$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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
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