Miura Global Management Q2 2022 holdings

$146 Million is the total value of Miura Global Management's 16 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 70.4% .

 Value Shares↓ Weighting
RGEN BuyREPLIGEN CORP$24,116
+32.5%
148,500
+53.4%
16.54%
+179.7%
SellCYTEK BIOSCIENCES INC$17,698
-27.2%
1,649,400
-26.9%
12.14%
+53.7%
INMD BuyINMODE LTD$14,230
+466.9%
635,000
+833.8%
9.76%
+1097.7%
MSFT SellMICROSOFT CORP$12,842
-62.1%
50,000
-54.5%
8.81%
-20.0%
RACE NewFERRARI N V$11,00960,000
+100.0%
7.55%
NOW NewSERVICENOW INC$9,51020,000
+100.0%
6.52%
LNG SellCHENIERE ENERGY INC$9,312
-18.1%
70,000
-14.6%
6.39%
+72.9%
V BuyVISA INC$8,860
+110.3%
45,000
+136.8%
6.08%
+343.9%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$7,95870,000
+100.0%
5.46%
FCNCA SellFIRST CTZNS BANCSHARES INC Ncl a$6,538
-63.6%
10,000
-63.0%
4.48%
-23.2%
NET BuyCLOUDFLARE INC$5,600
-48.0%
128,000
+42.2%
3.84%
+9.7%
DHR SellDANAHER CORPORATION$5,577
-49.7%
22,000
-41.8%
3.82%
+6.2%
DECK SellDECKERS OUTDOOR CORP$3,830
-57.6%
15,000
-54.5%
2.63%
-10.5%
ERII SellENERGY RECOVERY INC$3,301
-65.9%
170,000
-64.6%
2.26%
-27.9%
INSP SellINSPIRE MED SYS INC$2,740
-71.0%
15,000
-59.2%
1.88%
-38.8%
CPRI NewCAPRI HOLDINGS LIMITED$2,66665,000
+100.0%
1.83%
ExitRESERVOIR MEDIA INC$0-225,000
-100.0%
-0.72%
CFLT ExitCONFLUENT INC$0-60,000
-100.0%
-0.80%
MA ExitMASTERCARD INCORPORATEDcl a$0-11,200
-100.0%
-1.30%
ExitBATH & BODY WORKS INC$0-110,000
-100.0%
-1.71%
ExitON HLDG AGnamen akt a$0-300,000
-100.0%
-2.46%
ExitAIRSCULPT TECHNOLOGIES INC$0-696,000
-100.0%
-3.09%
DDOG ExitDATADOG INC$0-63,500
-100.0%
-3.12%
MCW ExitMISTER CAR WASH INC$0-680,000
-100.0%
-3.27%
ExitSTEVANATO GROUP S P A$0-510,000
-100.0%
-3.33%
DIS ExitDISNEY WALT CO$0-75,500
-100.0%
-3.36%
ExitDUTCH BROS INCcl a$0-200,000
-100.0%
-3.59%
NFLX ExitNETFLIX INC$0-30,000
-100.0%
-3.65%
LUNG ExitPULMONX CORP$0-595,000
-100.0%
-4.80%
AMZN ExitAMAZON COM INC$0-5,000
-100.0%
-5.30%
SCHW ExitSCHWAB CHARLES CORP$0-245,000
-100.0%
-6.71%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Joseph Luca — Chief Financial Officer

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