Miura Global Management Q2 2021 13F Holdings

Miura Global Management Q2 2021 holdings
TickerName Value Shares↓ Weighting
FCNCA FIRST CTZNS BANCSHARES...cl aReduce  $98,263
-2.0%
118,000
-1.7%
17.93%
0.1%
MSFT MICROSOFT CORPAdd  $37,926
37.5%
140,000
19.7%
6.92%
40.5%
INMD INMODE LTDAdd  $33,138
40.9%
350,000
7.7%
6.05%
44.0%
ESTC ELASTIC N VNew  $31,338215,0005.72%
LPRO OPEN LENDING CORPReduce  $25,854
-2.7%
600,000
-20.0%
4.72%
-0.5%
LUNG PULMONX CORPAdd  $25,148
35.8%
570,000
40.7%
4.59%
38.7%
INSP INSPIRE MED SYS INCAdd  $24,158
22.9%
125,000
31.6%
4.41%
25.5%
DHR DANAHER CORPORATIONAdd  $24,152
123.5%
90,000
87.5%
4.41%
128.5%
V VISA INCReduce  $23,382
-10.2%
100,000
-18.7%
4.27%
-8.2%
DECK DECKERS OUTDOOR CORPReduce  $23,044
-7.0%
60,000
-20.0%
4.20%
-5.0%
SE SEA LTDsponsord adsReduce  $20,595
-7.7%
75,000
-25.0%
3.76%
-5.7%
NET CLOUDFLARE INCReduce  $20,110
-18.2%
190,000
-45.7%
3.67%
-16.4%
SHOP SHOPIFY INCcl aAdd  $18,993
145.2%
13,000
85.7%
3.47%
150.6%
DIS DISNEY WALT COReduce  $17,577
-44.0%
100,000
-41.2%
3.21%
-42.7%
CHTR CHARTER COMMUNICATIONS...cl aReduce  $16,593
-4.0%
23,000
-17.9%
3.03%
-1.8%
RGEN REPLIGEN CORPAdd  $16,548
52.0%
82,900
48.0%
3.02%
55.3%
SCHW SCHWAB CHARLES CORPNew  $13,470185,0002.46%
FB FACEBOOK INCcl aNew  $12,51836,0002.28%
GDRX GOODRX HLDGS INCReduce  $10,803
-47.8%
300,000
-43.4%
1.97%
-46.6%
MGM MGM RESORTS INTERNATIONALReduce  $8,530
-40.1%
200,000
-46.7%
1.56%
-38.8%
LBRDK LIBERTY BROADBAND CORPReduce  $6,946
-7.5%
40,000
-20.0%
1.27%
-5.4%
TMUS T-MOBILE US INCNew  $6,51745,0001.19%
CYRX CRYOPORT INCAdd  $5,679
45.6%
90,000
20.0%
1.04%
48.6%
AEO AMERICAN EAGLE OUTFITT...Reduce  $4,879
23.6%
130,000
-3.7%
0.89%
26.2%
APTV APTIV PLCReduce  $4,720
-27.2%
30,000
-36.2%
0.86%
-25.6%
MGA MAGNA INTL INCReduce  $4,169
0.7%
45,000
-4.3%
0.76%
3.0%
ERII ENERGY RECOVERY INCNew  $3,987175,0000.73%
GH GUARDANT HEALTH INCNew  $3,72630,0000.68%
BIO BIO RAD LABS INCcl aReduce  $3,672
-66.2%
5,700
-70.0%
0.67%
-65.4%
MUDS MUDRICK CAPITAL ACQU C...New  $1,558125,0000.28%
ADBE ADOBE SYSTEMS INCORPOR...Sold out  $0-3,700-0.31%
MS MORGAN STANLEYSold out  $0-55,000-0.76%
ROKU ROKU INCSold out  $0-15,000-0.87%
CMCSA COMCAST CORP NEWcl aSold out  $0-140,000-1.35%
VIH VPC IMPACT ACQUISITION...Sold out  $0-770,000-1.79%
EDU NEW ORIENTAL ED & TECH...spon adrSold out  $0-1,455,000-3.64%
IAC IAC INTERACTIVECORP NEWSold out  $0-95,000-3.67%
TRIP TRIPADVISOR INCSold out  $0-500,000-4.80%
  • Miura Global Management Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $548 Million
  • Holdings
    30
  • Turnover
    48.4%
  • EDGAR