$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 35.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FCNCA | Sell | FIRST CTZNS BANCSHARES INC Ncl a | $66,387 | -25.0% | 80,000 | -23.8% | 11.25% | -18.0% |
| DHR | Sell | DANAHER CORPORATION | $28,953 | -3.9% | 88,000 | -11.1% | 4.91% | +5.0% |
| INSP | Sell | INSPIRE MED SYS INC | $20,659 | -15.9% | 89,800 | -14.9% | 3.50% | -8.1% |
| DECK | Sell | DECKERS OUTDOOR CORP | $18,316 | -7.5% | 50,000 | -9.1% | 3.10% | +1.1% |
| LPRO | Sell | OPEN LENDING CORP | $13,488 | -49.5% | 600,000 | -18.9% | 2.29% | -44.8% |
| NET | Sell | CLOUDFLARE INC | $13,150 | -36.9% | 100,000 | -45.9% | 2.23% | -31.0% |
| BIO | Sell | BIO RAD LABS INCcl a | $8,311 | -24.2% | 11,000 | -25.2% | 1.41% | -17.1% |
| SHOP | Sell | SHOPIFY INCcl a | $6,887 | -63.7% | 5,000 | -64.3% | 1.17% | -60.3% |
| INMD | Sell | INMODE LTD | $5,611 | -58.4% | 79,500 | -5.9% | 0.95% | -54.5% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $5,216 | -64.2% | 8,000 | -60.0% | 0.88% | -60.8% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $4,028 | -41.7% | 25,000 | -37.5% | 0.68% | -36.2% |
| GH | Exit | GUARDANT HEALTH INC | $0 | – | -37,000 | -100.0% | -0.72% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -35,000 | -100.0% | -1.84% | – |
| GDRX | Exit | GOODRX HLDGS INC | $0 | – | -405,000 | -100.0% | -2.58% | – |
| PFGC | Exit | PERFORMANCE FOOD GROUP CO | $0 | – | -400,000 | -100.0% | -2.88% | – |
| V | Exit | VISA INC | $0 | – | -95,000 | -100.0% | -3.28% | – |
| ESTC | Exit | ELASTIC N V | $0 | – | -200,000 | -100.0% | -4.62% | – |
Source
Signed by
- Joseph Luca — Chief Financial Officer
- Miura Global Management holdings (13F-HR)
- Miura Global Management significant holdings (13D/G)
- Miura Global Management ownership history
- Miura Global Management portfolio value
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