13F-HR filed by Miura Global Management, LLC
Miura Global Management, LLC filed this 13F-HR for the quarter ended 2020-06-30, filed 2020-08-14, with 31 holding rows worth $378,880,000.
- Accession
- 0000919574-20-005152
- Filer
- CIK 1352272
- Filed
- 2020-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2020
A holdings report, 31 entries on the cover page, a total value of $378,880,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $378,880,000 with VALUE read as thousands by filing date, 13F file number 028-12333. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 80,000 | $40,803,000 | thousands by filing date | |
| INMODE LTD SHS | M5425M103 | Stock | 1,175,000 | $33,276,000 | thousands by filing date | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 370,000 | $32,197,000 | thousands by filing date | |
| NEW ORIENTAL EDUCATION & TECHN | 647581107 | SPON ADR | 228,000 | $29,692,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 150,000 | $29,459,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 225,000 | $24,129,000 | thousands by filing date | |
| TAL ED GROUP SPONSORED ADS | 874080104 | ADR | 308,000 | $21,061,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 95,000 | $18,351,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 83,000 | $16,891,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 95,000 | $16,799,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 95,000 | $12,739,000 | thousands by filing date | |
| BIO RAD LABS INC | 090572207 | CL A | 24,000 | $10,836,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 90,000 | $8,465,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 142,000 | $8,327,000 | thousands by filing date | |
| REPLIGEN CORP COM | 759916109 | Stock | 67,000 | $8,282,000 | thousands by filing date | |
| EQUITABLE HLDGS INC COM | 29452E101 | Stock | 403,000 | $7,774,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 2,800 | $7,725,000 | thousands by filing date | |
| BROOKFIELD ASSET MANAGEMENT IN | 112585104 | CL A LTD VT SH | 213,000 | $7,008,000 | thousands by filing date | |
| AMEDISYS INC | 023436108 | COM | 28,000 | $5,559,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 104,000 | $5,023,000 | thousands by filing date | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 40,000 | $4,958,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 180,000 | $4,275,000 | thousands by filing date | |
| CHEMED CORP NEW | 16359R103 | COM | 9,000 | $4,060,000 | thousands by filing date | |
| COGNEX CORP | 192422103 | COM | 61,000 | $3,643,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 7,500 | $3,265,000 | thousands by filing date | |
| AMERICAN EAGLE OUTFITTERS INC COM | 02553E106 | Stock | 250,000 | $2,725,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 25,000 | $2,451,000 | thousands by filing date | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 9,500 | $2,432,000 | thousands by filing date | |
| ADDUS HOMECARE CORP | 006739106 | COM | 26,000 | $2,407,000 | thousands by filing date | |
| COUPA SOFTWARE INCORPORATED | 22266L106 | COM | 8,500 | $2,355,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 22,000 | $1,913,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-20-005152 | this filing | 2020-08-14 | acceptance time not in the bulk data set |