Miura Global Management’s IQVIA IQV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-105,000	Closed	-$11.3M	–	37
2020 Q1	$11.3M	Buy	105,000 +30,000	+40%	+$4.29M	2.93%	14
2019 Q4	$11.6M	Sell	75,000 -60,000	-44%	-$8.76M	1.99%	17
2019 Q3	$20.2M	Sell	135,000 -15,000	-10%	-$2.33M	3.55%	13
2019 Q2	$24.1M	Sell	150,000 -98,000	-40%	-$13.7M	3.91%	11
2019 Q1	$35.7M	Sell	248,000 -2,000	-0.8%	-$267K	6.11%	8
2018 Q4	$29M	Buy	250,000 +50,000	+25%	+$6.06M	7.41%	6
2018 Q3	$25.9M	Buy	+200,000	New	+$24M	4.78%	10

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Miura Global Management's IQV Position: Q2 2020 in Review

Miura Global Management sold out of IQVIA (IQV) in Q2 2020, closing a stake of 105,000 shares — an estimated $11.3M sold.

Miura Global Management first reported a position in IQV in Q3 2018 and held it in 7 quarters. The position peaked at $35.7M in Q1 2019. 679 funds tracked by Wall St. Rank hold IQV as of Q2 2020.

Miura Global Management reported no remaining IQVIA position as of Q2 2020 after selling out during the quarter.
Miura Global Management sold 105,000 IQVIA shares in Q2 2020, an estimated $11.3M.
Miura Global Management first reported a position in IQVIA in Q3 2018 and held it in 7 quarters.
Miura Global Management's IQVIA position peaked at $35.7M in Q1 2019.
679 funds tracked by Wall St. Rank held IQVIA as of Q2 2020.

Based on Miura Global Management's 13F filing for Q2 2020, filed 14 Aug 2020.