Miura Global Management Q3 2021 holdings

$645 Million is the total value of Miura Global Management's 27 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 36.7% .

 Value Shares↓ Weighting
FCNCA SellFIRST CTZNS BANCSHARES INC Ncl a$88,533
-9.9%
105,000
-11.0%
13.73%
-23.4%
MSFT BuyMICROSOFT CORP$56,102
+47.9%
199,000
+42.1%
8.70%
+25.7%
NewCYTEK BIOSCIENCES INC$45,3362,117,500
+100.0%
7.03%
LUNG BuyPULMONX CORP$38,139
+51.7%
1,060,000
+86.0%
5.91%
+28.9%
DHR BuyDANAHER CORPORATION$30,140
+24.8%
99,000
+10.0%
4.67%
+6.0%
ESTC SellELASTIC N V$29,798
-4.9%
200,000
-7.0%
4.62%
-19.2%
LPRO BuyOPEN LENDING CORP$26,692
+3.2%
740,000
+23.3%
4.14%
-12.3%
SE BuySEA LTDsponsord ads$25,498
+23.8%
80,000
+6.7%
3.95%
+5.2%
SCHW BuySCHWAB CHARLES CORP$25,494
+89.3%
350,000
+89.2%
3.95%
+60.8%
INSP SellINSPIRE MED SYS INC$24,569
+1.7%
105,500
-15.6%
3.81%
-13.6%
RGEN BuyREPLIGEN CORP$24,564
+48.4%
85,000
+2.5%
3.81%
+26.1%
NewSTEVANATO GROUP S P A$22,779900,000
+100.0%
3.53%
V SellVISA INC$21,161
-9.5%
95,000
-5.0%
3.28%
-23.1%
NET SellCLOUDFLARE INC$20,840
+3.6%
185,000
-2.6%
3.23%
-12.0%
DECK SellDECKERS OUTDOOR CORP$19,811
-14.0%
55,000
-8.3%
3.07%
-26.9%
SHOP BuySHOPIFY INCcl a$18,981
-0.1%
14,000
+7.7%
2.94%
-15.1%
PFGC NewPERFORMANCE FOOD GROUP CO$18,584400,000
+100.0%
2.88%
ERII BuyENERGY RECOVERY INC$17,793
+346.3%
935,000
+434.3%
2.76%
+279.0%
GDRX BuyGOODRX HLDGS INC$16,613
+53.8%
405,000
+35.0%
2.58%
+30.7%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$14,551
-12.3%
20,000
-13.0%
2.26%
-25.5%
INMD SellINMODE LTD$13,474
-59.3%
84,500
-75.9%
2.09%
-65.5%
FB SellFACEBOOK INCcl a$11,879
-5.1%
35,000
-2.8%
1.84%
-19.4%
BIO BuyBIO RAD LABS INCcl a$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 BuyCRYOPORT INC$6,119
+7.7%
92,000
+2.2%
0.95%
-8.4%
NewRESERVOIR MEDIA INC$5,011550,000
+100.0%
0.78%
GH BuyGUARDANT HEALTH INC$4,625
+24.1%
37,000
+23.3%
0.72%
+5.4%
MUDS ExitMUDRICK CAPITAL ACQU CORP II$0-125,000
-100.0%
-0.28%
MGA ExitMAGNA INTL INC$0-45,000
-100.0%
-0.76%
APTV ExitAPTIV PLC$0-30,000
-100.0%
-0.86%
AEO ExitAMERICAN EAGLE OUTFITTERS IN$0-130,000
-100.0%
-0.89%
TMUS ExitT-MOBILE US INC$0-45,000
-100.0%
-1.19%
MGM ExitMGM RESORTS INTERNATIONAL$0-200,000
-100.0%
-1.56%
DIS ExitDISNEY WALT CO$0-100,000
-100.0%
-3.21%
Signed by
  • Joseph Luca — Chief Financial Officer

Compare quarterly holdings

Export Miura Global Management's holdings

EDGAR filings