Filed: 5/15/2023ACC: 0000919574-23-003306
📋 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 $171.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$171.98M
Total AUM (reported)
2.39M
Total Shares
Allocation by class
COM$126.97M73.8%
SHS$15.50M9.0%
COM NEW$11.23M6.5%
CL A COM$9.25M5.4%
COM CL A$9.02M5.2%
Portfolio Concentration
Top 3$62.84M36.5%
4–10$64.13M37.3%
11–25$45.01M26.2%
Top 3 weight
36.5%
Top 10 weight
73.8%
Voting Authority Distribution
Total shares with voting rights: 2.39M
Sole
Full voting authority
2.39M
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:
MICROSOFT CORP
SOLEShares100K
TypeSH
Market value$28.83M
16.76%
Sole
100K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares370K
TypeSH
Market value$18.51M
10.76%
Sole
370K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares485K
TypeSH
Market value$15.50M
9.01%
Sole
485K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares37.50K
TypeSH
Market value$12.96M
7.53%
Sole
37.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares35K
TypeSH
Market value$9.72M
5.65%
Sole
35K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares150K
TypeSH
Market value$9.25M
5.38%
Sole
150K
Shared
0.00
None
0.00
VISA INC
SOLEShares40K
TypeSH
Market value$9.02M
5.24%
Sole
40K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares30K
TypeSH
Market value$8.13M
4.73%
Sole
30K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares46K
TypeSH
Market value$7.74M
4.50%
Sole
46K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares29K
TypeSH
Market value$7.31M
4.25%
Sole
29K
Shared
0.00
None
0.00
ENERGY RECOVERY INC
SOLEShares300K
TypeSH
Market value$6.92M
4.02%
Sole
300K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares52.50K
TypeSH
Market value$6.10M
3.55%
Sole
52.50K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares30K
TypeSH
Market value$5.74M
3.34%
Sole
30K
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares180K
TypeSH
Market value$5.72M
3.33%
Sole
180K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares24K
TypeSH
Market value$5.62M
3.27%
Sole
24K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares35K
TypeSH
Market value$5.52M
3.21%
Sole
35K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares12K
TypeSH
Market value$5.39M
3.14%
Sole
12K
Shared
0.00
None
0.00
CYTEK BIOSCIENCES INC
SOLEShares435.90K
TypeSH
Market value$4.01M
2.33%
Sole
435.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 100K | SH | $28.83M 16.76% | 100K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 370K | SH | $18.51M 10.76% | 370K | 0.00 | 0.00 |
INMODE LTDSOLE | SHS | 485K | SH | $15.50M 9.01% | 485K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 37.50K | SH | $12.96M 7.53% | 37.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 35K | SH | $9.72M 5.65% | 35K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 150K | SH | $9.25M 5.38% | 150K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 40K | SH | $9.02M 5.24% | 40K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 30K | SH | $8.13M 4.73% | 30K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 46K | SH | $7.74M 4.50% | 46K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 29K | SH | $7.31M 4.25% | 29K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 300K | SH | $6.92M 4.02% | 300K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 52.50K | SH | $6.10M 3.55% | 52.50K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 30K | SH | $5.74M 3.34% | 30K | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 180K | SH | $5.72M 3.33% | 180K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 24K | SH | $5.62M 3.27% | 24K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 35K | SH | $5.52M 3.21% | 35K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 12K | SH | $5.39M 3.14% | 12K | 0.00 | 0.00 |
CYTEK BIOSCIENCES INCSOLE | COM | 435.90K | SH | $4.01M 2.33% | 435.90K | 0.00 | 0.00 |