13F-HR filed by Miura Global Management, LLC
Miura Global Management, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-15, with 24 holding rows worth $117,268,160.
- Accession
- 0001352272-24-000004
- Filer
- CIK 1352272
- Filed
- 2024-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 24 entries on the cover page, a total value of $117,268,160 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,268,160 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 |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 40,000 | $16,828,800 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 20,000 | $9,711,600 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 115,000 | $7,876,350 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 8,000 | $7,228,480 | dollars as filed | |
| APPFOLIO INC | 03783C100 | COM CL A | 25,000 | $6,168,500 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 22,500 | $5,625,900 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 9,000 | $5,465,970 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 7,000 | $5,445,720 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 30,000 | $5,411,400 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 14,000 | $4,902,800 | dollars as filed | |
| BURFORD CAPITAL LIMITED | G17977110 | ORD SHS | 275,000 | $4,391,750 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 6,000 | $4,326,660 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 3,500 | $4,310,600 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,000 | $4,186,200 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 35,000 | $3,909,850 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 15,000 | $3,745,800 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 10,000 | $3,126,800 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 7,000 | $3,051,580 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 35,000 | $2,700,950 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 2,500 | $2,353,150 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 10,000 | $1,839,200 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 10,000 | $1,612,800 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 15,000 | $1,539,300 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 20,000 | $1,508,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001352272-24-000004 | this filing | 2024-05-15 | acceptance time not in the bulk data set |