Miura Global Management Q3 2022 holdings

$167 Million is the total value of Miura Global Management's 18 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 37.5% .

 Value Shares↓ Weighting
INMD BuyINMODE LTD$30,577
+114.9%
1,050,400
+65.4%
18.33%
+87.8%
NFLX NewNETFLIX INC$13,42057,000
+100.0%
8.04%
LNG BuyCHENIERE ENERGY INC$12,111
+30.1%
73,000
+4.3%
7.26%
+13.7%
MSFT BuyMICROSOFT CORP$12,111
-5.7%
52,000
+4.0%
7.26%
-17.6%
SellCYTEK BIOSCIENCES INC$12,070
-31.8%
820,000
-50.3%
7.24%
-40.4%
OPCH NewOPTION CARE HEALTH INC$11,046351,000
+100.0%
6.62%
DHR BuyDANAHER CORPORATION$10,332
+85.3%
40,000
+81.8%
6.19%
+61.9%
V BuyVISA INC$10,304
+16.3%
58,000
+28.9%
6.18%
+1.6%
RGEN SellREPLIGEN CORP$10,067
-58.3%
53,800
-63.8%
6.03%
-63.5%
RACE SellFERRARI N V$8,325
-24.4%
45,000
-25.0%
4.99%
-33.9%
EQT NewEQT CORP$7,946195,000
+100.0%
4.76%
FCNCA SellFIRST CTZNS BANCSHARES INC Ncl a$6,379
-2.4%
8,000
-20.0%
3.82%
-14.7%
INSP BuyINSPIRE MED SYS INC$4,807
+75.4%
27,100
+80.7%
2.88%
+53.3%
NET SellCLOUDFLARE INC$4,701
-16.1%
85,000
-33.6%
2.82%
-26.6%
ERII BuyENERGY RECOVERY INC$4,348
+31.7%
200,000
+17.6%
2.61%
+15.1%
DECK SellDECKERS OUTDOOR CORP$3,595
-6.1%
11,500
-23.3%
2.16%
-18.0%
CRWD NewCROWDSTRIKE HLDGS INCcl a$2,39014,500
+100.0%
1.43%
CPRI SellCAPRI HOLDINGS LIMITED$2,306
-13.5%
60,000
-7.7%
1.38%
-24.4%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-70,000
-100.0%
-5.46%
NOW ExitSERVICENOW INC$0-20,000
-100.0%
-6.52%

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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