Miura Global Management as of March 31, 2023
Portfolio Holdings for Miura Global Management
Miura Global Management holds 18 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.8 | $29M | 100k | 288.30 | |
| Boston Scientific Corporation (BSX) | 10.8 | $19M | 370k | 50.03 | |
| Inmode SHS (INMD) | 9.0 | $16M | 485k | 31.96 | |
| Netflix (NFLX) | 7.5 | $13M | 38k | 345.48 | |
| NVIDIA Corporation (NVDA) | 5.7 | $9.7M | 35k | 277.77 | |
| Cloudflare Cl A Com (NET) | 5.4 | $9.2M | 150k | 61.66 | |
| Visa Com Cl A (V) | 5.2 | $9.0M | 40k | 225.46 | |
| Ferrari Nv Ord (RACE) | 4.7 | $8.1M | 30k | 270.94 | |
| Repligen Corporation (RGEN) | 4.5 | $7.7M | 46k | 168.36 | |
| Danaher Corporation (DHR) | 4.3 | $7.3M | 29k | 252.04 | |
| Energy Recovery (ERII) | 4.0 | $6.9M | 300k | 23.05 | |
| Dex (DXCM) | 3.5 | $6.1M | 53k | 116.18 | |
| Arthur J. Gallagher & Co. (AJG) | 3.3 | $5.7M | 30k | 191.31 | |
| Option Care Health Com New (OPCH) | 3.3 | $5.7M | 180k | 31.77 | |
| Inspire Med Sys (INSP) | 3.3 | $5.6M | 24k | 234.07 | |
| Cheniere Energy Com New (LNG) | 3.2 | $5.5M | 35k | 157.60 | |
| Deckers Outdoor Corporation (DECK) | 3.1 | $5.4M | 12k | 449.55 | |
| Cytek Biosciences (CTKB) | 2.3 | $4.0M | 436k | 9.19 |
