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 35.3% .

 Value Shares↓ Weighting
FCNCA SellFIRST CTZNS BANCSHARES INC Ncl a$66,387
-25.0%
80,000
-23.8%
11.25%
-18.0%
DHR SellDANAHER CORPORATION$28,953
-3.9%
88,000
-11.1%
4.91%
+5.0%
INSP SellINSPIRE MED SYS INC$20,659
-15.9%
89,800
-14.9%
3.50%
-8.1%
DECK SellDECKERS OUTDOOR CORP$18,316
-7.5%
50,000
-9.1%
3.10%
+1.1%
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%
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%
LBRDK SellLIBERTY BROADBAND CORP$4,028
-41.7%
25,000
-37.5%
0.68%
-36.2%
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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