Miura Global Management, LLC Buys General Motors Co, Bath & Body Works Inc, Mister Car Wash Inc, Sells Elastic NV, Visa Inc, First Citizens BancShares Inc

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Feb 21, 2022
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New York, NY, based Investment company Miura Global Management, LLC (Current Portfolio) buys General Motors Co, Bath & Body Works Inc, Mister Car Wash Inc, Datadog Inc, AirSculpt Technologies Inc, sells Elastic NV, Visa Inc, First Citizens BancShares Inc, Performance Food Group Co, GoodRx Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Miura Global Management, LLC. As of 2021Q4, Miura Global Management, LLC owns 28 stocks with a total value of $590 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. Microsoft Corp (MSFT) - 220,000 shares, 12.54% of the total portfolio. Shares added by 10.55%
  2. First Citizens BancShares Inc (FCNCA) - 80,000 shares, 11.25% of the total portfolio. Shares reduced by 23.81%
  3. Cytek Biosciences Inc (CTKB) - 3,020,000 shares, 8.35% of the total portfolio. Shares added by 42.62%
  4. Charles Schwab Corp (SCHW) - 455,000 shares, 6.49% of the total portfolio. Shares added by 30.00%
  5. Pulmonx Corp (LUNG) - 1,145,000 shares, 6.22% of the total portfolio. Shares added by 8.02%
New Purchase: General Motors Co (GM)

Miura Global Management, LLC initiated holding in General Motors Co. The purchase prices were between $53.93 and $64.61, with an estimated average price of $58.54. The stock is now traded at around $48.600000. The impact to a portfolio due to this purchase was 3.98%. The holding were 400,000 shares as of 2021-12-31.

New Purchase: Bath & Body Works Inc (BBWI)

Miura Global Management, LLC initiated holding in Bath & Body Works Inc. The purchase prices were between $62.38 and $78.37, with an estimated average price of $71.13. The stock is now traded at around $52.280000. The impact to a portfolio due to this purchase was 3.19%. The holding were 270,000 shares as of 2021-12-31.

New Purchase: Mister Car Wash Inc (MCW)

Miura Global Management, LLC initiated holding in Mister Car Wash Inc. The purchase prices were between $16 and $19.46, with an estimated average price of $17.85. The stock is now traded at around $15.870000. The impact to a portfolio due to this purchase was 3.09%. The holding were 1,000,000 shares as of 2021-12-31.

New Purchase: Datadog Inc (DDOG)

Miura Global Management, LLC initiated holding in Datadog Inc. The purchase prices were between $137.1 and $196.56, with an estimated average price of $170.44. The stock is now traded at around $159.020000. The impact to a portfolio due to this purchase was 3.02%. The holding were 100,000 shares as of 2021-12-31.

New Purchase: AirSculpt Technologies Inc (AIRS)

Miura Global Management, LLC initiated holding in AirSculpt Technologies Inc. The purchase prices were between $10.22 and $17.99, with an estimated average price of $13.98. The stock is now traded at around $13.160000. The impact to a portfolio due to this purchase was 2.53%. The holding were 870,000 shares as of 2021-12-31.

New Purchase: On Holding AG (ONON)

Miura Global Management, LLC initiated holding in On Holding AG. The purchase prices were between $29.09 and $51.45, with an estimated average price of $36.96. The stock is now traded at around $25.030000. The impact to a portfolio due to this purchase was 0.64%. The holding were 100,000 shares as of 2021-12-31.

Added: Cytek Biosciences Inc (CTKB)

Miura Global Management, LLC added to a holding in Cytek Biosciences Inc by 42.62%. The purchase prices were between $16.14 and $25.04, with an estimated average price of $20.86. The stock is now traded at around $13.930000. The impact to a portfolio due to this purchase was 2.5%. The holding were 3,020,000 shares as of 2021-12-31.

Added: Charles Schwab Corp (SCHW)

Miura Global Management, LLC added to a holding in Charles Schwab Corp by 30.00%. The purchase prices were between $73.23 and $85.82, with an estimated average price of $81.09. The stock is now traded at around $85.610000. The impact to a portfolio due to this purchase was 1.5%. The holding were 455,000 shares as of 2021-12-31.

Added: Stevanato Group SPA (STVN)

Miura Global Management, LLC added to a holding in Stevanato Group SPA by 32.33%. The purchase prices were between $21.65 and $27, with an estimated average price of $23.67. The stock is now traded at around $16.290000. The impact to a portfolio due to this purchase was 1.11%. The holding were 1,191,000 shares as of 2021-12-31.

Sold Out: Elastic NV (ESTC)

Miura Global Management, LLC sold out a holding in Elastic NV. The sale prices were between $110.55 and $186.78, with an estimated average price of $150.73.

Sold Out: Visa Inc (V)

Miura Global Management, LLC sold out a holding in Visa Inc. The sale prices were between $190.16 and $233.88, with an estimated average price of $214.28.

Sold Out: Performance Food Group Co (PFGC)

Miura Global Management, LLC sold out a holding in Performance Food Group Co. The sale prices were between $38.97 and $48.78, with an estimated average price of $45.39.

Sold Out: GoodRx Holdings Inc (GDRX)

Miura Global Management, LLC sold out a holding in GoodRx Holdings Inc. The sale prices were between $32.11 and $47.16, with an estimated average price of $40.03.

Sold Out: Meta Platforms Inc (FB)

Miura Global Management, LLC sold out a holding in Meta Platforms Inc. The sale prices were between $306.84 and $347.56, with an estimated average price of $332.02.

Sold Out: Guardant Health Inc (GH)

Miura Global Management, LLC sold out a holding in Guardant Health Inc. The sale prices were between $88.71 and $120.43, with an estimated average price of $103.33.



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

1. Miura Global Management, LLC's Undervalued Stocks
2. Miura Global Management, LLC's Top Growth Companies, and
3. Miura Global Management, LLC's High Yield stocks
4. Stocks that Miura Global Management, LLC keeps buying
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