Q2 2023 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2023-08-14 · accession 0000919574-23-004778
$279.8M
Reported value
25
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46090E103 | QQQ | INVESCO QQQ TR | $107.1M | 38.3% | 290,000 | PUT | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $34.1M | 12.2% | 100,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $14.6M | 5.22% | 270,000 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $11.2M | 4.01% | 300,000 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $11.0M | 3.92% | 50,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.5M | 3.40% | 22,500 | Common | SOLE |
| G17977110 | BUR | BURFORD CAP LTD | $9.4M | 3.37% | 775,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $8.8M | 3.14% | 27,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $8.2M | 2.92% | 125,000 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $8.0M | 2.85% | 65,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $7.9M | 2.83% | 15,000 | Common | SOLE |
| 532457108 | LLY | LILLY ELI & CO | $7.0M | 2.51% | 15,000 | Common | SOLE |
| 29270J100 | ERII | ENERGY RECOVERY INC | $7.0M | 2.50% | 250,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $5.7M | 2.05% | 13,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $5.7M | 2.04% | 50,000 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $4.6M | 1.63% | 30,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $3.6M | 1.29% | 15,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.6M | 1.27% | 15,000 | Common | SOLE |
| 23285D109 | CTKB | CYTEK BIOSCIENCES INC | $3.3M | 1.16% | 380,591 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $2.6M | 0.93% | 8,000 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $2.0M | 0.71% | 14,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1.8M | 0.64% | 30,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $1.1M | 0.40% | 2,600 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $1.1M | 0.39% | 4,600 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $977,980 | 0.35% | 2,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.