Miura Global Management as of Sept. 30, 2023
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 | 80k | 315.75 | |
| Meta Platforms Cl A (META) | 10.3 | $15M | 50k | 300.21 | |
| NVIDIA Corporation (NVDA) | 8.9 | $13M | 30k | 434.99 | |
| Boston Scientific Corporation (BSX) | 8.4 | $12M | 233k | 52.80 | |
| Burford Cap Ord Shs (BUR) | 7.9 | $12M | 830k | 14.00 | |
| Arthur J. Gallagher & Co. (AJG) | 6.2 | $9.1M | 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 | 20k | 295.54 | |
| Cheniere Energy Com New (LNG) | 4.0 | $5.8M | 35k | 165.96 | |
| Energy Recovery (ERII) | 3.8 | $5.5M | 260k | 21.21 | |
| Danaher Corporation (DHR) | 3.4 | $5.0M | 20k | 248.10 | |
| Visa Com Cl A (V) | 2.4 | $3.5M | 15k | 230.01 | |
| Inmode SHS (INMD) | 2.1 | $3.0M | 100k | 30.46 | |
| Inspire Med Sys (INSP) | 2.0 | $3.0M | 15k | 198.44 | |
| Repligen Corporation (RGEN) | 1.5 | $2.2M | 14k | 159.01 | |
| Netflix (NFLX) | 0.9 | $1.3M | 3.5k | 377.60 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $1.0M | 2.0k | 509.90 |
