Miura Global Management’s ServiceNow NOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100,000	Closed	-$9.51M	–	20
2022 Q2	$9.51M	Buy	+100,000	New	+$9.53M	6.52%	6
2020 Q2	–	Sell	-95,000	Closed	-$5.45M	–	39
2020 Q1	$5.45M	Sell	95,000 -88,500	-48%	-$5.53M	1.41%	21
2019 Q4	$10.4M	Sell	183,500 -116,500	-39%	-$6.14M	1.78%	20
2019 Q3	$15.2M	Sell	300,000 -325,000	-52%	-$17.7M	2.68%	17
2019 Q2	$34.3M	Sell	625,000 -125,000	-17%	-$6.57M	5.56%	7
2019 Q1	$37M	Buy	+750,000	New	+$33M	6.33%	6
2014 Q2	–	Sell	-1,250,000	Closed	-$15M	–	27
2014 Q1	$15M	Buy	+1,250,000	New	+$15.9M	1.43%	21

Other funds holding NOW

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Miura Global Management's NOW Position: Q3 2022 in Review

Miura Global Management sold out of ServiceNow (NOW) in Q3 2022, closing a stake of 100,000 shares — an estimated $9.51M sold.

Miura Global Management first reported a position in NOW in Q1 2014 and held it in 7 quarters. The position peaked at $37M in Q1 2019. 1,321 funds tracked by Wall St. Rank hold NOW as of Q3 2022.

Miura Global Management reported no remaining ServiceNow position as of Q3 2022 after selling out during the quarter.
Miura Global Management sold 100,000 ServiceNow shares in Q3 2022, an estimated $9.51M.
Miura Global Management first reported a position in ServiceNow in Q1 2014 and held it in 7 quarters.
Miura Global Management's ServiceNow position peaked at $37M in Q1 2019.
1,321 funds tracked by Wall St. Rank held ServiceNow as of Q3 2022.

Based on Miura Global Management's 13F filing for Q3 2022, filed 14 Nov 2022.