Miura Global Management as of June 30, 2024
Portfolio Holdings for Miura Global Management
Miura Global Management holds 22 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.3 | $16M | 35k | 446.95 | |
| Apple (AAPL) | 10.3 | $11M | 50k | 210.62 | |
| NVIDIA Corporation (NVDA) | 8.4 | $8.6M | 70k | 123.54 | |
| Boston Scientific Corporation (BSX) | 8.3 | $8.5M | 110k | 77.01 | |
| TransDigm Group Incorporated (TDG) | 5.0 | $5.1M | 4.0k | 1277.61 | |
| Eli Lilly & Co. (LLY) | 4.9 | $5.0M | 5.5k | 905.38 | |
| Appfolio Com Cl A (APPF) | 4.3 | $4.4M | 18k | 244.57 | |
| Amazon (AMZN) | 4.1 | $4.3M | 22k | 193.25 | |
| Qualcomm (QCOM) | 4.1 | $4.2M | 21k | 199.18 | |
| Netflix (NFLX) | 3.9 | $4.0M | 6.0k | 674.88 | |
| Meta Platforms Cl A (META) | 3.9 | $4.0M | 8.0k | 504.22 | |
| Nvent Electric SHS (NVT) | 3.7 | $3.8M | 50k | 76.61 | |
| Emcor (EME) | 3.6 | $3.7M | 10k | 365.08 | |
| Adma Biologics (ADMA) | 3.3 | $3.4M | 300k | 11.18 | |
| Burford Cap Ord Shs (BUR) | 3.2 | $3.3M | 250k | 13.05 | |
| Royal Caribbean Cruises (RCL) | 3.1 | $3.2M | 20k | 159.43 | |
| Moody's Corporation (MCO) | 2.7 | $2.8M | 6.6k | 420.93 | |
| Ferrari Nv Ord (RACE) | 2.4 | $2.5M | 6.0k | 408.37 | |
| Deckers Outdoor Corporation (DECK) | 1.9 | $1.9M | 2.0k | 967.95 | |
| Repligen Corporation (RGEN) | 1.8 | $1.9M | 15k | 126.06 | |
| Danaher Corporation (DHR) | 1.2 | $1.2M | 5.0k | 249.85 | |
| Shopify Cl A (SHOP) | 0.6 | $661k | 10k | 66.05 |
