Miura Global Management
Latest statistics and disclosures from Miura Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, META, BSX, NVDA, APPF, and represent 40.77% of Miura Global Management's stock portfolio.
- Added to shares of these 10 stocks: APPF (+$6.2M), AMZN (+$5.4M), EME, URI, TDG, IBKR, NFLX, ETN, SHOP, BWXT.
- Started 10 new stock positions in URI, AMZN, BWXT, IBKR, TDG, APPF, NVT, ETN, SHOP, EME.
- Reduced shares in these 10 stocks: NVDA (-$20M), MSFT (-$17M), META (-$15M), DECK (-$12M), BUR (-$8.9M), BSX (-$8.1M), NET (-$7.9M), LLY (-$6.2M), RACE (-$5.7M), .
- Sold out of its positions in ADBE, NET, ERII, INSP, INMD.
- Miura Global Management was a net seller of stock by $-81M.
- Miura Global Management has $117M in assets under management (AUM), dropping by -19.80%.
- Central Index Key (CIK): 0001352272
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Portfolio Holdings for Miura Global Management
Miura Global Management holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.4 | $17M | -50% | 40k | 420.72 |
|
| Meta Platforms Cl A (META) | 8.3 | $9.7M | -60% | 20k | 485.58 |
|
| Boston Scientific Corporation (BSX) | 6.7 | $7.9M | -50% | 115k | 68.49 |
|
| NVIDIA Corporation (NVDA) | 6.2 | $7.2M | -73% | 8.0k | 903.56 |
|
| Appfolio Com Cl A (APPF) | 5.3 | $6.2M | NEW | 25k | 246.74 |
|
| Arthur J. Gallagher & Co. (AJG) | 4.8 | $5.6M | -43% | 23k | 250.04 |
|
| Netflix (NFLX) | 4.7 | $5.5M | +157% | 9.0k | 607.33 |
|
| Eli Lilly & Co. (LLY) | 4.6 | $5.4M | -53% | 7.0k | 777.96 |
|
| Amazon (AMZN) | 4.6 | $5.4M | NEW | 30k | 180.38 |
|
| Emcor (EME) | 4.2 | $4.9M | NEW | 14k | 350.20 |
|
| Burford Cap Ord Shs (BUR) | 3.7 | $4.4M | -66% | 275k | 15.97 |
|
| United Rentals (URI) | 3.7 | $4.3M | NEW | 6.0k | 721.11 |
|
| TransDigm Group Incorporated (TDG) | 3.7 | $4.3M | NEW | 3.5k | 1231.60 |
|
| Visa Com Cl A (V) | 3.6 | $4.2M | 15k | 279.08 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 3.3 | $3.9M | NEW | 35k | 111.71 |
|
| Danaher Corporation (DHR) | 3.2 | $3.7M | -25% | 15k | 249.72 |
|
| Eaton Corp SHS (ETN) | 2.7 | $3.1M | NEW | 10k | 312.68 |
|
| Ferrari Nv Ord (RACE) | 2.6 | $3.1M | -65% | 7.0k | 435.94 |
|
| Shopify Cl A (SHOP) | 2.3 | $2.7M | NEW | 35k | 77.17 |
|
| Deckers Outdoor Corporation (DECK) | 2.0 | $2.4M | -83% | 2.5k | 941.26 |
|
| Repligen Corporation (RGEN) | 1.6 | $1.8M | -28% | 10k | 183.92 |
|
| Cheniere Energy Com New (LNG) | 1.4 | $1.6M | -71% | 10k | 161.28 |
|
| Bwx Technologies (BWXT) | 1.3 | $1.5M | NEW | 15k | 102.62 |
|
| Nvent Electric SHS (NVT) | 1.3 | $1.5M | NEW | 20k | 75.40 |
|
Past Filings by Miura Global Management
SEC 13F filings are viewable for Miura Global Management going back to 2010
- Miura Global Management 2024 Q1 filed May 15, 2024
- Miura Global Management 2023 Q3 filed Nov. 13, 2023
- Miura Global Management 2023 Q2 filed Aug. 14, 2023
- Miura Global Management 2023 Q1 filed May 15, 2023
- Miura Global Management 2022 Q4 filed Feb. 14, 2023
- Miura Global Management 2022 Q3 filed Nov. 14, 2022
- Miura Global Management 2022 Q2 filed Aug. 15, 2022
- Miura Global Management 2022 Q1 filed May 16, 2022
- Miura Global Management 2021 Q4 restated filed Feb. 16, 2022
- Miura Global Management 2021 Q4 filed Feb. 14, 2022
- Miura Global Management 2021 Q3 filed Nov. 15, 2021
- Miura Global Management 2021 Q2 filed Aug. 16, 2021
- Miura Global Management 2021 Q1 filed May 17, 2021
- Miura Global Management 2020 Q4 filed Feb. 12, 2021
- Miura Global Management 2020 Q3 filed Nov. 13, 2020
- Miura Global Management 2020 Q2 filed Aug. 14, 2020