Miura Global Management Q1 2021 13F Holdings

Miura Global Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
FCNCA FIRST CTZNS BANCSHARES...cl aAdd  $100,292
164.6%
120,000
81.8%
17.91%
150.3%
DIS DISNEY WALT COAdd  $31,368
188.5%
170,000
183.3%
5.60%
172.8%
MSFT MICROSOFT CORPAdd  $27,585
159.5%
117,000
144.8%
4.93%
145.4%
TRIP TRIPADVISOR INCNew  $26,895500,0004.80%
LPRO OPEN LENDING CORPReduce  $26,565
-1.3%
750,000
-2.6%
4.74%
-6.7%
V VISA INCAdd  $26,043
-0.8%
123,000
2.5%
4.65%
-6.2%
DECK DECKERS OUTDOOR CORPReduce  $24,782
-4.0%
75,000
-16.7%
4.42%
-9.2%
NET CLOUDFLARE INCReduce  $24,591
-19.1%
350,000
-12.5%
4.39%
-23.5%
INMD INMODE LTDReduce  $23,520
-26.6%
325,000
-51.9%
4.20%
-30.6%
SE SEA LTDsponsord adsReduce  $22,323
-25.2%
100,000
-33.3%
3.99%
-29.3%
GDRX GOODRX HLDGS INCReduce  $20,681
-48.7%
530,000
-47.0%
3.69%
-51.5%
IAC IAC INTERACTIVECORP NEWAdd  $20,549
16.7%
95,000
2.2%
3.67%
10.3%
EDU NEW ORIENTAL ED & TECH...spon adrAdd  $20,370
-8.6%
1,455,000
1112.5%
3.64%
-13.6%
INSP INSPIRE MED SYS INCReduce  $19,664
-30.3%
95,000
-36.7%
3.51%
-34.1%
LUNG PULMONX CORPNew  $18,525405,0003.31%
CHTR CHARTER COMMUNICATIONS...cl aReduce  $17,277
-42.0%
28,000
-37.8%
3.08%
-45.1%
MGM MGM RESORTS INTERNATIONALNew  $14,246375,0002.54%
RGEN REPLIGEN CORPAdd  $10,887
31.2%
56,000
29.3%
1.94%
24.1%
BIO BIO RAD LABS INCcl aAdd  $10,852
37.9%
19,000
40.7%
1.94%
30.4%
DHR DANAHER CORPORATIONReduce  $10,804
-6.1%
48,000
-7.3%
1.93%
-11.2%
VIH VPC IMPACT ACQUISITION...New  $10,002770,0001.79%
SHOP SHOPIFY INCcl aNew  $7,7467,0001.38%
CMCSA COMCAST CORP NEWcl aReduce  $7,575
-19.7%
140,000
-22.2%
1.35%
-24.0%
LBRDK LIBERTY BROADBAND CORPReduce  $7,508
-6.1%
50,000
-1.0%
1.34%
-11.2%
APTV APTIV PLCNew  $6,48147,0001.16%
ROKU ROKU INCNew  $4,88715,0000.87%
MS MORGAN STANLEYReduce  $4,271
5.5%
55,000
-6.9%
0.76%
-0.3%
MGA MAGNA INTL INCNew  $4,13847,0000.74%
AEO AMERICAN EAGLE OUTFITT...Reduce  $3,947
37.5%
135,000
-5.6%
0.70%
30.1%
CYRX CRYOPORT INCReduce  $3,901
-4.1%
75,000
-19.1%
0.70%
-9.2%
ADBE ADOBE SYSTEMS INCORPOR...Reduce  $1,759
-12.0%
3,700
-7.5%
0.31%
-16.9%
LI LI AUTO INCsponsored adsSold out  $0-1,000-0.01%
AFIB ACUTUS MED INCSold out  $0-5,000-0.03%
DDOG DATADOG INCSold out  $0-12,300-0.23%
BABA ALIBABA GROUP HLDG LTDsponsored adsSold out  $0-7,200-0.32%
NKE NIKE INCcl bSold out  $0-14,300-0.38%
ZBRA ZEBRA TECHNOLOGIES COR...cl aSold out  $0-5,400-0.39%
PDD PINDUODUO INCsponsored adsSold out  $0-12,800-0.43%
CGNX COGNEX CORPSold out  $0-35,000-0.53%
BAC BK OF AMERICA CORPSold out  $0-101,000-0.58%
SNPS SYNOPSYS INCSold out  $0-12,000-0.59%
CDNS CADENCE DESIGN SYSTEM INCSold out  $0-23,000-0.59%
TSM TAIWAN SEMICONDUCTOR M...sponsored adsSold out  $0-40,000-0.82%
ADUS ADDUS HOMECARE CORPSold out  $0-43,000-0.95%
XLP SELECT SECTOR SPDR TRsbi cons stplsSold out  $0-79,600-1.01%
JPM JPMORGAN CHASE & COSold out  $0-51,800-1.24%
OSH OAK STR HEALTH INCSold out  $0-120,000-1.39%
FIS FIDELITY NATL INFORMAT...Sold out  $0-54,800-1.46%
JD JD.COM INCspon adr cl aSold out  $0-89,300-1.48%
CHE CHEMED CORP NEWSold out  $0-15,000-1.51%
AMED AMEDISYS INCSold out  $0-47,000-2.60%
TAL TAL EDUCATION GROUPsponsored adsSold out  $0-210,000-2.84%