Miura Global Management’s PTC PTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-360,000	Closed	-$29.8M	–	23
2018 Q4	$29.8M	Sell	360,000 -40,000	-10%	-$3.51M	7.61%	5
2018 Q3	$42.5M	Sell	400,000 -175,000	-30%	-$17.1M	7.83%	3
2018 Q2	$53.9M	Sell	575,000 -175,000	-23%	-$15.1M	12.73%	1
2018 Q1	$58.5M	Buy	+750,000	New	+$54.7M	11.66%	2

Other funds holding PTC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

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

Miura Global Management's PTC Position: Q1 2019 in Review

Miura Global Management sold out of PTC (PTC) in Q1 2019, closing a stake of 360,000 shares — an estimated $29.8M sold.

Miura Global Management first reported a position in PTC in Q1 2018 and held it in 4 quarters. The position peaked at $58.5M in Q1 2018. 424 funds tracked by Wall St. Rank hold PTC as of Q1 2019.

Miura Global Management reported no remaining PTC position as of Q1 2019 after selling out during the quarter.
Miura Global Management sold 360,000 PTC shares in Q1 2019, an estimated $29.8M.
Miura Global Management first reported a position in PTC in Q1 2018 and held it in 4 quarters.
Miura Global Management's PTC position peaked at $58.5M in Q1 2018.
424 funds tracked by Wall St. Rank held PTC as of Q1 2019.

Based on Miura Global Management's 13F filing for Q1 2019, filed 14 May 2019.