Miura Global Management, LLC Top Holdings and 13F Report (2024) About Miura Global Management, LLCInvestment ActivityMiura Global Management, LLC has $87.08 million in total holdings as of September 30, 2024.Miura Global Management, LLC owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 25.76% of the portfolio was purchased this quarter.About 49.05% of the portfolio was sold this quarter.This quarter, Miura Global Management, LLC has purchased 22 new stocks and bought additional shares in 4 stocks.Miura Global Management, LLC sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $12,909,000Meta Platforms $12,593,680NVIDIA $8,500,800Apple $6,990,000Boston Scientific $6,704,000 Largest New Holdings this Quarter ARS Pharmaceuticals $3,915,000 HoldingPhilip Morris International $3,642,000 HoldingOracle $1,704,000 HoldingEmbraer $884,250 HoldingPulteGroup $717,650 Holding Largest Purchases this Quarter Meta Platforms 14,000 shares (about $8.01M)ARS Pharmaceuticals 270,000 shares (about $3.92M)Philip Morris International 30,000 shares (about $3.64M)Oracle 10,000 shares (about $1.70M)Netflix 2,000 shares (about $1.42M) Largest Sales this Quarter ADMA Biologics 260,000 shares (about $5.20M)Apple 20,000 shares (about $4.66M)Eli Lilly and Company 3,500 shares (about $3.10M)TransDigm Group 2,000 shares (about $2.85M)Boston Scientific 30,000 shares (about $2.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMiura Global Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$12,909,000$2,151,500 ▼-14.3%30,00014.8%Computer and TechnologyMETAMeta Platforms$12,593,680$8,014,160 ▲175.0%22,00014.5%Computer and TechnologyNVDANVIDIA$8,500,8000.0%70,0009.8%Computer and TechnologyAAPLApple$6,990,000$4,660,000 ▼-40.0%30,0008.0%Computer and TechnologyBSXBoston Scientific$6,704,000$2,514,000 ▼-27.3%80,0007.7%MedicalNFLXNetflix$5,674,160$1,418,540 ▲33.3%8,0006.5%Consumer DiscretionaryAPPFAppFolio$4,472,600$235,400 ▲5.6%19,0005.1%Computer and TechnologySPRYARS Pharmaceuticals$3,915,000$3,915,000 ▲New Holding270,0004.5%MedicalPMPhilip Morris International$3,642,000$3,642,000 ▲New Holding30,0004.2%Consumer StaplesEMEEMCOR Group$3,444,240$861,060 ▼-20.0%8,0004.0%ConstructionTDGTransDigm Group$2,854,260$2,854,260 ▼-50.0%2,0003.3%AerospaceMCOMoody's$2,847,540$284,754 ▼-9.1%6,0003.3%FinanceAMZNAmazon.com$2,049,630$2,049,630 ▼-50.0%11,0002.4%Retail/WholesaleLLYEli Lilly and Company$1,771,880$3,100,790 ▼-63.6%2,0002.0%MedicalORCLOracle$1,704,000$1,704,000 ▲New Holding10,0002.0%Computer and TechnologyRACEFerrari$1,645,385$1,175,275 ▼-41.7%3,5001.9%Auto/Tires/TrucksDECKDeckers Outdoor$1,594,500$1,275,600 ▲400.0%10,0001.8%Retail/WholesaleERJEmbraer$884,250$884,250 ▲New Holding25,0001.0%AerospaceADMAADMA Biologics$799,600$5,197,400 ▼-86.7%40,0000.9%MedicalRGENRepligen$744,100$1,488,200 ▼-66.7%5,0000.9%MedicalPHMPulteGroup$717,650$717,650 ▲New Holding5,0000.8%ConstructionCRUSCirrus Logic$621,050$621,050 ▲New Holding5,0000.7%Computer and TechnologyQCOMQUALCOMM$0$4,182,780 ▼-100.0%00.0%Computer and TechnologyNVTnVent Electric$0$3,830,500 ▼-100.0%00.0%Computer and TechnologyBURBurford Capital$0$3,262,500 ▼-100.0%00.0%FinanceRCLRoyal Caribbean Cruises$0$3,188,600 ▼-100.0%00.0%Consumer DiscretionaryDHRDanaher$0$1,249,250 ▼-100.0%00.0%Multi-Sector ConglomeratesSHOPShopify$0$660,500 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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