Miura Global Management’s GoodRx Holdings GDRX Stock Holding History

Miura Global Management’s Portfolio GDRX Stock Details GDRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-405,000	Closed	-$16.6M	–	30
2021 Q3	$16.6M	Buy	405,000 +105,000	+35%	+$3.81M	2.58%	19
2021 Q2	$10.8M	Sell	300,000 -230,000	-43%	-$8.49M	1.97%	19
2021 Q1	$20.7M	Sell	530,000 -470,000	-47%	-$21.1M	3.69%	11
2020 Q4	$40.3M	Buy	1,000,000 +435,000	+77%	+$20M	7.62%	1
2020 Q3	$31.4M	Buy	+565,000	New	+$29.9M	8.91%	2

Other funds holding GDRX

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Miura Global Management's GDRX Position: Q4 2021 in Review

Miura Global Management sold out of GoodRx Holdings (GDRX) in Q4 2021, closing a stake of 405,000 shares — an estimated $16.6M sold.

Miura Global Management first reported a position in GDRX in Q3 2020 and held it in 5 quarters. The position peaked at $40.3M in Q4 2020. 216 funds tracked by Wall St. Rank hold GDRX as of Q4 2021.

Miura Global Management reported no remaining GoodRx Holdings position as of Q4 2021 after selling out during the quarter.
Miura Global Management sold 405,000 GoodRx Holdings shares in Q4 2021, an estimated $16.6M.
Miura Global Management first reported a position in GoodRx Holdings in Q3 2020 and held it in 5 quarters.
Miura Global Management's GoodRx Holdings position peaked at $40.3M in Q4 2020.
216 funds tracked by Wall St. Rank held GoodRx Holdings as of Q4 2021.

Based on Miura Global Management's 13F filing for Q4 2021, filed 14 Feb 2022.