Miura Global Management Q3 2021 13F Holdings

Miura Global Management Q3 2021 holdings
TickerName Value Shares↓ Weighting
FCNCA FIRST CTZNS BANCSHARES...cl aReduce  $88,533
-9.9%
105,000
-11.0%
13.73%
-23.4%
MSFT MICROSOFT CORPAdd  $56,102
47.9%
199,000
42.1%
8.70%
25.7%
CYTEK BIOSCIENCES INCNew  $45,3362,117,5007.03%
LUNG PULMONX CORPAdd  $38,139
51.7%
1,060,000
86.0%
5.91%
28.9%
DHR DANAHER CORPORATIONAdd  $30,140
24.8%
99,000
10.0%
4.67%
6.0%
ESTC ELASTIC N VReduce  $29,798
-4.9%
200,000
-7.0%
4.62%
-19.2%
LPRO OPEN LENDING CORPAdd  $26,692
3.2%
740,000
23.3%
4.14%
-12.3%
SE SEA LTDsponsord adsAdd  $25,498
23.8%
80,000
6.7%
3.95%
5.2%
SCHW SCHWAB CHARLES CORPAdd  $25,494
89.3%
350,000
89.2%
3.95%
60.8%
INSP INSPIRE MED SYS INCReduce  $24,569
1.7%
105,500
-15.6%
3.81%
-13.6%
RGEN REPLIGEN CORPAdd  $24,564
48.4%
85,000
2.5%
3.81%
26.1%
STEVANATO GROUP S P ANew  $22,779900,0003.53%
V VISA INCReduce  $21,161
-9.5%
95,000
-5.0%
3.28%
-23.1%
NET CLOUDFLARE INCReduce  $20,840
3.6%
185,000
-2.6%
3.23%
-12.0%
DECK DECKERS OUTDOOR CORPReduce  $19,811
-14.0%
55,000
-8.3%
3.07%
-26.9%
SHOP SHOPIFY INCcl aAdd  $18,981
-0.1%
14,000
7.7%
2.94%
-15.1%
PFGC PERFORMANCE FOOD GROUP CONew  $18,584400,0002.88%
ERII ENERGY RECOVERY INCAdd  $17,793
346.3%
935,000
434.3%
2.76%
279.0%
GDRX GOODRX HLDGS INCAdd  $16,613
53.8%
405,000
35.0%
2.58%
30.7%
CHTR CHARTER COMMUNICATIONS...cl aReduce  $14,551
-12.3%
20,000
-13.0%
2.26%
-25.5%
INMD INMODE LTDReduce  $13,474
-59.3%
84,500
-75.9%
2.09%
-65.5%
FB FACEBOOK INCcl aReduce  $11,879
-5.1%
35,000
-2.8%
1.84%
-19.4%
BIO BIO RAD LABS INCcl aAdd  $10,965
198.6%
14,700
157.9%
1.70%
153.7%
LBRDK LIBERTY BROADBAND CORP  $6,908
-0.5%
40,0000.0%1.07%
-15.5%
CYRX CRYOPORT INCAdd  $6,119
7.7%
92,000
2.2%
0.95%
-8.4%
RESERVOIR MEDIA INCNew  $5,011550,0000.78%
GH GUARDANT HEALTH INCAdd  $4,625
24.1%
37,000
23.3%
0.72%
5.4%
MUDS MUDRICK CAPITAL ACQU C...Sold out  $0-125,000-0.28%
MGA MAGNA INTL INCSold out  $0-45,000-0.76%
APTV APTIV PLCSold out  $0-30,000-0.86%
AEO AMERICAN EAGLE OUTFITT...Sold out  $0-130,000-0.89%
TMUS T-MOBILE US INCSold out  $0-45,000-1.19%
MGM MGM RESORTS INTERNATIONALSold out  $0-200,000-1.56%
DIS DISNEY WALT COSold out  $0-100,000-3.21%
  • Miura Global Management Q3 2021 Portfolio
  • Add to Watchlist Similar Filers BETA
  • Quarter
    Q3 2021
  • Total value
    $645 Million
  • Holdings
    27
  • Turnover
    36.7%
  • EDGAR