Miura Global Management, LLC Quant / Systematic

CIK: 0001352272 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $171,975 (100.0% shares, 0.0% debt)

Holdings (18)

MSFT MICROSOFT CORP 16.8%
Value ($000) $28,830 Shares 100,000 Est. Cost $237.08 Unrealized +5.2%
BSX BOSTON SCIENTIFIC CORP 10.8%
Value ($000) $18,511 Shares 370,000 Est. Cost $44.23 Unrealized +6.5%
INMD INMODE LTD 9.0%
Value ($000) $15,501 Shares 485,000 Est. Cost $27.50 Unrealized +24.6%
NFLX NETFLIX INC 7.5%
Value ($000) $12,956 Shares 37,500 Est. Cost $22.50 Unrealized +47.1%
NVDA NVIDIA CORPORATION 5.7%
Value ($000) $9,722 Shares 35,000 Est. Cost $21.62 Unrealized 0.0%
NET CLOUDFLARE INC 5.4%
Value ($000) $9,249 Shares 150,000 Est. Cost $49.61 Unrealized +10.2%
V VISA INC 5.2%
Value ($000) $9,018 Shares 40,000 Est. Cost $203.40 Unrealized +7.1%
RACE FERRARI N V 4.7%
Value ($000) $8,128 Shares 30,000 Est. Cost $201.19 Unrealized +26.9%
RGEN REPLIGEN CORP 4.5%
Value ($000) $7,745 Shares 46,000 Est. Cost $162.28 Unrealized +9.9%
DHR DANAHER CORPORATION 4.3%
Value ($000) $7,309 Shares 29,000 Est. Cost $210.77 Unrealized +6.3%
ERII ENERGY RECOVERY INC 4.0%
Value ($000) $6,915 Shares 300,000 Est. Cost $21.03 Unrealized +4.4%
DXCM DEXCOM INC 3.5%
Value ($000) $6,099 Shares 52,500 Est. Cost $109.79 Unrealized +2.0%
AJG GALLAGHER ARTHUR J & CO 3.3%
Value ($000) $5,739 Shares 30,000 Est. Cost $184.71 Unrealized 0.0%
OPCH OPTION CARE HEALTH INC 3.3%
Value ($000) $5,719 Shares 180,000 Est. Cost $32.00 Unrealized -6.3%
INSP INSPIRE MED SYS INC 3.3%
Value ($000) $5,618 Shares 24,000 Est. Cost $153.58 Unrealized +64.6%
LNG CHENIERE ENERGY INC 3.2%
Value ($000) $5,516 Shares 35,000 Est. Cost $122.76 Unrealized +23.0%
DECK DECKERS OUTDOOR CORP 3.1%
Value ($000) $5,395 Shares 12,000 Est. Cost $33.07 Unrealized +111.4%
CTKB CYTEK BIOSCIENCES INC 2.3%
Value ($000) $4,006 Shares 435,900 Est. Cost $22.75 Unrealized -52.7%