Filed: 8/14/2024ACC: 0001352272-24-000006
📋 What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $102.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$102.55M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
COM$86.36M84.2%
CL A$4.69M4.6%
COM CL A$4.40M4.3%
SHS$3.83M3.7%
ORD SHS$3.26M3.2%
Portfolio Concentration
Top 3$34.82M34.0%
4–10$35.45M34.6%
11–25$32.29M31.5%
Top 3 weight
34.0%
Top 10 weight
68.5%
Voting Authority Distribution
Total shares with voting rights: 1.02M
Sole
Full voting authority
1.02M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
MICROSOFT CORP
SOLEShares35K
TypeSH
Market value$15.64M
15.25%
Sole
35K
Shared
0.00
None
0.00
APPLE INC
SOLEShares50K
TypeSH
Market value$10.53M
10.27%
Sole
50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares70K
TypeSH
Market value$8.65M
8.43%
Sole
70K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares110K
TypeSH
Market value$8.47M
8.26%
Sole
110K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares4K
TypeSH
Market value$5.11M
4.98%
Sole
4K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares5.50K
TypeSH
Market value$4.98M
4.86%
Sole
5.50K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares18K
TypeSH
Market value$4.40M
4.29%
Sole
18K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22K
TypeSH
Market value$4.25M
4.15%
Sole
22K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares21K
TypeSH
Market value$4.18M
4.08%
Sole
21K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares6K
TypeSH
Market value$4.05M
3.95%
Sole
6K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8K
TypeSH
Market value$4.03M
3.93%
Sole
8K
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares50K
TypeSH
Market value$3.83M
3.74%
Sole
50K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares10K
TypeSH
Market value$3.65M
3.56%
Sole
10K
Shared
0.00
None
0.00
ADMA BIOLOGICS INC
SOLEShares300K
TypeSH
Market value$3.35M
3.27%
Sole
300K
Shared
0.00
None
0.00
BURFORD CAP LTD
SOLEShares250K
TypeSH
Market value$3.26M
3.18%
Sole
250K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares20K
TypeSH
Market value$3.19M
3.11%
Sole
20K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares6.60K
TypeSH
Market value$2.78M
2.71%
Sole
6.60K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares6K
TypeSH
Market value$2.45M
2.39%
Sole
6K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares2K
TypeSH
Market value$1.94M
1.89%
Sole
2K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares15K
TypeSH
Market value$1.89M
1.84%
Sole
15K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares5K
TypeSH
Market value$1.25M
1.22%
Sole
5K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares10K
TypeSH
Market value$660.5K
0.64%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 35K | SH | $15.64M 15.25% | 35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 50K | SH | $10.53M 10.27% | 50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 70K | SH | $8.65M 8.43% | 70K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 110K | SH | $8.47M 8.26% | 110K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 4K | SH | $5.11M 4.98% | 4K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 5.50K | SH | $4.98M 4.86% | 5.50K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 18K | SH | $4.40M 4.29% | 18K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22K | SH | $4.25M 4.15% | 22K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 21K | SH | $4.18M 4.08% | 21K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 6K | SH | $4.05M 3.95% | 6K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8K | SH | $4.03M 3.93% | 8K | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 50K | SH | $3.83M 3.74% | 50K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 10K | SH | $3.65M 3.56% | 10K | 0.00 | 0.00 |
ADMA BIOLOGICS INCSOLE | COM | 300K | SH | $3.35M 3.27% | 300K | 0.00 | 0.00 |
BURFORD CAP LTDSOLE | ORD SHS | 250K | SH | $3.26M 3.18% | 250K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 20K | SH | $3.19M 3.11% | 20K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 6.60K | SH | $2.78M 2.71% | 6.60K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 6K | SH | $2.45M 2.39% | 6K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 2K | SH | $1.94M 1.89% | 2K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 15K | SH | $1.89M 1.84% | 15K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 5K | SH | $1.25M 1.22% | 5K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 10K | SH | $660.5K 0.64% | 10K | 0.00 | 0.00 |