Filed: 11/13/2023ACC: 0001352272-23-000007
📋 What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $146.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$146.22M
Total AUM (reported)
1.90M
Total Shares
Allocation by class
COM$99.41M68.0%
CL A$15.01M10.3%
ORD SHS$11.62M7.9%
CL A COM$7.88M5.4%
COM NEW$5.81M4.0%
COM CL A$3.45M2.4%
SHS$3.05M2.1%
Portfolio Concentration
Top 3$53.32M36.5%
4–10$62.58M42.8%
11–25$30.33M20.7%
Top 3 weight
36.5%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 1.90M
Sole
Full voting authority
1.90M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$25.26M
17.27%
Sole
80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares50K
TypeSH
Market value$15.01M
10.27%
Sole
50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares30K
TypeSH
Market value$13.05M
8.92%
Sole
30K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares232.60K
TypeSH
Market value$12.28M
8.40%
Sole
232.60K
Shared
0.00
None
0.00
BURFORD CAP LTD
SOLEShares830K
TypeSH
Market value$11.62M
7.95%
Sole
830K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares40K
TypeSH
Market value$9.12M
6.24%
Sole
40K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares15K
TypeSH
Market value$8.06M
5.51%
Sole
15K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares125K
TypeSH
Market value$7.88M
5.39%
Sole
125K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares15K
TypeSH
Market value$7.71M
5.27%
Sole
15K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares20K
TypeSH
Market value$5.91M
4.04%
Sole
20K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares35K
TypeSH
Market value$5.81M
3.97%
Sole
35K
Shared
0.00
None
0.00
ENERGY RECOVERY INC
SOLEShares260K
TypeSH
Market value$5.51M
3.77%
Sole
260K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares20K
TypeSH
Market value$4.96M
3.39%
Sole
20K
Shared
0.00
None
0.00
VISA INC
SOLEShares15K
TypeSH
Market value$3.45M
2.36%
Sole
15K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares100K
TypeSH
Market value$3.05M
2.08%
Sole
100K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares15K
TypeSH
Market value$2.98M
2.04%
Sole
15K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares14K
TypeSH
Market value$2.23M
1.52%
Sole
14K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares3.50K
TypeSH
Market value$1.32M
0.90%
Sole
3.50K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares2K
TypeSH
Market value$1.02M
0.70%
Sole
2K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 80K | SH | $25.26M 17.27% | 80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 50K | SH | $15.01M 10.27% | 50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 30K | SH | $13.05M 8.92% | 30K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 232.60K | SH | $12.28M 8.40% | 232.60K | 0.00 | 0.00 |
BURFORD CAP LTDSOLE | ORD SHS | 830K | SH | $11.62M 7.95% | 830K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 40K | SH | $9.12M 6.24% | 40K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 15K | SH | $8.06M 5.51% | 15K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 125K | SH | $7.88M 5.39% | 125K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 15K | SH | $7.71M 5.27% | 15K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 20K | SH | $5.91M 4.04% | 20K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 35K | SH | $5.81M 3.97% | 35K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 260K | SH | $5.51M 3.77% | 260K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 20K | SH | $4.96M 3.39% | 20K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 15K | SH | $3.45M 2.36% | 15K | 0.00 | 0.00 |
INMODE LTDSOLE | SHS | 100K | SH | $3.05M 2.08% | 100K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 15K | SH | $2.98M 2.04% | 15K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 14K | SH | $2.23M 1.52% | 14K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 3.50K | SH | $1.32M 0.90% | 3.50K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 2K | SH | $1.02M 0.70% | 2K | 0.00 | 0.00 |