13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001352272-24-000006
Total Value
$102.6M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 35,000 | $15.6M | 15.25% |
| 2 | APPLE INC | AAPL | 50,000 | $10.5M | 10.27% |
| 3 | NVIDIA CORPORATION | NVDA | 70,000 | $8.6M | 8.43% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 110,000 | $8.5M | 8.26% |
| 5 | TRANSDIGM GROUP INC | TDG | 4,000 | $5.1M | 4.98% |
| 6 | ELI LILLY & CO | LLY | 5,500 | $5.0M | 4.86% |
| 7 | APPFOLIO INC | APPF | 18,000 | $4.4M | 4.29% |
| 8 | AMAZON COM INC | AMZN | 22,000 | $4.3M | 4.15% |
| 9 | QUALCOMM INC | QCOM | 21,000 | $4.2M | 4.08% |
| 10 | NETFLIX INC | NFLX | 6,000 | $4.0M | 3.95% |
| 11 | META PLATFORMS INC | META | 8,000 | $4.0M | 3.93% |
| 12 | NVENT ELECTRIC PLC | NVT | 50,000 | $3.8M | 3.74% |
| 13 | EMCOR GROUP INC | EME | 10,000 | $3.7M | 3.56% |
| 14 | ADMA BIOLOGICS INC | ADMA | 300,000 | $3.4M | 3.27% |
| 15 | BURFORD CAP LTD | BUR | 250,000 | $3.3M | 3.18% |
| 16 | ROYAL CARIBBEAN GROUP | V7780T103 | 20,000 | $3.2M | 3.11% |
| 17 | MOODYS CORP | MCO | 6,600 | $2.8M | 2.71% |
| 18 | FERRARI N V | RACE | 6,000 | $2.5M | 2.39% |
| 19 | DECKERS OUTDOOR CORP | DECK | 2,000 | $1.9M | 1.89% |
| 20 | REPLIGEN CORP | RGEN | 15,000 | $1.9M | 1.84% |
| 21 | DANAHER CORPORATION | 235851102 | 5,000 | $1.2M | 1.22% |
| 22 | SHOPIFY INC | SHOP | 10,000 | $660,500 | 0.64% |