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| Name: |
MIURA GLOBAL MANAGEMENT LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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data |
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| Holdings
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29 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$430.52 |
$16,829,000 |
40,000 |
14.35% |
-11,374,000 |
-35,000 |
0.001 |
Application Software |
|
|
FB |
Meta Platforms Inc |
2 |
- |
$467.78 |
$9,712,000 |
20,000 |
8.28% |
-907,000 |
-10,000 |
0.001 |
Internet Service Prov... |
|
|
BSX |
Boston Scientific Corp |
3 |
- |
$75.37 |
$7,876,000 |
115,000 |
6.72% |
-5,998,000 |
-125,000 |
0.008 |
Medical Instruments &... |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$949.50 |
$7,228,000 |
8,000 |
6.16% |
-4,657,000 |
-16,000 |
0 |
Semiconductor - Speci... |
|
|
APPF |
Appfolio Inc |
5 |
New |
$237.18 |
$6,169,000 |
25,000 |
5.26% |
6,169,000 |
25,000 |
0.138 |
N/A |
|
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AJG |
Arthur J Gallagher & Co |
6 |
- |
$257.65 |
$5,626,000 |
22,500 |
4.8% |
-2,245,000 |
-12,500 |
0.01 |
Insurance Brokers |
|
|
NFLX |
Netflix Inc |
7 |
- |
$640.47 |
$5,466,000 |
9,000 |
4.66% |
-2,811,000 |
-8,000 |
0.002 |
Music & Video Stores |
|
|
LLY |
Eli Lilly & Co |
8 |
- |
$802.91 |
$5,446,000 |
7,000 |
4.64% |
-3,881,000 |
-9,000 |
0.001 |
Drug Manufacturers - ... |
|
|
AMZN |
Amazon.com Inc |
9 |
- |
$183.13 |
$5,411,000 |
30,000 |
4.61% |
-5,985,000 |
-45,000 |
0 |
Internet Software & S... |
|
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EME |
Emcor Group Inc |
10 |
New |
$388.50 |
$4,903,000 |
14,000 |
4.18% |
4,903,000 |
14,000 |
0.025 |
General Contractors |
|
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BUR |
Burford Capital Ltd |
11 |
- |
$13.99 |
$4,392,000 |
275,000 |
3.75% |
-2,472,000 |
-165,000 |
0.126 |
N/A |
|
|
URI |
United Rentals Inc |
12 |
- |
$682.60 |
$4,327,000 |
6,000 |
3.69% |
1,403,000 |
900 |
0.008 |
Rental & Leasing Serv... |
|
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TDG |
Transdigm Group Inc |
13 |
New |
$1,326.19 |
$4,311,000 |
3,500 |
3.68% |
4,311,000 |
3,500 |
0.006 |
Aerospace/Defense Pro... |
|
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V |
Visa Inc |
14 |
- |
$275.58 |
$4,186,000 |
15,000 |
3.57% |
-4,406,000 |
-18,000 |
0.001 |
Business Services |
|
|
IBKR |
Interactive Brokers Group Inc |
15 |
New |
$113.50 |
$3,910,000 |
35,000 |
3.33% |
3,910,000 |
35,000 |
0.034 |
Investment Brokerage ... |
|
|
DHR |
Danaher Corp |
16 |
- |
$267.19 |
$3,746,000 |
15,000 |
3.19% |
-881,000 |
-5,000 |
0.002 |
General Building Mate... |
|
|
ETN |
Eaton Corp |
17 |
New |
$336.18 |
$3,127,000 |
10,000 |
2.67% |
3,127,000 |
10,000 |
0.003 |
Diversified Machinery |
|
|
RACE |
Ferrari NV |
18 |
- |
$0.00 |
$3,052,000 |
7,000 |
2.6% |
-3,717,000 |
-13,000 |
0.004 |
N/A |
|
|
SHOP |
Shopify Inc |
19 |
- |
$58.70 |
$2,701,000 |
35,000 |
2.3% |
-1,194,000 |
-15,000 |
0.003 |
N/A |
|
|
DECK |
Deckers Outdoor Corp |
20 |
- |
$892.94 |
$2,353,000 |
2,500 |
2.01% |
-2,994,000 |
-5,500 |
0.009 |
Textile - Apparel Foo... |
|
|
RGEN |
Repligen Corp |
21 |
- |
$165.13 |
$1,839,000 |
10,000 |
1.57% |
-2,656,000 |
-15,000 |
0.016 |
Biotechnology |
|
|
LNG |
Cheniere Energy Inc |
22 |
- |
$158.89 |
$1,613,000 |
10,000 |
1.38% |
-3,508,000 |
-20,000 |
0.004 |
Oil & Gas Equipment &... |
|
|
BWXT |
BWX Technologies Inc |
23 |
New |
$44.15 |
$1,539,000 |
15,000 |
1.31% |
1,539,000 |
15,000 |
0.016 |
Closed - End Fund - E... |
|
|
NET |
Cloudflare, Inc. |
27 |
Closed |
$0.00 |
$0 |
0 |
0% |
-13,738,000 |
-165,000 |
0 |
N/A |
|
|
SCHW |
Charles Schwab Corp |
30 |
Closed |
$75.27 |
$0 |
0 |
0% |
-3,990,000 |
-58,000 |
0 |
Investment Brokerage ... |
|
|
INSP |
Inspire Medical Systems Inc |
26 |
Closed |
$161.49 |
$0 |
0 |
0% |
-3,051,000 |
-15,000 |
0 |
N/A |
|
|
PCAR |
Paccar Inc |
25 |
Closed |
$106.11 |
$0 |
0 |
0% |
-2,930,000 |
-30,000 |
0 |
Trucks & Other Vehicles |
|
|
ELF |
E L F Beauty Inc |
28 |
Closed |
$155.63 |
$0 |
0 |
0% |
-2,165,000 |
-15,000 |
0 |
N/A |
|
|
IPAR |
Inter Parfums Inc |
29 |
Closed |
$118.27 |
$0 |
0 |
0% |
-2,880,000 |
-20,000 |
0 |
Personal Products |
|
