Filed: 11/14/2022ACC: 0000919574-22-006753
📋 What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $166.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$166.8K
Total AUM (reported)
3.20M
Total Shares
Allocation by class
COM$87.0K52.2%
SHS$32.9K19.7%
COM NEW$23.2K13.9%
COM CL A$10.3K6.2%
CL A$8.8K5.3%
CL A COM$4.7K2.8%
Portfolio Concentration
Top 3$56.1K33.6%
4–10$74.3K44.5%
11–25$36.5K21.9%
Top 3 weight
33.6%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 3.20M
Sole
Full voting authority
3.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
INMODE LTD
SOLEShares1.05M
TypeSH
Market value$30.6K
18.33%
Sole
1.05M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares57K
TypeSH
Market value$13.4K
8.04%
Sole
57K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares73K
TypeSH
Market value$12.1K
7.26%
Sole
73K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares52K
TypeSH
Market value$12.1K
7.26%
Sole
52K
Shared
0.00
None
0.00
CYTEK BIOSCIENCES INC
SOLEShares820K
TypeSH
Market value$12.1K
7.23%
Sole
820K
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares351K
TypeSH
Market value$11.0K
6.62%
Sole
351K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares40K
TypeSH
Market value$10.3K
6.19%
Sole
40K
Shared
0.00
None
0.00
VISA INC
SOLEShares58K
TypeSH
Market value$10.3K
6.18%
Sole
58K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares53.80K
TypeSH
Market value$10.1K
6.03%
Sole
53.80K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares45K
TypeSH
Market value$8.3K
4.99%
Sole
45K
Shared
0.00
None
0.00
EQT CORP
SOLEShares195K
TypeSH
Market value$7.9K
4.76%
Sole
195K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC N
SOLEShares8K
TypeSH
Market value$6.4K
3.82%
Sole
8K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares27.10K
TypeSH
Market value$4.8K
2.88%
Sole
27.10K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares85K
TypeSH
Market value$4.7K
2.82%
Sole
85K
Shared
0.00
None
0.00
ENERGY RECOVERY INC
SOLEShares200K
TypeSH
Market value$4.3K
2.61%
Sole
200K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares11.50K
TypeSH
Market value$3.6K
2.15%
Sole
11.50K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares14.50K
TypeSH
Market value$2.4K
1.43%
Sole
14.50K
Shared
0.00
None
0.00
CAPRI HOLDINGS LIMITED
SOLEShares60K
TypeSH
Market value$2.3K
1.38%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INMODE LTDSOLE | SHS | 1.05M | SH | $30.6K 18.33% | 1.05M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 57K | SH | $13.4K 8.04% | 57K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 73K | SH | $12.1K 7.26% | 73K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 52K | SH | $12.1K 7.26% | 52K | 0.00 | 0.00 |
CYTEK BIOSCIENCES INCSOLE | COM | 820K | SH | $12.1K 7.23% | 820K | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 351K | SH | $11.0K 6.62% | 351K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 40K | SH | $10.3K 6.19% | 40K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 58K | SH | $10.3K 6.18% | 58K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 53.80K | SH | $10.1K 6.03% | 53.80K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 45K | SH | $8.3K 4.99% | 45K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 195K | SH | $7.9K 4.76% | 195K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 8K | SH | $6.4K 3.82% | 8K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 27.10K | SH | $4.8K 2.88% | 27.10K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 85K | SH | $4.7K 2.82% | 85K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 200K | SH | $4.3K 2.61% | 200K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 11.50K | SH | $3.6K 2.15% | 11.50K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 14.50K | SH | $2.4K 1.43% | 14.50K | 0.00 | 0.00 |
CAPRI HOLDINGS LIMITEDSOLE | SHS | 60K | SH | $2.3K 1.38% | 60K | 0.00 | 0.00 |