Q1 2024 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2024-05-15 · accession 0001352272-24-000004
$117.3M
Reported value
24
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $16.8M | 14.4% | 40,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $9.7M | 8.28% | 20,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $7.9M | 6.72% | 115,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.2M | 6.16% | 8,000 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $6.2M | 5.26% | 25,000 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $5.6M | 4.80% | 22,500 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $5.5M | 4.66% | 9,000 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $5.4M | 4.64% | 7,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $5.4M | 4.61% | 30,000 | Common | SOLE |
| 29084Q100 | EME | EMCOR GROUP INC | $4.9M | 4.18% | 14,000 | Common | SOLE |
| G17977110 | BUR | BURFORD CAP LTD | $4.4M | 3.75% | 275,000 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $4.3M | 3.69% | 6,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $4.3M | 3.68% | 3,500 | Common | SOLE |
| 92826C839 | V | VISA INC | $4.2M | 3.57% | 15,000 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $3.9M | 3.33% | 35,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $3.7M | 3.19% | 15,000 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $3.1M | 2.67% | 10,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $3.1M | 2.60% | 7,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $2.7M | 2.30% | 35,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $2.4M | 2.01% | 2,500 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $1.8M | 1.57% | 10,000 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $1.6M | 1.38% | 10,000 | Common | SOLE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $1.5M | 1.31% | 15,000 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $1.5M | 1.29% | 20,000 | 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.