Miura Global Management’s Cheniere Energy LNG Stock Holding History

Miura Global Management’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,000	Closed	-$1.61M	–	27
2024 Q1	$1.61M	Sell	10,000 -20,000	-67%	-$3.22M	1.38%	22
2023 Q4	$5.12M	Sell	30,000 -5,000	-14%	-$859K	2.86%	14
2023 Q3	$5.81M	Buy	35,000 +5,000	+17%	+$807K	3.97%	11
2023 Q2	$4.57M	Sell	30,000 -5,000	-14%	-$740K	1.63%	16
2023 Q1	$5.52M	Sell	35,000 -35,000	-50%	-$5.28M	3.21%	16
2022 Q4	$10.5M	Sell	70,000 -3,000	-4%	-$502K	5.28%	10
2022 Q3	$12.1M	Buy	73,000 +3,000	+4%	+$455K	7.26%	3
2022 Q2	$9.31M	Sell	70,000 -12,000	-15%	-$1.63M	6.39%	7
2022 Q1	$11.4M	Buy	+82,000	New	+$9.96M	3.69%	8

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Miura Global Management's LNG Position: Q2 2024 in Review

Miura Global Management sold out of Cheniere Energy (LNG) in Q2 2024, closing a stake of 10,000 shares — an estimated $1.61M sold.

Miura Global Management first reported a position in LNG in Q1 2022 and held it in 9 quarters. The position peaked at $12.1M in Q3 2022. 989 funds tracked by Wall St. Rank hold LNG as of Q2 2024.

Miura Global Management reported no remaining Cheniere Energy position as of Q2 2024 after selling out during the quarter.
Miura Global Management sold 10,000 Cheniere Energy shares in Q2 2024, an estimated $1.61M.
Miura Global Management first reported a position in Cheniere Energy in Q1 2022 and held it in 9 quarters.
Miura Global Management's Cheniere Energy position peaked at $12.1M in Q3 2022.
989 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2024.

Based on Miura Global Management's 13F filing for Q2 2024, filed 14 Aug 2024.