13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001505
Total Value
$198.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INMODE LTD | INMD | 641,700 | $22.9M | 11.53% |
| 2 | CAPRI HOLDINGS LIMITED | CPRI | 325,000 | $18.6M | 9.38% |
| 3 | NETFLIX INC | NFLX | 60,000 | $17.7M | 8.90% |
| 4 | MICROSOFT CORP | MSFT | 60,000 | $14.4M | 7.24% |
| 5 | FERRARI N V | RACE | 65,000 | $13.9M | 7.01% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 280,000 | $13.0M | 6.52% |
| 7 | DEXCOM INC | DXCM | 109,300 | $12.4M | 6.23% |
| 8 | VISA INC | V | 55,000 | $11.4M | 5.75% |
| 9 | CLOUDFLARE INC | NET | 250,000 | $11.3M | 5.69% |
| 10 | CHENIERE ENERGY INC | LNG | 70,000 | $10.5M | 5.28% |
| 11 | OPTION CARE HEALTH INC | OPCH | 340,000 | $10.2M | 5.15% |
| 12 | CYTEK BIOSCIENCES INC | CTKB | 780,000 | $8.0M | 4.01% |
| 13 | INSPIRE MED SYS INC | 457730109 | 30,000 | $7.6M | 3.80% |
| 14 | ENERGY RECOVERY INC | ERII | 280,000 | $5.7M | 2.89% |
| 15 | DECKERS OUTDOOR CORP | DECK | 14,200 | $5.7M | 2.85% |
| 16 | ANTERO RESOURCES CORP | AR | 179,000 | $5.5M | 2.79% |
| 17 | DANAHER CORPORATION | 235851102 | 20,000 | $5.3M | 2.67% |
| 18 | REPLIGEN CORP | RGEN | 27,000 | $4.6M | 2.30% |