Miura Global Management Q4 2021 holdings

$590 Million is the total value of Miura Global Management's 28 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 48.1% .

 Value Shares↓ Weighting
MSFT BuyMICROSOFT CORP$73,990
+31.9%
220,000
+10.6%
12.54%
+44.2%
FCNCA SellFIRST CTZNS BANCSHARES INC Ncl a$66,387
-25.0%
80,000
-23.8%
11.25%
-18.0%
BuyCYTEK BIOSCIENCES INC$49,286
+8.7%
3,020,000
+42.6%
8.35%
+18.9%
SCHW BuySCHWAB CHARLES CORP$38,266
+50.1%
455,000
+30.0%
6.49%
+64.1%
LUNG BuyPULMONX CORP$36,720
-3.7%
1,145,000
+8.0%
6.22%
+5.3%
DHR SellDANAHER CORPORATION$28,953
-3.9%
88,000
-11.1%
4.91%
+5.0%
BuySTEVANATO GROUP S P A$26,738
+17.4%
1,191,000
+32.3%
4.53%
+28.3%
RGEN BuyREPLIGEN CORP$23,836
-3.0%
90,000
+5.9%
4.04%
+6.1%
GM NewGENERAL MTRS CO$23,452400,000
+100.0%
3.98%
ERII BuyENERGY RECOVERY INC$22,135
+24.4%
1,030,000
+10.2%
3.75%
+36.0%
INSP SellINSPIRE MED SYS INC$20,659
-15.9%
89,800
-14.9%
3.50%
-8.1%
SE BuySEA LTDsponsored ads$19,015
-25.4%
85,000
+6.2%
3.22%
-18.5%
NewBATH & BODY WORKS INC$18,843270,000
+100.0%
3.19%
DECK SellDECKERS OUTDOOR CORP$18,316
-7.5%
50,000
-9.1%
3.10%
+1.1%
MCW NewMISTER CAR WASH INC$18,2101,000,000
+100.0%
3.09%
DDOG NewDATADOG INC$17,811100,000
+100.0%
3.02%
NewAIRSCULPT TECHNOLOGIES INC$14,955870,000
+100.0%
2.54%
LPRO SellOPEN LENDING CORP$13,488
-49.5%
600,000
-18.9%
2.29%
-44.8%
NET SellCLOUDFLARE INC$13,150
-36.9%
100,000
-45.9%
2.23%
-31.0%
BIO SellBIO RAD LABS INCcl a$8,311
-24.2%
11,000
-25.2%
1.41%
-17.1%
SHOP SellSHOPIFY INCcl a$6,887
-63.7%
5,000
-64.3%
1.17%
-60.3%
CYRX BuyCRYOPORT INC$6,509
+6.4%
110,000
+19.6%
1.10%
+16.2%
INMD SellINMODE LTD$5,611
-58.4%
79,500
-5.9%
0.95%
-54.5%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$5,216
-64.2%
8,000
-60.0%
0.88%
-60.8%
 RESERVOIR MEDIA INC$4,351
-13.2%
550,0000.0%0.74%
-5.0%
LBRDK SellLIBERTY BROADBAND CORP$4,028
-41.7%
25,000
-37.5%
0.68%
-36.2%
NewON HLDG AGnamen akt a$3,781100,000
+100.0%
0.64%
NewRIVIAN AUTOMOTIVE INC$1,03710,000
+100.0%
0.18%
GH ExitGUARDANT HEALTH INC$0-37,000
-100.0%
-0.72%
FB ExitFACEBOOK INCcl a$0-35,000
-100.0%
-1.84%
GDRX ExitGOODRX HLDGS INC$0-405,000
-100.0%
-2.58%
PFGC ExitPERFORMANCE FOOD GROUP CO$0-400,000
-100.0%
-2.88%
V ExitVISA INC$0-95,000
-100.0%
-3.28%
ESTC ExitELASTIC N V$0-200,000
-100.0%
-4.62%
Signed by
  • Joseph Luca — Chief Financial Officer

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