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MIURA GLOBAL MANAGEMENT, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-8822

Report Date: 12/31/2018

Position Statistics

Total Positions 27
New Positions 6
Increased Positions 12
Decreased Positions 14
Positions with Activity 26
Sold Out Positions 10
Total Mkt Value (in $ millions) 449

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy
Basic Materials
Industrials 0%
Consumer Cyclicals 15.28%
Consumer Non-Cyclicals 0%
Financials 3.73%
Healthcare 21.19%
Technology 56.49%
Telecommunication Services 3.31%
Utilities

27 Positions as of 12/31/2018

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VISA INC COM CL A 65,129 18,815 40.63 450,000
SALESFORCE COM INC COM 45,184 -2,378 (5) 285,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 37,556 854 2.33 220,000
IQVIA HLDGS INC COM 35,298 7,060 25 250,000
NETFLIX INC COM 34,083 34,083 New 94,700
MERCK & CO INC COM 33,758 33,758 New 425,000
PTC INC COM 33,059 -3,673 (10) 360,000
OKTA INC CL A 29,397 20,998 250 350,000
AMAZON COM INC COM 24,332 4,866 25 15,000
VAIL RESORTS INC COM 23,242 1,056 4.76 110,000
UNITEDHEALTH GROUP INC COM 20,213 -14,823 (42.31) 75,000
INTERACTIVE BROKERS GROUP INC COM CL A 16,734 New 300,000
ALTICE USA INC CL A 14,847 14,847 New 700,000
STARBUCKS CORP COM 10,559 10,559 New 150,000
CHARTER COMMUNICATIONS INC NEW CL A 10,493 10,493 New 30,000
SVMK INC COM 9,233 9,233 New 700,000
REPLIGEN CORP COM 5,900 -10,325 (63.64) 100,000
CAPRI HOLDINGS LIMITED SHS -7,648 Sold Out 0
CINTAS CORP COM -28,428 Sold Out 0
FACEBOOK INC CL A -7,315 Sold Out 0