Filed: 2/14/2024ACC: 0001352272-24-000002
📋 What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $178.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$178.84M
Total AUM (reported)
1.45M
Total Shares
Allocation by class
COM$130.01M72.7%
CL A$14.51M8.1%
CL A COM$13.74M7.7%
COM CL A$8.59M4.8%
ORD SHS$6.86M3.8%
COM NEW$5.12M2.9%
Portfolio Concentration
Top 3$55.82M31.2%
4–10$67.97M38.0%
11–25$55.06M30.8%
Top 3 weight
31.2%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 1.45M
Sole
Full voting authority
1.45M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
MICROSOFT CORP
SOLEShares75K
TypeSH
Market value$28.20M
15.77%
Sole
75K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares240K
TypeSH
Market value$13.87M
7.76%
Sole
240K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares165K
TypeSH
Market value$13.74M
7.68%
Sole
165K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares24K
TypeSH
Market value$11.89M
6.65%
Sole
24K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares75K
TypeSH
Market value$11.40M
6.37%
Sole
75K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares30K
TypeSH
Market value$10.62M
5.94%
Sole
30K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares16K
TypeSH
Market value$9.33M
5.22%
Sole
16K
Shared
0.00
None
0.00
VISA INC
SOLEShares33K
TypeSH
Market value$8.59M
4.80%
Sole
33K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares17K
TypeSH
Market value$8.28M
4.63%
Sole
17K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares35K
TypeSH
Market value$7.87M
4.40%
Sole
35K
Shared
0.00
None
0.00
BURFORD CAP LTD
SOLEShares440K
TypeSH
Market value$6.86M
3.84%
Sole
440K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares20K
TypeSH
Market value$6.77M
3.78%
Sole
20K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares8K
TypeSH
Market value$5.35M
2.99%
Sole
8K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares30K
TypeSH
Market value$5.12M
2.86%
Sole
30K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares20K
TypeSH
Market value$4.63M
2.59%
Sole
20K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares25K
TypeSH
Market value$4.50M
2.51%
Sole
25K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares58K
TypeSH
Market value$3.99M
2.23%
Sole
58K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares50K
TypeSH
Market value$3.90M
2.18%
Sole
50K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares15K
TypeSH
Market value$3.05M
1.71%
Sole
15K
Shared
0.00
None
0.00
PACCAR INC
SOLEShares30K
TypeSH
Market value$2.93M
1.64%
Sole
30K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares5.10K
TypeSH
Market value$2.92M
1.64%
Sole
5.10K
Shared
0.00
None
0.00
INTER PARFUMS INC
SOLEShares20K
TypeSH
Market value$2.88M
1.61%
Sole
20K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares15K
TypeSH
Market value$2.17M
1.21%
Sole
15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 75K | SH | $28.20M 15.77% | 75K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 240K | SH | $13.87M 7.76% | 240K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 165K | SH | $13.74M 7.68% | 165K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 24K | SH | $11.89M 6.65% | 24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 75K | SH | $11.40M 6.37% | 75K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 30K | SH | $10.62M 5.94% | 30K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 16K | SH | $9.33M 5.22% | 16K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 33K | SH | $8.59M 4.80% | 33K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 17K | SH | $8.28M 4.63% | 17K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 35K | SH | $7.87M 4.40% | 35K | 0.00 | 0.00 |
BURFORD CAP LTDSOLE | ORD SHS | 440K | SH | $6.86M 3.84% | 440K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 20K | SH | $6.77M 3.78% | 20K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 8K | SH | $5.35M 2.99% | 8K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 30K | SH | $5.12M 2.86% | 30K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 20K | SH | $4.63M 2.59% | 20K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 25K | SH | $4.50M 2.51% | 25K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 58K | SH | $3.99M 2.23% | 58K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 50K | SH | $3.90M 2.18% | 50K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 15K | SH | $3.05M 1.71% | 15K | 0.00 | 0.00 |
PACCAR INCSOLE | COM | 30K | SH | $2.93M 1.64% | 30K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 5.10K | SH | $2.92M 1.64% | 5.10K | 0.00 | 0.00 |
INTER PARFUMS INCSOLE | COM | 20K | SH | $2.88M 1.61% | 20K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 15K | SH | $2.17M 1.21% | 15K | 0.00 | 0.00 |