13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003306
Total Value
$172.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 100,000 | $28.8M | 16.76% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 370,000 | $18.5M | 10.76% |
| 3 | INMODE LTD | INMD | 485,000 | $15.5M | 9.01% |
| 4 | NETFLIX INC | NFLX | 37,500 | $13.0M | 7.53% |
| 5 | NVIDIA CORPORATION | NVDA | 35,000 | $9.7M | 5.65% |
| 6 | CLOUDFLARE INC | NET | 150,000 | $9.2M | 5.38% |
| 7 | VISA INC | V | 40,000 | $9.0M | 5.24% |
| 8 | FERRARI N V | RACE | 30,000 | $8.1M | 4.73% |
| 9 | REPLIGEN CORP | RGEN | 46,000 | $7.7M | 4.50% |
| 10 | DANAHER CORPORATION | 235851102 | 29,000 | $7.3M | 4.25% |
| 11 | ENERGY RECOVERY INC | ERII | 300,000 | $6.9M | 4.02% |
| 12 | DEXCOM INC | DXCM | 52,500 | $6.1M | 3.55% |
| 13 | GALLAGHER ARTHUR J & CO | 363576109 | 30,000 | $5.7M | 3.34% |
| 14 | OPTION CARE HEALTH INC | OPCH | 180,000 | $5.7M | 3.33% |
| 15 | INSPIRE MED SYS INC | 457730109 | 24,000 | $5.6M | 3.27% |
| 16 | CHENIERE ENERGY INC | LNG | 35,000 | $5.5M | 3.21% |
| 17 | DECKERS OUTDOOR CORP | DECK | 12,000 | $5.4M | 3.14% |
| 18 | CYTEK BIOSCIENCES INC | CTKB | 435,900 | $4.0M | 2.33% |