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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| AMZN |
+75,000 | +$11,396 | | SCHW |
+58,000 | +$3,990 | | SHOP |
+50,000 | +$3,895 | | PCAR |
+30,000 | +$2,930 | | URI |
+5,100 | +$2,924 | | IPAR |
+20,000 | +$2,880 | | ELF |
+15,000 | +$2,165 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| ERII |
-260,000 | -$5,515 | | INMD |
-100,000 | -$3,046 | | ADBE |
-2,000 | -$1,020 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| NET |
+40,000 | +$5,858 | | V |
+18,000 | +$5,142 | | NFLX |
+13,500 | +$6,955 | | RGEN |
+11,000 | +$2,269 | | BSX |
+7,400 | +$1,593 | | LLY |
+1,000 | +$1,270 | | RACE |
UNCH | +$858 | | DHR |
UNCH | -$335 | | INSP |
UNCH | +$74 | | MSFT |
-5,000 | +$2,943 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| BUR |
-390,000 | -$4,756 | | META |
-20,000 | -$4,391 | | DECK |
-7,000 | -$2,364 | | NVDA |
-6,000 | -$1,165 | | LNG |
-5,000 | -$688 | | AJG |
-5,000 | -$1,246 |
Size ($ in 1000's)
At 12/31/2023: $178,840
At 09/30/2023: $146,224
Miura Global Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Miura Global Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Miura Global Management LLC to be as follows, presented in the
table below with each row detailing each Miura Global Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Miura Global Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Miura Global Management LLC as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | | E L F BEAUTY INC |
15,000 |
+15,000 |
$2,165 | | ELF | 15,000 | +15,000 | $2,165 |  ADOBE INC |
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$0 (exited) | | ADBE | 0 | -2,000 | $0 | | ENERGY RECOVERY INC |
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$0 (exited) | | ERII | 0 | -260,000 | $0 | | INMODE LTD |
0 |
-100,000 |
$0 (exited) | | INMD | 0 | -100,000 | $0 |
See Summary: Miura Global Management LLC Top Holdings
See Details: Top 10 Stocks Held By Miura Global Management LLC
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