Miura Global Management, LLC Quant / Systematic

Location: New York, NY

CIK: 0001352272 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value: $87.08M (100.0% shares, 0.0% debt)

Holdings (22)

MSFT MICROSOFT CORP 14.8%

Value $12.91M Shares 30,000 Est. Cost $237.08 Unrealized +78.5%

META META PLATFORMS INC 14.5%

Value $12.59M Shares 22,000 Est. Cost $434.70 Unrealized +17.8%

NVDA NVIDIA CORPORATION 9.8%

Value $8.501M Shares 70,000 Est. Cost $92.64 Unrealized +27.5%

AAPL APPLE INC 8.0%

Value $6.99M Shares 30,000 Est. Cost $185.12 Unrealized +19.9%

BSX BOSTON SCIENTIFIC CORP 7.7%

Value $6.704M Shares 80,000 Est. Cost $44.51 Unrealized +77.1%

NFLX NETFLIX INC 6.5%

Value $5.674M Shares 8,000 Est. Cost $46.19 Unrealized +44.8%

APPF APPFOLIO INC 5.1%

Value $4.473M Shares 19,000 Est. Cost $216.61 Unrealized +8.0%

SPRY ARS PHARMACEUTICALS INC 4.5%

Value $3.915M Shares 270,000 Est. Cost $11.89 Unrealized 0.0%

PM PHILIP MORRIS INTL INC 4.2%

Value $3.642M Shares 30,000 Est. Cost $109.82 Unrealized 0.0%

EME EMCOR GROUP INC 4.0%

Value $3.444M Shares 8,000 Est. Cost $267.38 Unrealized +40.8%

TDG TRANSDIGM GROUP INC 3.3%

Value $2.854M Shares 2,000 Est. Cost $1015.04 Unrealized +13.5%

MCO MOODYS CORP 3.3%

Value $2.848M Shares 6,000 Est. Cost $393.01 Unrealized +16.7%

AMZN AMAZON COM INC 2.4%

Value $2.05M Shares 11,000 Est. Cost $140.18 Unrealized +30.2%

LLY ELI LILLY & CO 2.0%

Value $1.772M Shares 2,000 Est. Cost $421.70 Unrealized +111.1%

ORCL ORACLE CORP 2.0%

Value $1.704M Shares 10,000 Est. Cost $143.05 Unrealized 0.0%

RACE FERRARI N V 1.9%

Value $1.645M Shares 3,500 Est. Cost $201.19 Unrealized +122.9%

DECK DECKERS OUTDOOR CORP 1.8%

Value $1.595M Shares 10,000 Est. Cost $130.55 Unrealized +16.9%

EMBJ EMBRAER S.A. 1.0%

Value $884K Shares 25,000 Est. Cost $35.37 Unrealized —

ADMA ADMA BIOLOGICS INC 0.9%

Value $800K Shares 40,000 Est. Cost $8.39 Unrealized +85.4%

RGEN REPLIGEN CORP 0.9%

Value $744K Shares 5,000 Est. Cost $158.49 Unrealized -9.5%

PHM PULTE GROUP INC 0.8%

Value $718K Shares 5,000 Est. Cost $125.75 Unrealized 0.0%

CRUS CIRRUS LOGIC INC 0.7%

Value $621K Shares 5,000 Est. Cost $132.41 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	30,000	$12.91M	14.8%	$237.08	+78.5%	COM	594918104
META	META PLATFORMS INC	22,000	$12.59M	14.5%	$434.70	+17.8%	CL A	30303M102
NVDA	NVIDIA CORPORATION	70,000	$8.501M	9.8%	$92.64	+27.5%	COM	67066G104
AAPL	APPLE INC	30,000	$6.99M	8.0%	$185.12	+19.9%	COM	037833100
BSX	BOSTON SCIENTIFIC CORP	80,000	$6.704M	7.7%	$44.51	+77.1%	COM	101137107
NFLX	NETFLIX INC	8,000	$5.674M	6.5%	$46.19	+44.8%	COM	64110L106
APPF	APPFOLIO INC	19,000	$4.473M	5.1%	$216.61	+8.0%	COM CL A	03783C100
SPRY	ARS PHARMACEUTICALS INC	270,000	$3.915M	4.5%	$11.89	0.0%	COM	82835W108
PM	PHILIP MORRIS INTL INC	30,000	$3.642M	4.2%	$109.82	0.0%	COM	718172109
EME	EMCOR GROUP INC	8,000	$3.444M	4.0%	$267.38	+40.8%	COM	29084Q100
TDG	TRANSDIGM GROUP INC	2,000	$2.854M	3.3%	$1015.04	+13.5%	COM	893641100
MCO	MOODYS CORP	6,000	$2.848M	3.3%	$393.01	+16.7%	COM	615369105
AMZN	AMAZON COM INC	11,000	$2.05M	2.4%	$140.18	+30.2%	COM	023135106
LLY	ELI LILLY & CO	2,000	$1.772M	2.0%	$421.70	+111.1%	COM	532457108
ORCL	ORACLE CORP	10,000	$1.704M	2.0%	$143.05	0.0%	COM	68389X105
RACE	FERRARI N V	3,500	$1.645M	1.9%	$201.19	+122.9%	COM	N3167Y103
DECK	DECKERS OUTDOOR CORP	10,000	$1.595M	1.8%	$130.55	+16.9%	COM	243537107
EMBJ	EMBRAER S.A.	25,000	$884K	1.0%	$35.37	—	SPONSORED ADS	29082A107
ADMA	ADMA BIOLOGICS INC	40,000	$800K	0.9%	$8.39	+85.4%	COM	000899104
RGEN	REPLIGEN CORP	5,000	$744K	0.9%	$158.49	-9.5%	COM	759916109
PHM	PULTE GROUP INC	5,000	$718K	0.8%	$125.75	0.0%	COM	745867101
CRUS	CIRRUS LOGIC INC	5,000	$621K	0.7%	$132.41	0.0%	COM	172755100