Q3 2023 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2023-11-13 · accession 0001352272-23-000007
$146.2M
Reported value
19
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $25.3M | 17.3% | 80,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $15.0M | 10.3% | 50,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $13.0M | 8.92% | 30,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $12.3M | 8.40% | 232,600 | Common | SOLE |
| G17977110 | BUR | BURFORD CAP LTD | $11.6M | 7.95% | 830,000 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $9.1M | 6.24% | 40,000 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $8.1M | 5.51% | 15,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $7.9M | 5.39% | 125,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $7.7M | 5.27% | 15,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $5.9M | 4.04% | 20,000 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $5.8M | 3.97% | 35,000 | Common | SOLE |
| 29270J100 | ERII | ENERGY RECOVERY INC | $5.5M | 3.77% | 260,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $5.0M | 3.39% | 20,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.5M | 2.36% | 15,000 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $3.0M | 2.08% | 100,000 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $3.0M | 2.04% | 15,000 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $2.2M | 1.52% | 14,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.3M | 0.90% | 3,500 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $1.0M | 0.70% | 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.