Miura Global Management Q2 2021 holdings

$548 Million is the total value of Miura Global Management's 30 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 48.4% .

 Value Shares↓ Weighting
FCNCA SellFIRST CTZNS BANCSHARES INC Ncl a$98,263
-2.0%
118,000
-1.7%
17.93%
+0.1%
MSFT BuyMICROSOFT CORP$37,926
+37.5%
140,000
+19.7%
6.92%
+40.5%
INMD BuyINMODE LTD$33,138
+40.9%
350,000
+7.7%
6.05%
+44.0%
ESTC NewELASTIC N V$31,338215,000
+100.0%
5.72%
LPRO SellOPEN LENDING CORP$25,854
-2.7%
600,000
-20.0%
4.72%
-0.5%
LUNG BuyPULMONX CORP$25,148
+35.8%
570,000
+40.7%
4.59%
+38.7%
INSP BuyINSPIRE MED SYS INC$24,158
+22.9%
125,000
+31.6%
4.41%
+25.5%
DHR BuyDANAHER CORPORATION$24,152
+123.5%
90,000
+87.5%
4.41%
+128.5%
V SellVISA INC$23,382
-10.2%
100,000
-18.7%
4.27%
-8.2%
DECK SellDECKERS OUTDOOR CORP$23,044
-7.0%
60,000
-20.0%
4.20%
-5.0%
SE SellSEA LTDsponsord ads$20,595
-7.7%
75,000
-25.0%
3.76%
-5.7%
NET SellCLOUDFLARE INC$20,110
-18.2%
190,000
-45.7%
3.67%
-16.4%
SHOP BuySHOPIFY INCcl a$18,993
+145.2%
13,000
+85.7%
3.47%
+150.6%
DIS SellDISNEY WALT CO$17,577
-44.0%
100,000
-41.2%
3.21%
-42.7%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$16,593
-4.0%
23,000
-17.9%
3.03%
-1.8%
RGEN BuyREPLIGEN CORP$16,548
+52.0%
82,900
+48.0%
3.02%
+55.3%
SCHW NewSCHWAB CHARLES CORP$13,470185,000
+100.0%
2.46%
FB NewFACEBOOK INCcl a$12,51836,000
+100.0%
2.28%
GDRX SellGOODRX HLDGS INC$10,803
-47.8%
300,000
-43.4%
1.97%
-46.6%
MGM SellMGM RESORTS INTERNATIONAL$8,530
-40.1%
200,000
-46.7%
1.56%
-38.8%
LBRDK SellLIBERTY BROADBAND CORP$6,946
-7.5%
40,000
-20.0%
1.27%
-5.4%
TMUS NewT-MOBILE US INC$6,51745,000
+100.0%
1.19%
CYRX BuyCRYOPORT INC$5,679
+45.6%
90,000
+20.0%
1.04%
+48.6%
AEO SellAMERICAN EAGLE OUTFITTERS IN$4,879
+23.6%
130,000
-3.7%
0.89%
+26.2%
APTV SellAPTIV PLC$4,720
-27.2%
30,000
-36.2%
0.86%
-25.6%
MGA SellMAGNA INTL INC$4,169
+0.7%
45,000
-4.3%
0.76%
+3.0%
ERII NewENERGY RECOVERY INC$3,987175,000
+100.0%
0.73%
GH NewGUARDANT HEALTH INC$3,72630,000
+100.0%
0.68%
BIO SellBIO RAD LABS INCcl a$3,672
-66.2%
5,700
-70.0%
0.67%
-65.4%
MUDS NewMUDRICK CAPITAL ACQU CORP II$1,558125,000
+100.0%
0.28%
ADBE ExitADOBE SYSTEMS INCORPORATED$0-3,700
-100.0%
-0.31%
MS ExitMORGAN STANLEY$0-55,000
-100.0%
-0.76%
ROKU ExitROKU INC$0-15,000
-100.0%
-0.87%
CMCSA ExitCOMCAST CORP NEWcl a$0-140,000
-100.0%
-1.35%
VIH ExitVPC IMPACT ACQUISITION HLDNG$0-770,000
-100.0%
-1.79%
EDU ExitNEW ORIENTAL ED & TECHNOLOGYspon adr$0-1,455,000
-100.0%
-3.64%
IAC ExitIAC INTERACTIVECORP NEW$0-95,000
-100.0%
-3.67%
TRIP ExitTRIPADVISOR INC$0-500,000
-100.0%
-4.80%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Joseph Luca — Chief Financial Officer

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