Miura Global Management, LLC Portfolio Holdings

Miura Global Management, LLC

  • $117 Million
  • Q1 2024

Miura Global Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $117 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.8M, Meta Platforms, Inc. with a value of $9.71M, Boston Scientific Corp with a value of $7.88M, Nvidia Corp with a value of $7.23M, and Appfolio Inc with a value of $6.17M.

Examining the 13F form we can see an decrease of $61.6M in the current position value, from $179M to 117M.

Miura Global Management, LLC is based out at New York, NY

Below you can find more details about Miura Global Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Million
Technology: $32.9 Million
Industrials: $19.7 Million
Healthcare: $18.9 Million
Financial Services: $18.1 Million
Communication Services: $15.2 Million
Consumer Cyclical: $10.8 Million
Energy: $1.61 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.33T
$16.8 Million 14.35% of portfolio
40,000
Q1 2024 Reduced 46.67%
$1.13T
$9.71 Million 8.28% of portfolio
20,000
Q1 2024 Reduced 33.33%
$110B
$7.88 Million 6.72% of portfolio
115,000
Q1 2024 Reduced 52.08%
$308B
$7.23 Million 6.16% of portfolio
8,000
Q1 2024 Reduced 66.67%
$4.93B
$6.17 Million 5.26% of portfolio
25,000
Q1 2024 New
$54.5B
$5.63 Million 4.8% of portfolio
22,500
Q1 2024 Reduced 35.71%
$300B
$5.47 Million 4.66% of portfolio
9,000
Q1 2024 Reduced 47.06%
$860B
$5.45 Million 4.64% of portfolio
7,000
Q1 2024 Reduced 56.25%
$1.97T
$5.41 Million 4.61% of portfolio
30,000
Q1 2024 Reduced 60.0%
$17.4B
$4.9 Million 4.18% of portfolio
14,000
Q1 2024 New
$2.86B
$4.39 Million 3.74% of portfolio
275,000
Q1 2024 Reduced 37.5%
$44.8B
$4.33 Million 3.69% of portfolio
6,000
Q1 2024 Added 17.65%
$69.3B
$4.31 Million 3.68% of portfolio
3,500
Q1 2024 New
$429B
$4.19 Million 3.57% of portfolio
15,000
Q1 2024 Reduced 54.55%
$11.1B
$3.91 Million 3.33% of portfolio
35,000
Q1 2024 New
$182B
$3.75 Million 3.19% of portfolio
15,000
Q1 2024 Reduced 25.0%
$74.6B
$3.05 Million 2.6% of portfolio
7,000
Q1 2024 Reduced 65.0%
$78.6B
$2.7 Million 2.3% of portfolio
35,000
Q1 2024 Reduced 30.0%
$25.7B
$2.35 Million 2.01% of portfolio
2,500
Q1 2024 Reduced 68.75%
$7B
$1.84 Million 1.57% of portfolio
10,000
Q1 2024 Reduced 60.0%
$43.7B
$1.61 Million 1.37% of portfolio
10,000
Q1 2024 Reduced 66.67%
$8.67B
$1.54 Million 1.31% of portfolio
15,000
Q1 2024 New
$12.8B
$1.51 Million 1.29% of portfolio
20,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $117 Million
  • Prior Value $179 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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