Top Funds / Miura Global Management, LLC


Pasco Alfaro

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
FIRST CITIZENS BANCSHARES INC /DE/ CL A 120,000 $100,292,000 17.91% +54,000 +$62,390,000
Walt Disney Co 170,000 $31,368,000 5.60% +110,000 +$20,497,000
MICROSOFT CORP 117,000 $27,585,000 4.93% +69,200 +$16,953,000
TripAdvisor, Inc. 500,000 $26,895,000 4.80% New +$26,895,000
OPEN LENDING CORP CL A 750,000 $26,565,000 4.74% -20,000 -$354,000
VISA INC. CL A 123,000 $26,043,000 4.65% +3,000 -$205,000
DECKERS OUTDOOR CORP 75,000 $24,782,000 4.43% -15,000 -$1,028,000
Cloudflare, Inc. CL A 350,000 $24,591,000 4.39% -50,000 -$5,805,000
InMode Ltd. 325,000 $23,520,000 4.20% -350,000 -$8,529,000
Sea Ltd SPONS ADS 100,000 $22,323,000 3.99% -50,000 -$7,535,000
GOODRX HLDGS INC CL A 530,000 $20,681,000 3.69% -470,000 -$19,659,000
IAC INTERACTIVECORP NEW 95,000 $20,549,000 3.67% +2,000 +$2,939,000
New Oriental Education & Technology Group Inc. SPON ADR 1,455,000 $20,370,000 3.64% +1,335,000 -$1,927,000
Inspire Medical Systems, Inc. 95,000 $19,664,000 3.51% -55,000 -$8,550,000
PULMONX CORP 405,000 $18,525,000 3.31% New +$18,525,000
CHARTER COMMUNICATIONS, INC. /MO/ CL A 28,000 $17,277,000 3.08% -17,000 -$12,493,000
MGM Resorts International 375,000 $14,246,000 2.54% New +$14,246,000
REPLIGEN CORP 56,000 $10,887,000 1.94% +12,700 +$2,589,000
BIO-RAD LABORATORIES, INC. CL A 19,000 $10,852,000 1.94% +5,500 +$2,982,000
DANAHER CORP /DE/ 48,000 $10,804,000 1.93% -3,800 -$703,000
VPC IMPACT ACQUISITION HLDNG CL A 770,000 $10,002,000 1.79% New +$10,002,000
SHOPIFY INC. CL A 7,000 $7,746,000 1.38% New +$7,746,000
COMCAST CORP CL A 140,000 $7,575,000 1.35% -40,000 -$1,857,000
Liberty Broadband Corp SER C 50,000 $7,508,000 1.34% -500 -$490,000
Aptiv PLC 47,000 $6,481,000 1.16% New +$6,481,000