Filed: 11/14/2024ACC: 0001352272-24-000013
📋 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 $87.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$87.08M
Total AUM (reported)
691.50K
Total Shares
Allocation by class
COM$69.13M79.4%
CL A$12.59M14.5%
COM CL A$4.47M5.1%
SPONSORED ADS$884.3K1.0%
Portfolio Concentration
Top 3$34.00M39.0%
4–10$34.84M40.0%
11–25$18.23M20.9%
Top 3 weight
39.0%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 691.50K
Sole
Full voting authority
691.50K
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
MICROSOFT CORP
SOLEShares30K
TypeSH
Market value$12.91M
14.82%
Sole
30K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares22K
TypeSH
Market value$12.59M
14.46%
Sole
22K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares70K
TypeSH
Market value$8.50M
9.76%
Sole
70K
Shared
0.00
None
0.00
APPLE INC
SOLEShares30K
TypeSH
Market value$6.99M
8.03%
Sole
30K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares80K
TypeSH
Market value$6.70M
7.70%
Sole
80K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares8K
TypeSH
Market value$5.67M
6.52%
Sole
8K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares19K
TypeSH
Market value$4.47M
5.14%
Sole
19K
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares270K
TypeSH
Market value$3.92M
4.50%
Sole
270K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares30K
TypeSH
Market value$3.64M
4.18%
Sole
30K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares8K
TypeSH
Market value$3.44M
3.96%
Sole
8K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares2K
TypeSH
Market value$2.85M
3.28%
Sole
2K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares6K
TypeSH
Market value$2.85M
3.27%
Sole
6K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares11K
TypeSH
Market value$2.05M
2.35%
Sole
11K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2K
TypeSH
Market value$1.77M
2.03%
Sole
2K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares10K
TypeSH
Market value$1.70M
1.96%
Sole
10K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares3.50K
TypeSH
Market value$1.65M
1.89%
Sole
3.50K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares10K
TypeSH
Market value$1.59M
1.83%
Sole
10K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares25K
TypeSH
Market value$884.3K
1.02%
Sole
25K
Shared
0.00
None
0.00
ADMA BIOLOGICS INC
SOLEShares40K
TypeSH
Market value$799.6K
0.92%
Sole
40K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares5K
TypeSH
Market value$744.1K
0.85%
Sole
5K
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares5K
TypeSH
Market value$717.6K
0.82%
Sole
5K
Shared
0.00
None
0.00
CIRRUS LOGIC INC
SOLEShares5K
TypeSH
Market value$621.0K
0.71%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 30K | SH | $12.91M 14.82% | 30K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 22K | SH | $12.59M 14.46% | 22K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 70K | SH | $8.50M 9.76% | 70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 30K | SH | $6.99M 8.03% | 30K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 80K | SH | $6.70M 7.70% | 80K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 8K | SH | $5.67M 6.52% | 8K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 19K | SH | $4.47M 5.14% | 19K | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 270K | SH | $3.92M 4.50% | 270K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 30K | SH | $3.64M 4.18% | 30K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 8K | SH | $3.44M 3.96% | 8K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 2K | SH | $2.85M 3.28% | 2K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 6K | SH | $2.85M 3.27% | 6K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 11K | SH | $2.05M 2.35% | 11K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2K | SH | $1.77M 2.03% | 2K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 10K | SH | $1.70M 1.96% | 10K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 3.50K | SH | $1.65M 1.89% | 3.50K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 10K | SH | $1.59M 1.83% | 10K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 25K | SH | $884.3K 1.02% | 25K | 0.00 | 0.00 |
ADMA BIOLOGICS INCSOLE | COM | 40K | SH | $799.6K 0.92% | 40K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 5K | SH | $744.1K 0.85% | 5K | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 5K | SH | $717.6K 0.82% | 5K | 0.00 | 0.00 |
CIRRUS LOGIC INCSOLE | COM | 5K | SH | $621.0K 0.71% | 5K | 0.00 | 0.00 |