Filed: 5/15/2024ACC: 0001352272-24-000004
📋 What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $117.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$117.27M
Total AUM (reported)
749.50K
Total Shares
Allocation by class
COM$79.95M68.2%
COM CL A$14.26M12.2%
CL A$12.41M10.6%
SHS$4.63M4.0%
ORD SHS$4.39M3.7%
COM NEW$1.61M1.4%
Portfolio Concentration
Top 3$34.42M29.3%
4–10$40.25M34.3%
11–25$42.60M36.3%
Top 3 weight
29.3%
Top 10 weight
63.7%
Voting Authority Distribution
Total shares with voting rights: 749.50K
Sole
Full voting authority
749.50K
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
MICROSOFT CORP
SOLEShares40K
TypeSH
Market value$16.83M
14.35%
Sole
40K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20K
TypeSH
Market value$9.71M
8.28%
Sole
20K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares115K
TypeSH
Market value$7.88M
6.72%
Sole
115K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8K
TypeSH
Market value$7.23M
6.16%
Sole
8K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares25K
TypeSH
Market value$6.17M
5.26%
Sole
25K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares22.50K
TypeSH
Market value$5.63M
4.80%
Sole
22.50K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares9K
TypeSH
Market value$5.47M
4.66%
Sole
9K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7K
TypeSH
Market value$5.45M
4.64%
Sole
7K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares30K
TypeSH
Market value$5.41M
4.61%
Sole
30K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares14K
TypeSH
Market value$4.90M
4.18%
Sole
14K
Shared
0.00
None
0.00
BURFORD CAP LTD
SOLEShares275K
TypeSH
Market value$4.39M
3.75%
Sole
275K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares6K
TypeSH
Market value$4.33M
3.69%
Sole
6K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares3.50K
TypeSH
Market value$4.31M
3.68%
Sole
3.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares15K
TypeSH
Market value$4.19M
3.57%
Sole
15K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares35K
TypeSH
Market value$3.91M
3.33%
Sole
35K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares15K
TypeSH
Market value$3.75M
3.19%
Sole
15K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares10K
TypeSH
Market value$3.13M
2.67%
Sole
10K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares7K
TypeSH
Market value$3.05M
2.60%
Sole
7K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares35K
TypeSH
Market value$2.70M
2.30%
Sole
35K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares2.50K
TypeSH
Market value$2.35M
2.01%
Sole
2.50K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares10K
TypeSH
Market value$1.84M
1.57%
Sole
10K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares10K
TypeSH
Market value$1.61M
1.38%
Sole
10K
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
SOLEShares15K
TypeSH
Market value$1.54M
1.31%
Sole
15K
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares20K
TypeSH
Market value$1.51M
1.29%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 40K | SH | $16.83M 14.35% | 40K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20K | SH | $9.71M 8.28% | 20K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 115K | SH | $7.88M 6.72% | 115K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8K | SH | $7.23M 6.16% | 8K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 25K | SH | $6.17M 5.26% | 25K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 22.50K | SH | $5.63M 4.80% | 22.50K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 9K | SH | $5.47M 4.66% | 9K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7K | SH | $5.45M 4.64% | 7K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 30K | SH | $5.41M 4.61% | 30K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 14K | SH | $4.90M 4.18% | 14K | 0.00 | 0.00 |
BURFORD CAP LTDSOLE | ORD SHS | 275K | SH | $4.39M 3.75% | 275K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 6K | SH | $4.33M 3.69% | 6K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 3.50K | SH | $4.31M 3.68% | 3.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 15K | SH | $4.19M 3.57% | 15K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 35K | SH | $3.91M 3.33% | 35K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 15K | SH | $3.75M 3.19% | 15K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 10K | SH | $3.13M 2.67% | 10K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 7K | SH | $3.05M 2.60% | 7K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 35K | SH | $2.70M 2.30% | 35K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 2.50K | SH | $2.35M 2.01% | 2.50K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 10K | SH | $1.84M 1.57% | 10K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 10K | SH | $1.61M 1.38% | 10K | 0.00 | 0.00 |
BWX TECHNOLOGIES INCSOLE | COM | 15K | SH | $1.54M 1.31% | 15K | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 20K | SH | $1.51M 1.29% | 20K | 0.00 | 0.00 |