Filed: 2/14/2023ACC: 0000919574-23-001505
📋 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 $198.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$198.69M
Total AUM (reported)
3.59M
Total Shares
Allocation by class
COM$113.69M57.2%
SHS$41.54M20.9%
COM NEW$20.73M10.4%
COM CL A$11.43M5.8%
CL A COM$11.30M5.7%
Portfolio Concentration
Top 3$59.23M29.8%
4–10$86.87M43.7%
11–25$52.58M26.5%
Top 3 weight
29.8%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 3.59M
Sole
Full voting authority
3.59M
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
SOLEShares641.70K
TypeSH
Market value$22.91M
11.53%
Sole
641.70K
Shared
0.00
None
0.00
CAPRI HOLDINGS LIMITED
SOLEShares325K
TypeSH
Market value$18.63M
9.38%
Sole
325K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares60K
TypeSH
Market value$17.69M
8.90%
Sole
60K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares60K
TypeSH
Market value$14.39M
7.24%
Sole
60K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares65K
TypeSH
Market value$13.92M
7.01%
Sole
65K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares280K
TypeSH
Market value$12.96M
6.52%
Sole
280K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares109.30K
TypeSH
Market value$12.38M
6.23%
Sole
109.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares55K
TypeSH
Market value$11.43M
5.75%
Sole
55K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares250K
TypeSH
Market value$11.30M
5.69%
Sole
250K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares70K
TypeSH
Market value$10.50M
5.28%
Sole
70K
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares340K
TypeSH
Market value$10.23M
5.15%
Sole
340K
Shared
0.00
None
0.00
CYTEK BIOSCIENCES INC
SOLEShares780K
TypeSH
Market value$7.96M
4.01%
Sole
780K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares30K
TypeSH
Market value$7.56M
3.80%
Sole
30K
Shared
0.00
None
0.00
ENERGY RECOVERY INC
SOLEShares280K
TypeSH
Market value$5.74M
2.89%
Sole
280K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares14.20K
TypeSH
Market value$5.67M
2.85%
Sole
14.20K
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares179K
TypeSH
Market value$5.55M
2.79%
Sole
179K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares20K
TypeSH
Market value$5.31M
2.67%
Sole
20K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares27K
TypeSH
Market value$4.57M
2.30%
Sole
27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INMODE LTDSOLE | SHS | 641.70K | SH | $22.91M 11.53% | 641.70K | 0.00 | 0.00 |
CAPRI HOLDINGS LIMITEDSOLE | SHS | 325K | SH | $18.63M 9.38% | 325K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 60K | SH | $17.69M 8.90% | 60K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 60K | SH | $14.39M 7.24% | 60K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 65K | SH | $13.92M 7.01% | 65K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 280K | SH | $12.96M 6.52% | 280K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 109.30K | SH | $12.38M 6.23% | 109.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 55K | SH | $11.43M 5.75% | 55K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 250K | SH | $11.30M 5.69% | 250K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 70K | SH | $10.50M 5.28% | 70K | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 340K | SH | $10.23M 5.15% | 340K | 0.00 | 0.00 |
CYTEK BIOSCIENCES INCSOLE | COM | 780K | SH | $7.96M 4.01% | 780K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 30K | SH | $7.56M 3.80% | 30K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 280K | SH | $5.74M 2.89% | 280K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 14.20K | SH | $5.67M 2.85% | 14.20K | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 179K | SH | $5.55M 2.79% | 179K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 20K | SH | $5.31M 2.67% | 20K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 27K | SH | $4.57M 2.30% | 27K | 0.00 | 0.00 |