- New Purchases: GDRX, NET, LPRO, JD, DKNG, CYRX, AXNX, SNOW, OSH, BABA, PDD, AFIB, LI,
- Added Positions: LBRDK,
- Reduced Positions: CHTR, EDU, INSP, DECK, SE, TAL, V, DHR, INMD, MSFT, FIS, BIO, XLP, JPM, RGEN, EQH, AMED, MS, BAC, CHE, ADBE, CGNX, AEO, NKE, ADUS, ZBRA, DDOG,
- Sold Out: AMZN, BAM, COUP,
For the details of Miura Global Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/miura+global+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Miura Global Management, LLC- InMode Ltd (INMD) - 938,000 shares, 9.62% of the total portfolio. Shares reduced by 20.17%
- GoodRx Holdings Inc (GDRX) - 565,000 shares, 8.91% of the total portfolio. New Position
- Charter Communications Inc (CHTR) - 45,000 shares, 7.97% of the total portfolio. Shares reduced by 43.75%
- Inspire Medical Systems Inc (INSP) - 210,000 shares, 7.68% of the total portfolio. Shares reduced by 43.24%
- Deckers Outdoor Corp (DECK) - 90,900 shares, 5.67% of the total portfolio. Shares reduced by 39.4%
Miura Global Management, LLC initiated holding in GoodRx Holdings Inc. The purchase prices were between $46.7 and $56.79, with an estimated average price of $52.94. The stock is now traded at around $46.72. The impact to a portfolio due to this purchase was 8.91%. The holding were 565,000 shares as of .
New Purchase: Cloudflare Inc (NET)Miura Global Management, LLC initiated holding in Cloudflare Inc. The purchase prices were between $32.94 and $42.51, with an estimated average price of $38.2. The stock is now traded at around $64.54. The impact to a portfolio due to this purchase was 4.27%. The holding were 367,000 shares as of .
New Purchase: Open Lending Corp (LPRO)Miura Global Management, LLC initiated holding in Open Lending Corp. The purchase prices were between $15.15 and $25.5, with an estimated average price of $19.42. The stock is now traded at around $29.47. The impact to a portfolio due to this purchase was 3.61%. The holding were 500,000 shares as of .
New Purchase: JD.com Inc (JD)Miura Global Management, LLC initiated holding in JD.com Inc. The purchase prices were between $60 and $83.21, with an estimated average price of $69.52. The stock is now traded at around $85.26. The impact to a portfolio due to this purchase was 2.09%. The holding were 95,000 shares as of .
New Purchase: DraftKings Inc (DKNG)Miura Global Management, LLC initiated holding in DraftKings Inc. The purchase prices were between $29.5 and $58.84, with an estimated average price of $38.76. The stock is now traded at around $42.73. The impact to a portfolio due to this purchase was 1.5%. The holding were 89,800 shares as of .
New Purchase: CryoPort Inc (CYRX)Miura Global Management, LLC initiated holding in CryoPort Inc. The purchase prices were between $31.04 and $57.99, with an estimated average price of $40.58. The stock is now traded at around $50.22. The impact to a portfolio due to this purchase was 1.33%. The holding were 98,700 shares as of .
Added: Liberty Broadband Corp (LBRDK)Miura Global Management, LLC added to a holding in Liberty Broadband Corp by 34.50%. The purchase prices were between $125.49 and $144.9, with an estimated average price of $137.22. The stock is now traded at around $152.19. The impact to a portfolio due to this purchase was 0.56%. The holding were 53,800 shares as of .
Sold Out: Amazon.com Inc (AMZN)Miura Global Management, LLC sold out a holding in Amazon.com Inc. The sale prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21.
Sold Out: Brookfield Asset Management Inc (BAM)Miura Global Management, LLC sold out a holding in Brookfield Asset Management Inc. The sale prices were between $31.76 and $34.86, with an estimated average price of $33.38.
Sold Out: Coupa Software Inc (COUP)Miura Global Management, LLC sold out a holding in Coupa Software Inc. The sale prices were between $243.24 and $344.42, with an estimated average price of $291.58.
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