Miura Global Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$103M
Signature - Title
Joseph Luca - Chief Financial Officer
Location
654 Madison Avenue, Suite 1109, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 22 $103M +$35.3M -$46.5M -$11.2M MSFT, AAPL, NVDA, BSX, TDG 13F-HR 8/14/2024, 10:16 AM
Q1 2024 24 $117M +$26.1M -$121M -$95.2M MSFT, META, BSX, NVDA, APPF 13F-HR 5/15/2024, 10:48 AM
Q4 2023 23 $179M +$47.8M -$34.3M +$13.5M MSFT, BSX, NET, NVDA, AMZN 13F-HR 2/14/2024, 11:05 AM
Q3 2023 19 $146M +$22.7M -$43.2M -$20.5M MSFT, META, NVDA, BSX, BUR 13F-HR 11/13/2023, 09:49 AM
Q2 2023 24 $173M +$41.1M -$64.5M -$23.4M MSFT, BSX, INMD, AJG, NVDA 13F-HR 8/14/2023, 02:28 PM
Q1 2023 18 $172M +$37.4M -$78.7M -$41.3M MSFT, BSX, INMD, NFLX, NVDA 13F-HR 5/15/2023, 02:03 PM
Q4 2022 18 $199M +$64.1M -$43M +$21.1M INMD, CPRI, NFLX, MSFT, RACE 13F-HR 2/14/2023, 12:57 PM
Q3 2022 18 $167M +$57.6M -$55.4M +$2.18M INMD, NFLX, LNG, MSFT, CTKB 13F-HR 11/14/2022, 03:04 PM
Q2 2022 16 $146M +$59M -$199M -$140M RGEN, CTKB, INMD, MSFT, RACE 13F-HR 8/15/2022, 11:04 AM
Q1 2022 27 $308M +$77.3M -$280M -$202M MSFT, CTKB, SCHW, RGEN, FCNCA 13F-HR 5/13/2022, 08:43 PM
Q4 2021 28 $590M +$144M -$173M -$29.1M MSFT, FCNCA, CTKB, SCHW, LUNG Restatement 2/16/2022, 04:11 PM
Q3 2021 27 $645M +$176M -$114M +$61.8M FCNCA, MSFT, CTKB, LUNG, DHR 13F-HR 11/15/2021, 12:47 PM
Q2 2021 30 $548M +$121M -$174M -$53.2M FCNCA, MSFT, INMD, ESTC, LPRO 13F-HR 8/13/2021, 08:24 PM
Q1 2021 31 $550M +$190M -$193M -$3.2M FCNCA, DIS, MSFT, TRIP, LPRO 13F-HR 5/17/2021, 02:17 PM
Q4 2020 44 $530M +$160M -$47M +$113M GDRX, FCNCA, INMD, NET, SE 13F-HR 2/12/2021, 04:17 PM
Q3 2020 41 $353M +$91.4M -$187M -$95.6M INMD, GDRX, CHTR, INSP, DECK 13F-HR 11/13/2020, 04:31 PM
Q2 2020 31 $379M +$82.7M -$199M -$116M CHTR, INMD, INSP, EDU, DECK 13F-HR 8/13/2020, 06:38 PM
Q1 2020 36 $386M +$115M -$262M -$147M INSP, MSFT, DECK, EDU, FIS 13F-HR 5/14/2020, 05:43 PM
Q4 2019 40 $582M +$190M -$241M -$50.7M EDU, V, INMD, FIS, SE 13F-HR 2/13/2020, 04:17 PM
Q3 2019 28 $568M +$185M -$244M -$58.9M ATUS, V, EDU, MSFT, DECK 13F-HR 11/13/2019, 07:57 PM
Q2 2019 25 $618M +$224M -$225M -$873K EDU, V, MSFT, ATUS, META 13F-HR 8/13/2019, 06:15 PM
Q1 2019 20 $584M +$302M -$172M +$130M SVMK, EDU, V, ATUS, CHTR 13F-HR 5/14/2019, 05:04 PM
Q4 2018 17 $392M +$141M -$245M -$104M V, CRM, MRK, BABA, PTC 13F-HR 2/13/2019, 07:47 PM
Q3 2018 21 $543M +$176M -$87.5M +$88.3M V, CRM, PTC, BABA, UNH 13F-HR 11/14/2018, 01:36 PM
Q2 2018 20 $424M +$153M -$265M -$112M PTC, CRM, UNH, V, ISRG 13F-HR 8/13/2018, 06:16 PM
Q1 2018 19 $502M +$249M -$110M +$139M UNH, PTC, IBKR, ASML, V 13F-HR 5/15/2018, 10:06 AM
Q4 2017 17 $344M +$124M -$176M -$52.4M V, IBKR, LW, UNH, CHTR 13F-HR 2/14/2018, 09:20 AM
Q3 2017 15 $383M +$53.4M -$160M -$106M BABA, V, META, ATUS, MTN 13F-HR 11/14/2017, 10:20 AM
Q2 2017 15 $456M +$212M -$305M -$92.8M BABA, META, ATUS, MTN, AXDX 13F-HR 8/14/2017, 10:55 AM
Q1 2017 17 $525M +$242M -$218M +$23.9M META, CHTR, BAC, ZEN, LW 13F-HR 5/15/2017, 10:05 AM
Q4 2016 16 $450M +$115M -$540M -$425M CHTR, ZEN, LBRDK, BAC, V 13F-HR 2/14/2017, 09:37 AM
Q3 2016 24 $906M +$248M -$328M -$79.8M LVNTA, STZ, AMZN, V, ATVI 13F-HR 11/14/2016, 01:07 PM
Q2 2016 23 $928M +$211M -$758M -$547M TLT, LVNTA, META, DLTR, CHTR 13F-HR 8/15/2016, 01:23 PM
Q1 2016 29 $1.45B +$532M -$763M -$231M LVNTA, TWC, TLT, CHTR, VIPS 13F-HR 5/16/2016, 01:35 PM
Q4 2015 28 $1.67B +$454M -$660M -$207M TWC, FLT, RH, CHTR, WWAV 13F-HR 2/16/2016, 01:18 PM
Q3 2015 25 $1.82B +$466M -$124M +$342M TWC, CHTR, JD, WWAV, RH 13F-HR 11/16/2015, 01:20 PM
Q2 2015 2 $66.9M $0 $0 CXRX, AYA New Holdings 8/19/2015, 03:30 PM
Q2 2015 25 $1.64B +$677M -$708M -$31.4M TWC, WWAV, DLTR, FLT, JD 13F-HR 8/14/2015, 01:18 PM
Q1 2015 23 $1.66B +$708M -$461M +$247M CHTR, KATE, RH, GRUB, DLTR 13F-HR 5/15/2015, 01:13 PM
Q4 2014 22 $1.33B +$236M -$220M +$15.8M RH, KATE, FLT, LBTYA, PCLN 13F-HR 2/17/2015, 10:36 AM
Q3 2014 22 $1.24B +$245M -$215M +$30.5M RH, KATE, TPX, FLT, LBTYA 13F-HR 11/14/2014, 09:38 AM
Q2 2014 24 $1.3B +$457M -$295M +$162M RH, KATE, FLT, TPX, CHTR 13F-HR 8/13/2014, 03:00 PM
Q1 2014 31 $1.05B +$435M -$346M +$88.3M KATE, RH, VIPS, FLT, CHTR 13F-HR 5/14/2014, 06:06 PM
Q4 2013 24 $925M $0 $0 FNP, RH, VIPS, FLT, FOXA 13F-HR 2/14/2014, 11:50 AM