13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001352272-24-000013
Total Value
$87.1M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 30,000 | $12.9M | 14.82% |
| 2 | META PLATFORMS INC | META | 22,000 | $12.6M | 14.46% |
| 3 | NVIDIA CORPORATION | NVDA | 70,000 | $8.5M | 9.76% |
| 4 | APPLE INC | AAPL | 30,000 | $7.0M | 8.03% |
| 5 | BOSTON SCIENTIFIC CORP | BSX | 80,000 | $6.7M | 7.70% |
| 6 | NETFLIX INC | NFLX | 8,000 | $5.7M | 6.52% |
| 7 | APPFOLIO INC | APPF | 19,000 | $4.5M | 5.14% |
| 8 | ARS PHARMACEUTICALS INC | SPRY | 270,000 | $3.9M | 4.50% |
| 9 | PHILIP MORRIS INTL INC | 718172109 | 30,000 | $3.6M | 4.18% |
| 10 | EMCOR GROUP INC | EME | 8,000 | $3.4M | 3.96% |
| 11 | TRANSDIGM GROUP INC | TDG | 2,000 | $2.9M | 3.28% |
| 12 | MOODYS CORP | MCO | 6,000 | $2.8M | 3.27% |
| 13 | AMAZON COM INC | AMZN | 11,000 | $2.0M | 2.35% |
| 14 | ELI LILLY & CO | LLY | 2,000 | $1.8M | 2.03% |
| 15 | ORACLE CORP | ORCL-PD | 10,000 | $1.7M | 1.96% |
| 16 | FERRARI N V | RACE | 3,500 | $1.6M | 1.89% |
| 17 | DECKERS OUTDOOR CORP | DECK | 10,000 | $1.6M | 1.83% |
| 18 | EMBRAER S.A. | EMBJ | 25,000 | $884,250 | 1.02% |
| 19 | ADMA BIOLOGICS INC | ADMA | 40,000 | $799,600 | 0.92% |
| 20 | REPLIGEN CORP | RGEN | 5,000 | $744,100 | 0.85% |
| 21 | PULTE GROUP INC | 745867101 | 5,000 | $717,650 | 0.82% |
| 22 | CIRRUS LOGIC INC | CRUS | 5,000 | $621,050 | 0.71% |