Miura Global Management as of June 30, 2023
Portfolio Holdings for Miura Global Management
Miura Global Management holds 25 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 38.3 | $107M | 290k | 369.42 | |
| Microsoft Corporation (MSFT) | 12.2 | $34M | 100k | 340.54 | |
| Boston Scientific Corporation (BSX) | 5.2 | $15M | 270k | 54.09 | |
| Inmode SHS (INMD) | 4.0 | $11M | 300k | 37.35 | |
| Arthur J. Gallagher & Co. (AJG) | 3.9 | $11M | 50k | 219.57 | |
| NVIDIA Corporation (NVDA) | 3.4 | $9.5M | 23k | 423.02 | |
| Burford Cap Ord Shs (BUR) | 3.4 | $9.4M | 775k | 12.18 | |
| Ferrari Nv Ord (RACE) | 3.1 | $8.8M | 27k | 325.21 | |
| Cloudflare Cl A Com (NET) | 2.9 | $8.2M | 125k | 65.37 | |
| Prologis (PLD) | 2.8 | $8.0M | 65k | 122.63 | |
| Deckers Outdoor Corporation (DECK) | 2.8 | $7.9M | 15k | 527.66 | |
| Eli Lilly & Co. (LLY) | 2.5 | $7.0M | 15k | 468.98 | |
| Energy Recovery (ERII) | 2.5 | $7.0M | 250k | 27.95 | |
| Netflix (NFLX) | 2.0 | $5.7M | 13k | 440.49 | |
| Advanced Micro Devices (AMD) | 2.0 | $5.7M | 50k | 113.91 | |
| Cheniere Energy Com New (LNG) | 1.6 | $4.6M | 30k | 152.36 | |
| Danaher Corporation (DHR) | 1.3 | $3.6M | 15k | 240.00 | |
| Visa Com Cl A (V) | 1.3 | $3.6M | 15k | 237.48 | |
| Cytek Biosciences (CTKB) | 1.2 | $3.3M | 381k | 8.54 | |
| Inspire Med Sys (INSP) | 0.9 | $2.6M | 8.0k | 324.64 | |
| Repligen Corporation (RGEN) | 0.7 | $2.0M | 14k | 141.46 | |
| Marvell Technology (MRVL) | 0.6 | $1.8M | 30k | 59.78 | |
| Synopsys (SNPS) | 0.4 | $1.1M | 2.6k | 435.41 | |
| Cadence Design Systems (CDNS) | 0.4 | $1.1M | 4.6k | 234.52 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $978k | 2.0k | 488.99 |
