13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001352272-25-000012
Total Value
$93.1M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 50,000 | $24.9M | 26.72% |
| 2 | NVIDIA CORPORATION | NVDA | 100,000 | $15.8M | 16.97% |
| 3 | META PLATFORMS INC | META | 18,000 | $13.3M | 14.27% |
| 4 | NETFLIX INC | NFLX | 3,500 | $4.7M | 5.04% |
| 5 | AMAZON COM INC | AMZN | 20,000 | $4.4M | 4.71% |
| 6 | SEA LTD | SE | 25,000 | $4.0M | 4.30% |
| 7 | TRANSDIGM GROUP INC | TDG | 2,500 | $3.8M | 4.08% |
| 8 | PHILIP MORRIS INTL INC | 718172109 | 20,000 | $3.6M | 3.91% |
| 9 | ROBINHOOD MKTS INC | 770700102 | 30,000 | $2.8M | 3.02% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,000 | $2.4M | 2.61% |
| 11 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 10,000 | $2.4M | 2.61% |
| 12 | BOSTON SCIENTIFIC CORP | BSX | 20,000 | $2.1M | 2.31% |
| 13 | RUBRIK INC. | RBRK | 20,000 | $1.8M | 1.93% |
| 14 | EMBRAER S.A. | EMBJ | 30,000 | $1.7M | 1.83% |
| 15 | FERRARI N V | RACE | 3,000 | $1.5M | 1.58% |
| 16 | COREWEAVE INC | CRWV | 6,000 | $978,360 | 1.05% |
| 17 | ARS PHARMACEUTICALS INC | SPRY | 50,000 | $872,500 | 0.94% |
| 18 | BIRKENSTOCK HOLDING PLC | BIRK | 15,000 | $737,700 | 0.79% |
| 19 | AURORA INNOVATION INC | AUROW | 100,000 | $524,000 | 0.56% |
| 20 | ON HLDG AG | H5919C104 | 10,000 | $520,500 | 0.56% |
| 21 | AEVA TECHNOLOGIES INC | AEVA | 5,000 | $188,950 | 0.20% |