERVICE CORP INTL117.35%7.35%7.35%Q1 2017Q1 20171
GRUB GRUBHUB INC117.34%7.34%7.34%Q1 2015Q1 20151
NWSA NEWS CORP116.14%6.14%6.14%Q2 2013Q2 20131
ATVI ACTIVISION BLIZZARD INC115.82%5.82%5.82%Q3 2016Q3 20161
TMO THERMO FISHER SCIENTIF...115.76%5.76%5.76%Q1 2018Q1 20181
EBAY EBAY INC115.38%5.38%5.38%Q2 2013Q2 20131
BGC GENERAL CABLE CORP DEL...115.16%5.16%5.16%Q4 2017Q4 20171
ASH ASHLAND GLOBAL HLDGS INC115.08%5.08%5.08%Q3 2016Q3 20161
TRUE TRUECAR INC115.02%5.02%5.02%Q2 2017Q2 20171
AVTR AVANTOR INC114.64%4.64%4.64%Q2 2019Q2 20191
B108PS ACTAVIS PLC114.45%4.45%4.45%Q1 2015Q1 20151
SIRI SIRIUS XM HLDGS INC114.26%4.26%4.26%Q4 2013Q4 20131
GM GENERAL MTRS CO113.98%3.98%3.98%Q4 2021Q4 20211
IQ IQIYI INC113.82%3.82%3.82%Q1 2020Q1 20201
RACE FERRARI N V113.53%3.53%3.53%Q3 2018Q3 20181
ASH ASHLAND INC NEW113.39%3.39%3.39%Q2 2016Q2 20161
BATH & BODY WORKS INC113.19%3.19%3.19%Q4 2021Q4 20211
MCW MISTER CAR WASH INC113.09%3.09%3.09%Q4 2021Q4 20211
IEF ISHARES TR113.04%3.04%3.04%Q1 2016Q1 20161
LGF LIONS GATE ENTMNT CORP113.02%3.02%3.02%Q3 2015Q3 20151
PFGC PERFORMANCE FOOD GROUP CO112.88%2.88%2.88%Q3 2021Q3 20211
GRA GRACE W R & CO DEL NEW112.73%2.73%2.73%Q2 2013Q2 20131
CCI CROWN CASTLE INTL CORP...112.64%2.64%2.64%Q2 2019Q2 20191
JCPNQ PENNEY J C INC112.56%2.56%2.56%Q2 2013Q2 20131
AIRSCULPT TECHNOLOGIES...112.54%2.54%2.54%Q4 2021Q4 20211
ANTM ANTHEM INC112.46%2.46%2.46%Q1 2019Q1 20191
KORS MICHAEL KORS HLDGS LTD112.21%2.21%2.21%Q3 2018Q3 20181
SYF SYNCHRONY FINL112.17%2.17%2.17%Q4 2019Q4 20191
CTRP CTRIP COM INTL LTD111.99%1.99%1.99%Q3 2013Q3 20131
SMAR SMARTSHEET INC111.96%1.96%1.96%Q2 2019Q2 20191
SFUN SOUFUN HLDGS LTD111.96%1.96%1.96%Q1 2014Q1 20141
ILMN ILLUMINA INC111.95%1.95%1.95%Q2 2013Q2 20131
ACT ACTAVIS INC111.89%1.89%1.89%Q2 2013Q2 20131
LULU LULULEMON ATHLETICA INC111.83%1.83%1.83%Q2 2013Q2 20131
VIH VPC IMPACT ACQUISITION...111.79%1.79%1.79%Q1 2021Q1 20211
EA ELECTRONIC ARTS INC111.78%1.78%1.78%Q3 2016Q3 20161
FIVE FIVE BELOW INC111.65%1.65%1.65%Q4 2019Q4 20191
PAGS PAGSEGURO DIGITAL LTD111.63%1.63%1.63%Q3 2019Q3 20191
TWLO TWILIO INC111.54%1.54%1.54%Q2 2019Q2 20191
ABBV ABBVIE INC111.52%1.52%1.52%Q2 2014Q2 20141
CRC CALIFORNIA RES CORP111.51%1.51%1.51%Q2 2016Q2 20161
DKNG DRAFTKINGS INC111.50%1.50%1.50%Q3 2020Q3 20201
TRQ TURQUOISE HILL RES LTD111.32%1.32%1.32%Q1 2017Q1 20171
HIMX HIMAX TECHNOLOGIES INC111.27%1.27%1.27%Q4 2013Q4 20131
BSX BOSTON SCIENTIFIC CORP111.27%1.27%1.27%Q1 2020Q1 20201
SYK STRYKER CORP111.25%1.25%1.25%Q1 2020Q1 20201
GOGO GOGO INC111.21%1.21%1.21%Q3 2016Q3 20161
KKR KKR & CO INC111.20%1.20%1.20%Q4 2019Q4 20191
PM PHILIP MORRIS INTL INC111.19%1.19%1.19%Q1 2018Q1 20181
WPX WPX ENERGY INC111.18%1.18%1.18%Q4 2019Q4 20191
LPSN LIVEPERSON INC111.18%1.18%1.18%Q1 2020Q1 20201
KAR KAR AUCTION SVCS INC111.13%1.13%1.13%Q4 2013Q4 20131
AXNX AXONICS MODULATION TEC...111.10%1.10%1.10%Q3 2020Q3 20201
ZQKSQ QUIKSILVER INC111.03%1.03%1.03%Q2 2013Q2 20131
SPLK SPLUNK INC111.02%1.02%1.02%Q1 2014Q1 20141
PLAN ANAPLAN INC110.90%0.90%0.90%Q4 2019Q4 20191
SNOW SNOWFLAKE INC110.89%0.89%0.89%Q3 2020Q3 20201
ROKU ROKU INC110.87%0.87%0.87%Q1 2021Q1 20211
NEWR NEW RELIC INC110.87%0.87%0.87%Q3 2019Q3 20191
TSM TAIWAN SEMICONDUCTOR M...110.82%0.82%0.82%Q4 2020Q4 20201
TSLA TESLA INC110.81%0.81%0.81%Q1 2020Q1 20201
ATH ATHENE HLDG LTD110.81%0.81%0.81%Q4 2019Q4 20191
BYND BEYOND MEAT INC110.78%0.78%0.78%Q2 2019Q2 20191
GLIBA GCI LIBERTY INC110.74%0.74%0.74%Q1 2018Q1 20181
ON HLDG AG110.64%0.64%0.64%Q4 2021Q4 20211
RNG RINGCENTRAL INC110.61%0.61%0.61%Q4 2019Q4 20191
CDNS CADENCE DESIGN SYSTEM INC110.59%0.59%0.59%Q4 2020Q4 20201
SNPS SYNOPSYS INC110.59%0.59%0.59%Q4 2020Q4 20201
GWPH GW PHARMACEUTICALS PLC110.58%0.58%0.58%Q2 2014Q2 20141
THRX THERAVANCE INC110.53%0.53%0.53%Q1 2014Q1 20141
MB MINDBODY INC110.53%0.53%0.53%Q1 2017Q1 20171
GMCR KEURIG GREEN MTN INC110.47%0.47%0.47%Q2 2015Q2 20151
ARES ARES MANAGEMENT CORPOR...110.40%0.40%0.40%Q4 2019Q4 20191
AYA AMAYA INC110.33%0.33%0.33%Q2 2015Q2 20151
MUDS MUDRICK CAPITAL ACQU C...110.28%0.28%0.28%Q2 2021Q2 20211
RIVIAN AUTOMOTIVE INC110.18%0.18%0.18%Q4 2021Q4 20211
BLK BLACKROCK INC110.17%0.17%0.17%Q4 2019Q4 20191
CSTR COINSTAR INC110.09%0.09%0.09%Q2 2013Q2 20131
ZTO ZTO EXPRESS CAYMAN INC110.04%0.04%0.04%Q4 2016Q4 20161
CABO CABLE ONE INC110.02%0.02%0.02%Q3 2015Q3 20151

This page lists all the securities that Miura Global Management owns currently or has owned in the past.

The securities at the top of the list , including VISA INC, FACEBOOK INC, and CHARTER COMMUNICATIONS INC N, are the highest-conviction holdings of Miura Global Management.

The conviction is calculated by counting the number of times a CUSIP has been reported by Miura Global Management. The higher the number of times a security has been reported the higher the conviction.