13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001352272-25-000002
Total Value
$91.7M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 32,000 | $13.5M | 14.72% |
| 2 | META PLATFORMS INC | META | 20,000 | $11.7M | 12.78% |
| 3 | NVIDIA CORPORATION | NVDA | 60,000 | $8.1M | 8.79% |
| 4 | NETFLIX INC | NFLX | 5,500 | $4.9M | 5.35% |
| 5 | BOSTON SCIENTIFIC CORP | BSX | 47,000 | $4.2M | 4.58% |
| 6 | NATERA INC | NTRA | 25,000 | $4.0M | 4.32% |
| 7 | APPLE INC | AAPL | 15,000 | $3.8M | 4.10% |
| 8 | AMAZON COM INC | AMZN | 17,000 | $3.7M | 4.07% |
| 9 | PHILIP MORRIS INTL INC | 718172109 | 30,000 | $3.6M | 3.94% |
| 10 | MOODYS CORP | MCO | 6,000 | $2.8M | 3.10% |
| 11 | DUOLINGO INC | DUOL | 8,000 | $2.6M | 2.83% |
| 12 | FLUTTER ENTMT PLC | G3643J108 | 10,000 | $2.6M | 2.82% |
| 13 | YPF SOCIEDAD ANONIMA | YPF | 60,000 | $2.6M | 2.78% |
| 14 | APPFOLIO INC | APPF | 10,000 | $2.5M | 2.69% |
| 15 | DECKERS OUTDOOR CORP | DECK | 10,000 | $2.0M | 2.22% |
| 16 | TESLA INC | TSLA | 5,000 | $2.0M | 2.20% |
| 17 | ASTERA LABS INC | ALAB | 15,000 | $2.0M | 2.17% |
| 18 | FERRARI N V | RACE | 4,500 | $1.9M | 2.09% |
| 19 | TRANSDIGM GROUP INC | TDG | 1,500 | $1.9M | 2.07% |
| 20 | EMBRAER S.A. | EMBJ | 50,000 | $1.8M | 2.00% |
| 21 | EMCOR GROUP INC | EME | 4,000 | $1.8M | 1.98% |
| 22 | ARS PHARMACEUTICALS INC | SPRY | 170,000 | $1.8M | 1.96% |
| 23 | GOLDMAN SACHS GROUP INC | GSCE | 3,000 | $1.7M | 1.87% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 7,000 | $1.7M | 1.83% |
| 25 | ORACLE CORP | ORCL-PD | 10,000 | $1.7M | 1.82% |
| 26 | ADMA BIOLOGICS INC | ADMA | 50,000 | $857,500 | 0.94% |