Q4 2023 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2024-02-14 · accession 0001352272-24-000002
$178.8M
Reported value
23
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $28.2M | 15.8% | 75,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $13.9M | 7.76% | 240,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $13.7M | 7.68% | 165,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.9M | 6.65% | 24,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $11.4M | 6.37% | 75,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $10.6M | 5.94% | 30,000 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $9.3M | 5.22% | 16,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $8.6M | 4.80% | 33,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $8.3M | 4.63% | 17,000 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $7.9M | 4.40% | 35,000 | Common | SOLE |
| G17977110 | BUR | BURFORD CAP LTD | $6.9M | 3.84% | 440,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $6.8M | 3.78% | 20,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $5.3M | 2.99% | 8,000 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $5.1M | 2.86% | 30,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $4.6M | 2.59% | 20,000 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $4.5M | 2.51% | 25,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $4.0M | 2.23% | 58,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $3.9M | 2.18% | 50,000 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $3.1M | 1.71% | 15,000 | Common | SOLE |
| 693718108 | PCAR | PACCAR INC | $2.9M | 1.64% | 30,000 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $2.9M | 1.64% | 5,100 | Common | SOLE |
| 458334109 | IPAR | INTER PARFUMS INC | $2.9M | 1.61% | 20,000 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $2.2M | 1.21% | 15,000 | 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.