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
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Portfolio 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