Miura Global Management as of March 31, 2024
Portfolio Holdings for Miura Global Management
Miura Global Management holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.4 | $17M | 40k | 420.72 | |
| Meta Platforms Cl A (META) | 8.3 | $9.7M | 20k | 485.58 | |
| Boston Scientific Corporation (BSX) | 6.7 | $7.9M | 115k | 68.49 | |
| NVIDIA Corporation (NVDA) | 6.2 | $7.2M | 8.0k | 903.56 | |
| Appfolio Com Cl A (APPF) | 5.3 | $6.2M | 25k | 246.74 | |
| Arthur J. Gallagher & Co. (AJG) | 4.8 | $5.6M | 23k | 250.04 | |
| Netflix (NFLX) | 4.7 | $5.5M | 9.0k | 607.33 | |
| Eli Lilly & Co. (LLY) | 4.6 | $5.4M | 7.0k | 777.96 | |
| Amazon (AMZN) | 4.6 | $5.4M | 30k | 180.38 | |
| Emcor (EME) | 4.2 | $4.9M | 14k | 350.20 | |
| Burford Cap Ord Shs (BUR) | 3.7 | $4.4M | 275k | 15.97 | |
| United Rentals (URI) | 3.7 | $4.3M | 6.0k | 721.11 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $4.3M | 3.5k | 1231.60 | |
| Visa Com Cl A (V) | 3.6 | $4.2M | 15k | 279.08 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 3.3 | $3.9M | 35k | 111.71 | |
| Danaher Corporation (DHR) | 3.2 | $3.7M | 15k | 249.72 | |
| Eaton Corp SHS (ETN) | 2.7 | $3.1M | 10k | 312.68 | |
| Ferrari Nv Ord (RACE) | 2.6 | $3.1M | 7.0k | 435.94 | |
| Shopify Cl A (SHOP) | 2.3 | $2.7M | 35k | 77.17 | |
| Deckers Outdoor Corporation (DECK) | 2.0 | $2.4M | 2.5k | 941.26 | |
| Repligen Corporation (RGEN) | 1.6 | $1.8M | 10k | 183.92 | |
| Cheniere Energy Com New (LNG) | 1.4 | $1.6M | 10k | 161.28 | |
| Bwx Technologies (BWXT) | 1.3 | $1.5M | 15k | 102.62 | |
| Nvent Electric SHS (NVT) | 1.3 | $1.5M | 20k | 75.40 |
