Q3 2024 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2024-11-14 · accession 0001352272-24-000013
$87.1M
Reported value
22
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $12.9M | 14.8% | 30,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $12.6M | 14.5% | 22,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $8.5M | 9.76% | 70,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $7.0M | 8.03% | 30,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $6.7M | 7.70% | 80,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $5.7M | 6.52% | 8,000 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $4.5M | 5.14% | 19,000 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $3.9M | 4.50% | 270,000 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $3.6M | 4.18% | 30,000 | Common | SOLE |
| 29084Q100 | EME | EMCOR GROUP INC | $3.4M | 3.96% | 8,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $2.9M | 3.28% | 2,000 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $2.8M | 3.27% | 6,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $2.0M | 2.35% | 11,000 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.8M | 2.03% | 2,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.7M | 1.96% | 10,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $1.6M | 1.89% | 3,500 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $1.6M | 1.83% | 10,000 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $884,250 | 1.02% | 25,000 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $799,600 | 0.92% | 40,000 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $744,100 | 0.85% | 5,000 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $717,650 | 0.82% | 5,000 | Common | SOLE |
| 172755100 | CRUS | CIRRUS LOGIC INC | $621,050 | 0.71% | 5,000 | 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.