Q2 2024 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2024-08-14 · accession 0001352272-24-000006
$102.6M
Reported value
22
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $15.6M | 15.3% | 35,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $10.5M | 10.3% | 50,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $8.6M | 8.43% | 70,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $8.5M | 8.26% | 110,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $5.1M | 4.98% | 4,000 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $5.0M | 4.86% | 5,500 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $4.4M | 4.29% | 18,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $4.3M | 4.15% | 22,000 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $4.2M | 4.08% | 21,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.0M | 3.95% | 6,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $4.0M | 3.93% | 8,000 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $3.8M | 3.74% | 50,000 | Common | SOLE |
| 29084Q100 | EME | EMCOR GROUP INC | $3.7M | 3.56% | 10,000 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $3.4M | 3.27% | 300,000 | Common | SOLE |
| G17977110 | BUR | BURFORD CAP LTD | $3.3M | 3.18% | 250,000 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $3.2M | 3.11% | 20,000 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $2.8M | 2.71% | 6,600 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $2.5M | 2.39% | 6,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $1.9M | 1.89% | 2,000 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $1.9M | 1.84% | 15,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $1.2M | 1.22% | 5,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $660,500 | 0.64% | 10,000 | 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.