13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004778
Total Value
$279.8M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 290,000 | $107.1M | 38.29% |
| 2 | MICROSOFT CORP | MSFT | 100,000 | $34.1M | 12.17% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 270,000 | $14.6M | 5.22% |
| 4 | INMODE LTD | INMD | 300,000 | $11.2M | 4.01% |
| 5 | GALLAGHER ARTHUR J & CO | 363576109 | 50,000 | $11.0M | 3.92% |
| 6 | NVIDIA CORPORATION | NVDA | 22,500 | $9.5M | 3.40% |
| 7 | BURFORD CAP LTD | BUR | 775,000 | $9.4M | 3.37% |
| 8 | FERRARI N V | RACE | 27,000 | $8.8M | 3.14% |
| 9 | CLOUDFLARE INC | NET | 125,000 | $8.2M | 2.92% |
| 10 | PROLOGIS INC. | PLDGP | 65,000 | $8.0M | 2.85% |
| 11 | DECKERS OUTDOOR CORP | DECK | 15,000 | $7.9M | 2.83% |
| 12 | LILLY ELI & CO | LLY | 15,000 | $7.0M | 2.51% |
| 13 | ENERGY RECOVERY INC | ERII | 250,000 | $7.0M | 2.50% |
| 14 | NETFLIX INC | NFLX | 13,000 | $5.7M | 2.05% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 50,000 | $5.7M | 2.04% |
| 16 | CHENIERE ENERGY INC | LNG | 30,000 | $4.6M | 1.63% |
| 17 | DANAHER CORPORATION | 235851102 | 15,000 | $3.6M | 1.29% |
| 18 | VISA INC | V | 15,000 | $3.6M | 1.27% |
| 19 | CYTEK BIOSCIENCES INC | CTKB | 380,591 | $3.3M | 1.16% |
| 20 | INSPIRE MED SYS INC | 457730109 | 8,000 | $2.6M | 0.93% |
| 21 | REPLIGEN CORP | RGEN | 14,000 | $2.0M | 0.71% |
| 22 | MARVELL TECHNOLOGY INC | MRVL | 30,000 | $1.8M | 0.64% |
| 23 | SYNOPSYS INC | SNPS | 2,600 | $1.1M | 0.40% |
| 24 | CADENCE DESIGN SYSTEM INC | CDNS | 4,600 | $1.1M | 0.39% |
| 25 | ADOBE SYSTEMS INCORPORATED | ADBE | 2,000 | $977,980 | 0.35% |