Miura Global Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Miura Global Management, LLC reported 24 stock positions worth $117.3 million. Its top holding was Microsoft (MSFT) at 14.4% of the portfolio, followed by Meta Platforms Class A (META, 8.3%) and Boston Scientific (BSX, 6.7%). Compared with Q4 2023, it opened 7 new positions, sold out of 6, added to 1 and reduced 16. The biggest buy was a new position in Appfolio Class A (APPF) and the biggest sale an exit from Cloudflare Class A (NET).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001352272
- Portfolio Value
- $117.3M (Q1 2024)
- SEC Filing
- 0001352272-24-000004 ↗ filed May 15, 2024
Holdings Value
Holdings 24 stocks · $117.3M
| MSFT Microsoft Corp. | 14.35% | 40,000 | $16.8M | Reduce -46.7% |
| META Meta Platforms Inc. Class A | 8.28% | 20,000 | $9.7M | Reduce -33.3% |
| BSX Boston Scientific Corp. | 6.72% | 115,000 | $7.9M | Reduce -52.1% |
| NVDA Nvidia Corp. | 6.16% | 8,000 | $7.2M | Reduce -66.7% |
| APPF Appfolio Inc. Class A | 5.26% | 25,000 | $6.2M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.80% | 22,500 | $5.6M | Reduce -35.7% |
| NFLX Netflix Inc. | 4.66% | 9,000 | $5.5M | Reduce -47.1% |
| LLY Eli Lilly & Co. | 4.64% | 7,000 | $5.4M | Reduce -56.3% |
| AMZN Amazon.com Inc. | 4.61% | 30,000 | $5.4M | Reduce -60.0% |
| EME Emcor Group Inc. | 4.18% | 14,000 | $4.9M | New |
| BUR Burford Capital Ltd. | 3.75% | 275,000 | $4.4M | Reduce -37.5% |
| URI United Rentals Inc. | 3.69% | 6,000 | $4.3M | Add +17.6% |
| TDG Transdigm Group Inc. | 3.68% | 3,500 | $4.3M | New |
| V Visa Inc. Class A | 3.57% | 15,000 | $4.2M | Reduce -54.5% |
| IBKR Interactive Brokers Gro Class A | 3.33% | 35,000 | $3.9M | New |
| DHR Danaher Corp. | 3.19% | 15,000 | $3.7M | Reduce -25.0% |
| ETN Eaton Corp. PLC | 2.67% | 10,000 | $3.1M | New |
| RACE Ferrari NV | 2.60% | 7,000 | $3.1M | Reduce -65.0% |
| SHOP Shopify Inc. Class A | 2.30% | 35,000 | $2.7M | Reduce -30.0% |
| DECK Deckers Outdoor Corp. | 2.01% | 2,500 | $2.4M | Reduce -68.8% |
| RGEN Repligen Corp. | 1.57% | 10,000 | $1.8M | Reduce -60.0% |
| LNG Cheniere Energy Inc. | 1.38% | 10,000 | $1.6M | Reduce -66.7% |
| BWXT BWX Technologies Inc. | 1.31% | 15,000 | $1.5M | New |
| NVT Nvent Electric PLC | 1.29% | 20,000 | $1.5M | New |
Portfolio Sells Q4 2023 → Q1 2024
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −7.68 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −2.23 |
| AMZN Amazon.com Inc. | Reduce -60.0% | 4.61% | −1.76 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −1.71 |
| PCAR Paccar Inc. | Sold out | 0.00% | −1.64 |
| IPAR Interparfums Inc. | Sold out | 0.00% | −1.61 |
| LNG Cheniere Energy Inc. | Reduce -66.7% | 1.38% | −1.49 |
| MSFT Microsoft Corp. | Reduce -46.7% | 14.35% | −1.42 |
| V Visa Inc. Class A | Reduce -54.5% | 3.57% | −1.23 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −1.21 |
| RACE Ferrari NV | Reduce -65.0% | 2.60% | −1.18 |
| BSX Boston Scientific Corp. | Reduce -52.1% | 6.72% | −1.04 |
| DECK Deckers Outdoor Corp. | Reduce -68.8% | 2.01% | −0.98 |
| RGEN Repligen Corp. | Reduce -60.0% | 1.57% | −0.94 |
| LLY Eli Lilly & Co. | Reduce -56.3% | 4.64% | −0.57 |
| NVDA Nvidia Corp. | Reduce -66.7% | 6.16% | −0.48 |
| BUR Burford Capital Ltd. | Reduce -37.5% | 3.75% | −0.09 |
| NFLX Netflix Inc. | Reduce -47.1% | 4.66% | +0.03 |
| SHOP Shopify Inc. Class A | Reduce -30.0% | 2.30% | +0.13 |
| AJG Arthur J Gallagher & Co. | Reduce -35.7% | 4.80% | +0.40 |
| DHR Danaher Corp. | Reduce -25.0% | 3.19% | +0.61 |
| META Meta Platforms Inc. Class A | Reduce -33.3% | 8.28% | +2.34 |
Portfolio Buys Q4 2023 → Q1 2024
| APPF Appfolio Inc. Class A | New | 5.26% | +5.26 |
| EME Emcor Group Inc. | New | 4.18% | +4.18 |
| TDG Transdigm Group Inc. | New | 3.68% | +3.68 |
| IBKR Interactive Brokers Gro Class A | New | 3.33% | +3.33 |
| ETN Eaton Corp. PLC | New | 2.67% | +2.67 |
| URI United Rentals Inc. | Add +17.6% | 3.69% | +2.05 |
| BWXT BWX Technologies Inc. | New | 1.31% | +1.31 |
| NVT Nvent Electric PLC | New | 1.29% | +1.29 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $25.2M | NVDA, SAN, TSM, MU, GOOGL |
| Q1 2026 | 13 | $18.7M | MSFT, MU, NVDA, TSM, IBKR |
| Q4 2025 | 13 | $59.9M | META, MSFT, NVDA, AMZN, BSX |
| Q3 2025 | 16 | $67.9M | NVDA, MSFT, META, WWW, BSX |
| Q2 2025 | 21 | $93.1M | MSFT, NVDA, META, NFLX, AMZN |
| Q1 2025 | 21 | $67.5M | PM, META, NFLX, SE, NVDA |
| Q4 2024 | 26 | $91.7M | MSFT, META, NVDA, NFLX, BSX |
| Q3 2024 | 22 | $87.1M | MSFT, META, NVDA, AAPL, BSX |
| Q2 2024 | 22 | $102.6M | MSFT, AAPL, NVDA, BSX, TDG |
| Q1 2024 | 24 | $117.3M | MSFT, META, BSX, NVDA, APPF |