13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001352272-25-000004
Total Value
$67.5M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PHILIP MORRIS INTL INC | 718172109 | 55,000 | $8.7M | 12.94% |
| 2 | META PLATFORMS INC | META | 13,000 | $7.5M | 11.11% |
| 3 | NETFLIX INC | NFLX | 5,000 | $4.7M | 6.91% |
| 4 | SEA LTD | SE | 35,000 | $4.6M | 6.77% |
| 5 | NVIDIA CORPORATION | NVDA | 40,000 | $4.3M | 6.43% |
| 6 | EMBRAER S.A. | EMBJ | 90,000 | $4.2M | 6.16% |
| 7 | BOSTON SCIENTIFIC CORP | BSX | 40,000 | $4.0M | 5.98% |
| 8 | MICROSOFT CORP | MSFT | 10,000 | $3.8M | 5.56% |
| 9 | TRANSDIGM GROUP INC | TDG | 2,500 | $3.5M | 5.13% |
| 10 | ROBINHOOD MKTS INC | 770700102 | 70,000 | $2.9M | 4.32% |
| 11 | AMAZON COM INC | AMZN | 15,000 | $2.9M | 4.23% |
| 12 | SPDR S&P 500 ETF TR | SPY | 5,000 | $2.8M | 4.15% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 10,000 | $2.5M | 3.64% |
| 14 | PINTEREST INC | PINS | 75,000 | $2.3M | 3.45% |
| 15 | APPLE INC | AAPL | 8,000 | $1.8M | 2.63% |
| 16 | FERRARI N V | RACE | 4,000 | $1.7M | 2.54% |
| 17 | GOLDMAN SACHS GROUP INC | GSCE | 3,000 | $1.6M | 2.43% |
| 18 | NATERA INC | NTRA | 10,000 | $1.4M | 2.10% |
| 19 | ARS PHARMACEUTICALS INC | SPRY | 75,000 | $943,500 | 1.40% |
| 20 | ALPHABET INC | GOOG | 5,000 | $773,200 | 1.15% |
| 21 | FLUTTER ENTMT PLC | G3643J108 | 3,000 | $664,650 | 0.99% |