13F-HR filed by Miura Global Management, LLC
Miura Global Management, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 25 holding rows worth $279,755,935.
- Accession
- 0000919574-23-004778
- Filer
- CIK 1352272
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 25 entries on the cover page, a total value of $279,755,935 stated on the cover page (in dollars after the unit check, H1), rows summing to $279,755,935 with VALUE read as dollars as filed, 13F file number 028-12333. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 290,000 | $107,131,800 | dollars as filed | put |
| Microsoft Corp | 594918104 | COM | 100,000 | $34,054,000 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 270,000 | $14,604,300 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 300,000 | $11,205,000 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 50,000 | $10,978,500 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 22,500 | $9,517,950 | dollars as filed | |
| BURFORD CAPITAL LIMITED | G17977110 | ORD SHS | 775,000 | $9,439,500 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 27,000 | $8,780,670 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 125,000 | $8,171,250 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 65,000 | $7,970,950 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 15,000 | $7,914,900 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 15,000 | $7,034,700 | dollars as filed | |
| ENERGY RECOVERY INC | 29270J100 | COM | 250,000 | $6,987,500 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 13,000 | $5,726,370 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 50,000 | $5,695,500 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 30,000 | $4,570,800 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 15,000 | $3,600,000 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,000 | $3,562,200 | dollars as filed | |
| CYTEK BIOSCIENCES INC | 23285D109 | COMMON STOCK | 380,591 | $3,250,247 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 8,000 | $2,597,120 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 14,000 | $1,980,440 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 30,000 | $1,793,400 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2,600 | $1,132,066 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 4,600 | $1,078,792 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 2,000 | $977,980 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-23-004778 | this filing | 2023-08-14 | acceptance time not in the bulk data set |