Filed: 8/14/2023ACC: 0000919574-23-004778
📋 What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $279.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$279.76M
Total AUM (reported)
2.87M
Total Shares
Allocation by class
COM$135.68M48.5%
UNIT SER 1$107.13M38.3%
SHS$11.21M4.0%
ORD SHS$9.44M3.4%
CL A COM$8.17M2.9%
COM NEW$4.57M1.6%
COM CL A$3.56M1.3%
Portfolio Concentration
Top 3$155.79M55.7%
4–10$66.06M23.6%
11–25$57.90M20.7%
Top 3 weight
55.7%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 2.87M
Sole
Full voting authority
2.87M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
INVESCO QQQ TR
SOLEShares290K
TypeSH
Market value$107.13M
38.29%
Sole
290K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares100K
TypeSH
Market value$34.05M
12.17%
Sole
100K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares270K
TypeSH
Market value$14.60M
5.22%
Sole
270K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares300K
TypeSH
Market value$11.21M
4.01%
Sole
300K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares50K
TypeSH
Market value$10.98M
3.92%
Sole
50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares22.50K
TypeSH
Market value$9.52M
3.40%
Sole
22.50K
Shared
0.00
None
0.00
BURFORD CAP LTD
SOLEShares775K
TypeSH
Market value$9.44M
3.37%
Sole
775K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares27K
TypeSH
Market value$8.78M
3.14%
Sole
27K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares125K
TypeSH
Market value$8.17M
2.92%
Sole
125K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares65K
TypeSH
Market value$7.97M
2.85%
Sole
65K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares15K
TypeSH
Market value$7.91M
2.83%
Sole
15K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares15K
TypeSH
Market value$7.03M
2.51%
Sole
15K
Shared
0.00
None
0.00
ENERGY RECOVERY INC
SOLEShares250K
TypeSH
Market value$6.99M
2.50%
Sole
250K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares13K
TypeSH
Market value$5.73M
2.05%
Sole
13K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares50K
TypeSH
Market value$5.70M
2.04%
Sole
50K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares30K
TypeSH
Market value$4.57M
1.63%
Sole
30K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares15K
TypeSH
Market value$3.60M
1.29%
Sole
15K
Shared
0.00
None
0.00
VISA INC
SOLEShares15K
TypeSH
Market value$3.56M
1.27%
Sole
15K
Shared
0.00
None
0.00
CYTEK BIOSCIENCES INC
SOLEShares380.59K
TypeSH
Market value$3.25M
1.16%
Sole
380.59K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares8K
TypeSH
Market value$2.60M
0.93%
Sole
8K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares14K
TypeSH
Market value$1.98M
0.71%
Sole
14K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares30K
TypeSH
Market value$1.79M
0.64%
Sole
30K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares2.60K
TypeSH
Market value$1.13M
0.40%
Sole
2.60K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares4.60K
TypeSH
Market value$1.08M
0.39%
Sole
4.60K
Shared
0.00
None
0.00
ADOBE SYSTEMS INCORPORATED
SOLEShares2K
TypeSH
Market value$978.0K
0.35%
Sole
2K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 290K | SH | $107.13M 38.29% | 290K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 100K | SH | $34.05M 12.17% | 100K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 270K | SH | $14.60M 5.22% | 270K | 0.00 | 0.00 |
INMODE LTDSOLE | SHS | 300K | SH | $11.21M 4.01% | 300K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 50K | SH | $10.98M 3.92% | 50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 22.50K | SH | $9.52M 3.40% | 22.50K | 0.00 | 0.00 |
BURFORD CAP LTDSOLE | ORD SHS | 775K | SH | $9.44M 3.37% | 775K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 27K | SH | $8.78M 3.14% | 27K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 125K | SH | $8.17M 2.92% | 125K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 65K | SH | $7.97M 2.85% | 65K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 15K | SH | $7.91M 2.83% | 15K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 15K | SH | $7.03M 2.51% | 15K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 250K | SH | $6.99M 2.50% | 250K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 13K | SH | $5.73M 2.05% | 13K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 50K | SH | $5.70M 2.04% | 50K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 30K | SH | $4.57M 1.63% | 30K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 15K | SH | $3.60M 1.29% | 15K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 15K | SH | $3.56M 1.27% | 15K | 0.00 | 0.00 |
CYTEK BIOSCIENCES INCSOLE | COM | 380.59K | SH | $3.25M 1.16% | 380.59K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 8K | SH | $2.60M 0.93% | 8K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 14K | SH | $1.98M 0.71% | 14K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 30K | SH | $1.79M 0.64% | 30K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 2.60K | SH | $1.13M 0.40% | 2.60K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 4.60K | SH | $1.08M 0.39% | 4.60K | 0.00 | 0.00 |
ADOBE SYSTEMS INCORPORATEDSOLE | COM | 2K | SH | $978.0K 0.35% | 2K | 0.00 | 0.00 |