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Size ($ in 1000's)
At 12/31/2023: $178,840
At 09/30/2023: $146,224
Miura Global Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Miura Global Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Miura Global Management LLC top holdings by largest position size, as per the latest 13f filing made by Miura Global Management LLC.
In the Miura Global Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Miura Global Management LLC in that top holding, then the share count change between reporting periods, and finally the Miura Global Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
75,000 |
-5,000 |
$28,203 | | MSFT | 75,000 | -5,000 | $28,203 | | BOSTON SCIENTIFIC CORP |
240,000 |
+7,400 |
$13,874 | | BSX | 240,000 | +7,400 | $13,874 | | CLOUDFLARE INC |
165,000 |
+40,000 |
$13,738 | | NET | 165,000 | +40,000 | $13,738 | | NVIDIA CORPORATION |
24,000 |
-6,000 |
$11,885 | | NVDA | 24,000 | -6,000 | $11,885 | | AMAZON COM INC |
75,000 |
+75,000 |
$11,396 | | AMZN | 75,000 | +75,000 | $11,396 | | META PLATFORMS INC |
30,000 |
-20,000 |
$10,619 | | META | 30,000 | -20,000 | $10,619 | | ELI LILLY & CO |
16,000 |
+1,000 |
$9,327 | | LLY | 16,000 | +1,000 | $9,327 | | VISA INC |
33,000 |
+18,000 |
$8,592 | | V | 33,000 | +18,000 | $8,592 | | NETFLIX INC |
17,000 |
+13,500 |
$8,277 | | NFLX | 17,000 | +13,500 | $8,277 | | GALLAGHER ARTHUR J & CO |
35,000 |
-5,000 |
$7,871 | | AJG | 35,000 | -5,000 | $7,871 | | BURFORD CAP LTD |
440,000 |
-390,000 |
$6,864 | | BUR | 440,000 | -390,000 | $6,864 | | FERRARI N V |
20,000 |
UNCH |
$6,769 | | RACE | 20,000 | UNCH | $6,769 | | DECKERS OUTDOOR CORP |
8,000 |
-7,000 |
$5,347 | | DECK | 8,000 | -7,000 | $5,347 | | CHENIERE ENERGY INC |
30,000 |
-5,000 |
$5,121 | | LNG | 30,000 | -5,000 | $5,121 | | DANAHER CORPORATION |
20,000 |
UNCH |
$4,627 | | DHR | 20,000 | UNCH | $4,627 | | REPLIGEN CORP |
25,000 |
+11,000 |
$4,495 | | RGEN | 25,000 | +11,000 | $4,495 | | SCHWAB CHARLES CORP |
58,000 |
+58,000 |
$3,990 | | SCHW | 58,000 | +58,000 | $3,990 | | SHOPIFY INC |
50,000 |
+50,000 |
$3,895 | | SHOP | 50,000 | +50,000 | $3,895 | | INSPIRE MED SYS INC |
15,000 |
UNCH |
$3,051 | | INSP | 15,000 | UNCH | $3,051 | | PACCAR INC |
30,000 |
+30,000 |
$2,930 | | PCAR | 30,000 | +30,000 | $2,930 | | UNITED RENTALS INC |
5,100 |
+5,100 |
$2,924 | | URI | 5,100 | +5,100 | $2,924 | | INTER PARFUMS INC |
20,000 |
+20,000 |
$2,880 | | IPAR | 20,000 | +20,000 | $2,880 |
See Full List: All Stocks Held By Miura Global Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Miura Global Management LLC
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