Miura Global Management, LLC Portfolio Holdings by Sector
Miura Global Management, LLC
- $83.1 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$14,609
17.57% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$12,593
15.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA CRUS 2 stocks |
$9,121
10.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,987
8.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$6,704
8.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$5,674
6.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
APPF 1 stocks |
$4,468
5.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TDG ERJ 2 stocks |
$3,738
4.5% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$3,641
4.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
EME 1 stocks |
$3,444
4.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
$2,846
3.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,049
2.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$1,771
2.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$1,645
1.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$1,594
1.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ADMA SBTX 2 stocks |
$799
0.96% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RGEN 1 stocks |
$744
0.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$717
0.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|