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Miura Global Management, LLC Buys Cytek Biosciences Inc, Stevanato Group SPA, Performance Food Group Co, Sells InMode, The Walt Disney Co, MGM Resorts International

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Nov 16, 2021
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New York, NY, based Investment company Miura Global Management, LLC (Current Portfolio) buys Cytek Biosciences Inc, Stevanato Group SPA, Performance Food Group Co, Pulmonx Corp, Microsoft Corp, sells InMode, The Walt Disney Co, MGM Resorts International, T-Mobile US Inc, American Eagle Outfitters Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Miura Global Management, LLC. As of 2021Q3, Miura Global Management, LLC owns 27 stocks with a total value of $645 million. These are the details of the buys and sells.

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
  1. First Citizens BancShares Inc (FCNCA) - 105,000 shares, 13.73% of the total portfolio. Shares reduced by 11.02%
  2. Microsoft Corp (MSFT) - 199,000 shares, 8.70% of the total portfolio. Shares added by 42.14%
  3. Cytek Biosciences Inc (CTKB) - 2,117,500 shares, 7.03% of the total portfolio. New Position
  4. Pulmonx Corp (LUNG) - 1,060,000 shares, 5.91% of the total portfolio. Shares added by 85.96%
  5. Danaher Corp (DHR) - 99,000 shares, 4.67% of the total portfolio. Shares added by 10.00%
New Purchase: Cytek Biosciences Inc (CTKB)

Miura Global Management, LLC initiated holding in Cytek Biosciences Inc. The purchase prices were between $17.52 and $27.93, with an estimated average price of $23.54. The stock is now traded at around $22.950000. The impact to a portfolio due to this purchase was 7.03%. The holding were 2,117,500 shares as of 2021-09-30.

New Purchase: Stevanato Group SPA (STVN)

Miura Global Management, LLC initiated holding in Stevanato Group SPA. The purchase prices were between $19.51 and $28.7, with an estimated average price of $23.62. The stock is now traded at around $22.050000. The impact to a portfolio due to this purchase was 3.53%. The holding were 900,000 shares as of 2021-09-30.

New Purchase: Performance Food Group Co (PFGC)

Miura Global Management, LLC initiated holding in Performance Food Group Co. The purchase prices were between $42.6 and $50.22, with an estimated average price of $46.09. The stock is now traded at around $45.890000. The impact to a portfolio due to this purchase was 2.88%. The holding were 400,000 shares as of 2021-09-30.

New Purchase: Reservoir Media Inc (RSVR)

Miura Global Management, LLC initiated holding in Reservoir Media Inc. The purchase prices were between $7.19 and $9.96, with an estimated average price of $8.36. The stock is now traded at around $8.860000. The impact to a portfolio due to this purchase was 0.78%. The holding were 550,000 shares as of 2021-09-30.

Added: Pulmonx Corp (LUNG)

Miura Global Management, LLC added to a holding in Pulmonx Corp by 85.96%. The purchase prices were between $35.98 and $44.48, with an estimated average price of $39.46. The stock is now traded at around $38.010000. The impact to a portfolio due to this purchase was 2.73%. The holding were 1,060,000 shares as of 2021-09-30.

Added: Microsoft Corp (MSFT)

Miura Global Management, LLC added to a holding in Microsoft Corp by 42.14%. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $339.510000. The impact to a portfolio due to this purchase was 2.58%. The holding were 199,000 shares as of 2021-09-30.

Added: Energy Recovery Inc (ERII)

Miura Global Management, LLC added to a holding in Energy Recovery Inc by 434.29%. The purchase prices were between $18.59 and $23.03, with an estimated average price of $20.37. The stock is now traded at around $22.230000. The impact to a portfolio due to this purchase was 2.24%. The holding were 935,000 shares as of 2021-09-30.

Added: Charles Schwab Corp (SCHW)

Miura Global Management, LLC added to a holding in Charles Schwab Corp by 89.19%. The purchase prices were between $66.68 and $77.38, with an estimated average price of $71.45. The stock is now traded at around $81.810000. The impact to a portfolio due to this purchase was 1.86%. The holding were 350,000 shares as of 2021-09-30.

Added: Bio-Rad Laboratories Inc (BIO)

Miura Global Management, LLC added to a holding in Bio-Rad Laboratories Inc by 157.89%. The purchase prices were between $657.71 and $825.77, with an estimated average price of $748.92. The stock is now traded at around $770.980000. The impact to a portfolio due to this purchase was 1.04%. The holding were 14,700 shares as of 2021-09-30.

Added: Open Lending Corp (LPRO)

Miura Global Management, LLC added to a holding in Open Lending Corp by 23.33%. The purchase prices were between $32.38 and $41.99, with an estimated average price of $38.33. The stock is now traded at around $31.220000. The impact to a portfolio due to this purchase was 0.78%. The holding were 740,000 shares as of 2021-09-30.

Sold Out: The Walt Disney Co (DIS)

Miura Global Management, LLC sold out a holding in The Walt Disney Co. The sale prices were between $169.17 and $185.91, with an estimated average price of $178.27.

Sold Out: MGM Resorts International (MGM)

Miura Global Management, LLC sold out a holding in MGM Resorts International. The sale prices were between $36.63 and $45.09, with an estimated average price of $40.81.

Sold Out: T-Mobile US Inc (TMUS)

Miura Global Management, LLC sold out a holding in T-Mobile US Inc. The sale prices were between $124.9 and $149.41, with an estimated average price of $139.34.

Sold Out: American Eagle Outfitters Inc (AEO)

Miura Global Management, LLC sold out a holding in American Eagle Outfitters Inc. The sale prices were between $25.8 and $37.61, with an estimated average price of $31.79.

Sold Out: Aptiv PLC (APTV)

Miura Global Management, LLC sold out a holding in Aptiv PLC. The sale prices were between $142.3 and $169.76, with an estimated average price of $155.69.

Sold Out: Magna International Inc (MGA)

Miura Global Management, LLC sold out a holding in Magna International Inc. The sale prices were between $74.21 and $94.14, with an estimated average price of $82.43.



Here is the complete portfolio of Miura Global Management, LLC. Also check out:

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4. Stocks that Miura Global Management, LLC keeps buying
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