13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001352272-24-000004
Total Value
$117.3M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 40,000 | $16.8M | 14.35% |
| 2 | META PLATFORMS INC | META | 20,000 | $9.7M | 8.28% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 115,000 | $7.9M | 6.72% |
| 4 | NVIDIA CORPORATION | NVDA | 8,000 | $7.2M | 6.16% |
| 5 | APPFOLIO INC | APPF | 25,000 | $6.2M | 5.26% |
| 6 | GALLAGHER ARTHUR J & CO | 363576109 | 22,500 | $5.6M | 4.80% |
| 7 | NETFLIX INC | NFLX | 9,000 | $5.5M | 4.66% |
| 8 | ELI LILLY & CO | LLY | 7,000 | $5.4M | 4.64% |
| 9 | AMAZON COM INC | AMZN | 30,000 | $5.4M | 4.61% |
| 10 | EMCOR GROUP INC | EME | 14,000 | $4.9M | 4.18% |
| 11 | BURFORD CAP LTD | BUR | 275,000 | $4.4M | 3.75% |
| 12 | UNITED RENTALS INC | URI | 6,000 | $4.3M | 3.69% |
| 13 | TRANSDIGM GROUP INC | TDG | 3,500 | $4.3M | 3.68% |
| 14 | VISA INC | V | 15,000 | $4.2M | 3.57% |
| 15 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 35,000 | $3.9M | 3.33% |
| 16 | DANAHER CORPORATION | 235851102 | 15,000 | $3.7M | 3.19% |
| 17 | EATON CORP PLC | ETN | 10,000 | $3.1M | 2.67% |
| 18 | FERRARI N V | RACE | 7,000 | $3.1M | 2.60% |
| 19 | SHOPIFY INC | SHOP | 35,000 | $2.7M | 2.30% |
| 20 | DECKERS OUTDOOR CORP | DECK | 2,500 | $2.4M | 2.01% |
| 21 | REPLIGEN CORP | RGEN | 10,000 | $1.8M | 1.57% |
| 22 | CHENIERE ENERGY INC | LNG | 10,000 | $1.6M | 1.38% |
| 23 | BWX TECHNOLOGIES INC | BWXT | 15,000 | $1.5M | 1.31% |
| 24 | NVENT ELECTRIC PLC | NVT | 20,000 | $1.5M | 1.29% |