Miura Global Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Miura Global Management, LLC reported 22 stock positions worth $102.6 million. Its top holding was Microsoft (MSFT) at 15.3% of the portfolio, followed by Apple (AAPL, 10.3%) and Nvidia (NVDA, 8.4%). Compared with Q1 2024, it opened 5 new positions, sold out of 7, added to 3 and reduced 14. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from Arthur J Gallagher (AJG).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001352272
- Portfolio Value
- $102.6M (Q2 2024)
- SEC Filing
- 0001352272-24-000006 ↗ filed Aug 14, 2024
Holdings Value
Holdings 22 stocks · $102.6M
| MSFT Microsoft Corp. | 15.25% | 35,000 | $15.6M | Reduce -12.5% |
| AAPL Apple Inc. | 10.27% | 50,000 | $10.5M | New |
| NVDA Nvidia Corp. | 8.43% | 70,000 | $8.6M | Reduce -12.5% |
| BSX Boston Scientific Corp. | 8.26% | 110,000 | $8.5M | Reduce -4.3% |
| TDG Transdigm Group Inc. | 4.98% | 4,000 | $5.1M | Add +14.3% |
| LLY Eli Lilly & Co. | 4.86% | 5,500 | $5.0M | Reduce -21.4% |
| APPF Appfolio Inc. Class A | 4.29% | 18,000 | $4.4M | Reduce -28.0% |
| AMZN Amazon.com Inc. | 4.15% | 22,000 | $4.3M | Reduce -26.7% |
| QCOM Qualcomm Inc. | 4.08% | 21,000 | $4.2M | New |
| NFLX Netflix Inc. | 3.95% | 6,000 | $4.0M | Reduce -33.3% |
| META Meta Platforms Inc. Class A | 3.93% | 8,000 | $4.0M | Reduce -60.0% |
| NVT Nvent Electric PLC | 3.74% | 50,000 | $3.8M | Add +150.0% |
| EME Emcor Group Inc. | 3.56% | 10,000 | $3.7M | Reduce -28.6% |
| ADMA Adma Biologics Inc. | 3.27% | 300,000 | $3.4M | New |
| BUR Burford Capital Ltd. | 3.18% | 250,000 | $3.3M | Reduce -9.1% |
| RCL Royal Caribbean Cruises Ltd. | 3.11% | 20,000 | $3.2M | New |
| MCO Moody's Corp. | 2.71% | 6,600 | $2.8M | New |
| RACE Ferrari NV | 2.39% | 6,000 | $2.5M | Reduce -14.3% |
| DECK Deckers Outdoor Corp. | 1.89% | 2,000 | $1.9M | Reduce -20.0% |
| RGEN Repligen Corp. | 1.84% | 15,000 | $1.9M | Add +50.0% |
| DHR Danaher Corp. | 1.22% | 5,000 | $1.2M | Reduce -66.7% |
| SHOP Shopify Inc. Class A | 0.64% | 10,000 | $661K | Reduce -71.4% |
Portfolio Sells Q1 2024 → Q2 2024
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −4.80 |
| META Meta Platforms Inc. Class A | Reduce -60.0% | 3.93% | −4.35 |
| URI United Rentals Inc. | Sold out | 0.00% | −3.69 |
| V Visa Inc. Class A | Sold out | 0.00% | −3.57 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −3.33 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −2.67 |
| DHR Danaher Corp. | Reduce -66.7% | 1.22% | −1.98 |
| SHOP Shopify Inc. Class A | Reduce -71.4% | 0.64% | −1.66 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −1.38 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −1.31 |
| APPF Appfolio Inc. Class A | Reduce -28.0% | 4.29% | −0.97 |
| NFLX Netflix Inc. | Reduce -33.3% | 3.95% | −0.71 |
| EME Emcor Group Inc. | Reduce -28.6% | 3.56% | −0.62 |
| BUR Burford Capital Ltd. | Reduce -9.1% | 3.18% | −0.56 |
| AMZN Amazon.com Inc. | Reduce -26.7% | 4.15% | −0.47 |
| RACE Ferrari NV | Reduce -14.3% | 2.39% | −0.21 |
| DECK Deckers Outdoor Corp. | Reduce -20.0% | 1.89% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -21.4% | 4.86% | +0.21 |
| MSFT Microsoft Corp. | Reduce -12.5% | 15.25% | +0.90 |
| BSX Boston Scientific Corp. | Reduce -4.3% | 8.26% | +1.54 |
| NVDA Nvidia Corp. | Reduce -12.5% | 8.43% | +2.27 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | New | 10.27% | +10.27 |
| QCOM Qualcomm Inc. | New | 4.08% | +4.08 |
| ADMA Adma Biologics Inc. | New | 3.27% | +3.27 |
| RCL Royal Caribbean Cruises Ltd. | New | 3.11% | +3.11 |
| MCO Moody's Corp. | New | 2.71% | +2.71 |
| NVT Nvent Electric PLC | Add +150.0% | 3.74% | +2.45 |
| TDG Transdigm Group Inc. | Add +14.3% | 4.98% | +1.31 |
| RGEN Repligen Corp. | Add +50.0% | 1.84% | +0.28 |
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 |