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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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26 |
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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 |
- |
$404.27 |
$28,203,000 |
75,000 |
15.77% |
2,943,000 |
-5,000 |
0.001 |
Application Software |
|
|
BSX |
Boston Scientific Corp |
2 |
- |
$67.42 |
$13,874,000 |
240,000 |
7.76% |
1,593,000 |
7,400 |
0.017 |
Medical Instruments &... |
|
|
NET |
Cloudflare, Inc. |
3 |
- |
$0.00 |
$13,738,000 |
165,000 |
7.68% |
5,858,000 |
40,000 |
0.058 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$846.71 |
$11,885,000 |
24,000 |
6.65% |
-1,165,000 |
-6,000 |
0.001 |
Semiconductor - Speci... |
|
|
AMZN |
Amazon.com Inc |
5 |
New |
$179.22 |
$11,396,000 |
75,000 |
6.37% |
11,396,000 |
75,000 |
0.001 |
Internet Software & S... |
|
|
FB |
Meta Platforms Inc |
6 |
- |
$501.80 |
$10,619,000 |
30,000 |
5.94% |
-4,392,000 |
-20,000 |
0.001 |
Internet Service Prov... |
|
|
LLY |
Eli Lilly & Co |
7 |
- |
$745.95 |
$9,327,000 |
16,000 |
5.22% |
1,270,000 |
1,000 |
0.002 |
Drug Manufacturers - ... |
|
|
V |
Visa Inc |
8 |
- |
$271.37 |
$8,592,000 |
33,000 |
4.8% |
5,142,000 |
18,000 |
0.002 |
Business Services |
|
|
NFLX |
Netflix Inc |
9 |
- |
$610.56 |
$8,277,000 |
17,000 |
4.63% |
6,955,000 |
13,500 |
0.004 |
Music & Video Stores |
|
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AJG |
Arthur J Gallagher & Co |
10 |
- |
$233.99 |
$7,871,000 |
35,000 |
4.4% |
-1,246,000 |
-5,000 |
0.015 |
Insurance Brokers |
|
|
BUR |
Burford Capital Ltd |
11 |
- |
$14.86 |
$6,864,000 |
440,000 |
3.84% |
-4,756,000 |
-390,000 |
0.201 |
N/A |
|
|
RACE |
Ferrari NV |
12 |
- |
$0.00 |
$6,769,000 |
20,000 |
3.78% |
858,000 |
0 |
0.011 |
N/A |
|
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DECK |
Deckers Outdoor Corp |
13 |
- |
$813.30 |
$5,347,000 |
8,000 |
2.99% |
-2,364,000 |
-7,000 |
0.028 |
Textile - Apparel Foo... |
|
|
LNG |
Cheniere Energy Inc |
14 |
- |
$160.43 |
$5,121,000 |
30,000 |
2.86% |
-688,000 |
-5,000 |
0.012 |
Oil & Gas Equipment &... |
|
|
DHR |
Danaher Corp |
15 |
- |
$236.36 |
$4,627,000 |
20,000 |
2.59% |
-335,000 |
0 |
0.003 |
General Building Mate... |
|
|
RGEN |
Repligen Corp |
16 |
- |
$157.06 |
$4,495,000 |
25,000 |
2.51% |
2,269,000 |
11,000 |
0.046 |
Biotechnology |
|
|
SCHW |
Charles Schwab Corp |
17 |
New |
$72.93 |
$3,990,000 |
58,000 |
2.23% |
3,990,000 |
58,000 |
0.003 |
Investment Brokerage ... |
|
|
SHOP |
Shopify Inc |
18 |
New |
$69.51 |
$3,895,000 |
50,000 |
2.18% |
3,895,000 |
50,000 |
0.004 |
N/A |
|
|
INSP |
Inspire Medical Systems Inc |
19 |
- |
$241.15 |
$3,051,000 |
15,000 |
1.71% |
74,000 |
0 |
0.052 |
N/A |
|
|
PCAR |
Paccar Inc |
20 |
New |
$113.76 |
$2,930,000 |
30,000 |
1.64% |
2,930,000 |
30,000 |
0.008 |
Trucks & Other Vehicles |
|
|
URI |
United Rentals Inc |
21 |
New |
$632.88 |
$2,924,000 |
5,100 |
1.63% |
2,924,000 |
5,100 |
0.007 |
Rental & Leasing Serv... |
|
|
IPAR |
Inter Parfums Inc |
22 |
New |
$123.92 |
$2,880,000 |
20,000 |
1.61% |
2,880,000 |
20,000 |
0.063 |
Personal Products |
|
|
ELF |
E L F Beauty Inc |
23 |
New |
$167.51 |
$2,165,000 |
15,000 |
1.21% |
2,165,000 |
15,000 |
0.028 |
N/A |
|
|
INMD |
Inmode |
25 |
Closed |
$17.34 |
$0 |
0 |
0% |
-3,046,000 |
-100,000 |
0 |
N/A |
|
|
ERII |
Energy Recovery, Inc. |
26 |
Closed |
$13.63 |
$0 |
0 |
0% |
-5,515,000 |
-260,000 |
0 |
Multi Utilities |
|
|
ADBE |
Adobe Systems Inc |
24 |
Closed |
$473.18 |
$0 |
0 |
0% |
-1,020,000 |
-2,000 |
0 |
Application Software |
|
