Miura Global Management, LLC [Rocket]

Holdings

Miura Global Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
INVESCO QQQ TRUST, SERIES 1	QQQ	UNIT SER 1	290,000	290,000	107,131,800,000	107,131,800,000	38.29		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	100,000	0	34,054,000,000	5,224,000,000	12.17	0.00	Hist	06/30/2023
BOSTON SCIENTIFIC CORP	BSX	Common	270,000	-100,000	14,604,300,000	-3,906,800,000	5.22	0.02	Hist	06/30/2023
InMode Ltd.		Common	300,000	-185,000	11,205,000,000	-4,295,600,000	4.01	0.36	Hist	06/30/2023
Arthur J. Gallagher & Co.	AJG	Common	50,000	20,000	10,978,500,000	5,239,200,000	3.92	0.02	Hist	06/30/2023
NVIDIA CORP	NVDA	Common	22,500	-12,500	9,517,950,000	-204,000,000	3.40	0.00	Hist	06/30/2023
Burford Capital Ltd	BUR	Common	775,000	775,000	9,439,500,000	9,439,500,000	3.37	0.35	Hist	06/30/2023
Ferrari N.V.	RACE	COM	27,000	-3,000	8,780,670,000	652,470,000	3.14	0.01	Hist	06/30/2023
Cloudflare, Inc.	NET	Common	125,000	-25,000	8,171,250,000	-1,077,750,000	2.92		Hist	06/30/2023
PROLOGIS	PLD	Common Stock	65,000	65,000	7,970,950,000	7,970,950,000	2.85		Hist	06/30/2023
DECKERS OUTDOOR CORP	DECK	Common	15,000	3,000	7,914,900,000	2,520,300,000	2.83	0.06	Hist	06/30/2023
ELI LILLY & Co	LLY	Common	15,000	15,000	7,034,700,000	7,034,700,000	2.51	0.00	Hist	06/30/2023
Energy Recovery, Inc.	ERII	COM	250,000	-50,000	6,987,500,000	72,500,000	2.50	0.44	Hist	06/30/2023
NETFLIX INC	NFLX	Common	13,000	-24,500	5,726,370,000	-7,229,130,000	2.05	0.00	Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	50,000	50,000	5,695,500,000	5,695,500,000	2.04	0.00	Hist	06/30/2023
Cheniere Energy, Inc.	LNG	Common	30,000	-5,000	4,570,800,000	-945,200,000	1.63		Hist	06/30/2023
DANAHER CORP /DE/	DHR	Common	15,000	-14,000	3,600,000,000	-3,709,160,000	1.29	0.00	Hist	06/30/2023
VISA INC.	V	CL A	15,000	-25,000	3,562,200,000	-5,456,200,000	1.27		Hist	06/30/2023
Cytek Biosciences, Inc.	CTKB	Common	380,591	-55,309	3,250,247,000	-755,674,000	1.16	0.28	Hist	06/30/2023
Inspire Medical Systems, Inc.	INSP	Common	8,000	-16,000	2,597,120,000	-3,020,560,000	0.93		Hist	06/30/2023
REPLIGEN CORP	RGEN	COM	14,000	-32,000	1,980,440,000	-5,764,120,000	0.71	0.03	Hist	06/30/2023
Marvell Technology, Inc.	MRVL	COMMON STOCK	30,000	30,000	1,793,400,000	1,793,400,000	0.64	0.00	Hist	06/30/2023
SYNOPSYS INC	SNPS	Common	2,600	2,600	1,132,066,000	1,132,066,000	0.40	0.00	Hist	06/30/2023
CADENCE DESIGN SYSTEMS INC	CDNS	Common	4,600	4,600	1,078,792,000	1,078,792,000	0.39		Hist	06/30/2023
ADOBE INC.	ADBE	Common	2,000	2,000	977,980,000	977,980,000	0.35	0.00	Hist	06/30/2023
Option Care Health, Inc.	OPCH	COM	0	-180,000	0	-5,718,600,000	0.00	0.00	Hist	06/30/2023
DEXCOM INC	DXCM	COM	0	-52,500	0	-6,099,450,000	0.00	0.00	Hist	06/30/2023