Miura Global Management
Latest statistics and disclosures from Miura Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, META, NVDA, BSX, BUR, and represent 52.81% of Miura Global Management's stock portfolio.
- Added to shares of these 7 stocks: META (+$15M), NVDA, INSP, DHR, LNG, BUR, ERII.
- Started 1 new stock position in META.
- Reduced shares in these 10 stocks: QQQ (-$107M), , MSFT (-$6.3M), INMD (-$6.1M), AMD (-$5.7M), NFLX, CTKB, AJG, RACE, BSX.
- Sold out of its positions in AMD, CDNS, CTKB, QQQ, MRVL, PLD, SNPS.
- Miura Global Management was a net seller of stock by $-128M.
- Miura Global Management has $146M in assets under management (AUM), dropping by -47.73%.
- Central Index Key (CIK): 0001352272
Tip: Access up to 7 years of quarterly data
Positions held by Miura Global Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Miura Global Management
Miura Global Management holds 19 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 17.3 | $25M | -20% | 80k | 315.75 |
|
Meta Platforms Cl A (META) | 10.3 | $15M | NEW | 50k | 300.21 |
|
NVIDIA Corporation (NVDA) | 8.9 | $13M | +33% | 30k | 434.99 |
|
Boston Scientific Corporation (BSX) | 8.4 | $12M | -13% | 233k | 52.80 |
|
Burford Cap Ord Shs (BUR) | 7.9 | $12M | +7% | 830k | 14.00 |
|
Arthur J. Gallagher & Co. (AJG) | 6.2 | $9.1M | -20% | 40k | 227.93 |
|
Eli Lilly & Co. (LLY) | 5.5 | $8.1M | 15k | 537.13 |
|
|
Cloudflare Cl A Com (NET) | 5.4 | $7.9M | 125k | 63.04 |
|
|
Deckers Outdoor Corporation (DECK) | 5.3 | $7.7M | 15k | 514.09 |
|
|
Ferrari Nv Ord (RACE) | 4.0 | $5.9M | -25% | 20k | 295.54 |
|
Cheniere Energy Com New (LNG) | 4.0 | $5.8M | +16% | 35k | 165.96 |
|
Energy Recovery (ERII) | 3.8 | $5.5M | +4% | 260k | 21.21 |
|
Danaher Corporation (DHR) | 3.4 | $5.0M | +33% | 20k | 248.10 |
|
Visa Com Cl A (V) | 2.4 | $3.5M | 15k | 230.01 |
|
|
Inmode SHS (INMD) | 2.1 | $3.0M | -66% | 100k | 30.46 |
|
Inspire Med Sys (INSP) | 2.0 | $3.0M | +87% | 15k | 198.44 |
|
Repligen Corporation (RGEN) | 1.5 | $2.2M | 14k | 159.01 |
|
|
Netflix (NFLX) | 0.9 | $1.3M | -73% | 3.5k | 377.60 |
|
Adobe Systems Incorporated (ADBE) | 0.7 | $1.0M | 2.0k | 509.90 |
|
Past Filings by Miura Global Management
SEC 13F filings are viewable for Miura Global Management going back to 2010
- 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
- Miura Global Management 2020 Q1 filed May 15, 2020