13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001352272-23-000007
Total Value
$146.2M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 80,000 | $25.3M | 17.27% |
| 2 | META PLATFORMS INC | META | 50,000 | $15.0M | 10.27% |
| 3 | NVIDIA CORPORATION | NVDA | 30,000 | $13.0M | 8.92% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 232,600 | $12.3M | 8.40% |
| 5 | BURFORD CAP LTD | BUR | 830,000 | $11.6M | 7.95% |
| 6 | GALLAGHER ARTHUR J & CO | 363576109 | 40,000 | $9.1M | 6.24% |
| 7 | ELI LILLY & CO | LLY | 15,000 | $8.1M | 5.51% |
| 8 | CLOUDFLARE INC | NET | 125,000 | $7.9M | 5.39% |
| 9 | DECKERS OUTDOOR CORP | DECK | 15,000 | $7.7M | 5.27% |
| 10 | FERRARI N V | RACE | 20,000 | $5.9M | 4.04% |
| 11 | CHENIERE ENERGY INC | LNG | 35,000 | $5.8M | 3.97% |
| 12 | ENERGY RECOVERY INC | ERII | 260,000 | $5.5M | 3.77% |
| 13 | DANAHER CORPORATION | 235851102 | 20,000 | $5.0M | 3.39% |
| 14 | VISA INC | V | 15,000 | $3.5M | 2.36% |
| 15 | INMODE LTD | INMD | 100,000 | $3.0M | 2.08% |
| 16 | INSPIRE MED SYS INC | 457730109 | 15,000 | $3.0M | 2.04% |
| 17 | REPLIGEN CORP | RGEN | 14,000 | $2.2M | 1.52% |
| 18 | NETFLIX INC | NFLX | 3,500 | $1.3M | 0.90% |
| 19 | ADOBE INC | ADBE | 2,000 | $1.0M | 0.70% |