13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001352272-25-000017
Total Value
$67.9M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 60,000 | $11.2M | 16.48% |
| 2 | MICROSOFT CORP | MSFT | 20,000 | $10.4M | 15.25% |
| 3 | META PLATFORMS INC | META | 12,500 | $9.2M | 13.51% |
| 4 | WOLVERINE WORLD WIDE INC | WWW | 285,000 | $7.8M | 11.51% |
| 5 | BOSTON SCIENTIFIC CORP | BSX | 70,000 | $6.8M | 10.06% |
| 6 | ROBINHOOD MKTS INC | 770700102 | 30,000 | $4.3M | 6.32% |
| 7 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 40,000 | $2.8M | 4.05% |
| 8 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 10,000 | $2.6M | 3.80% |
| 9 | NETFLIX INC | NFLX | 2,000 | $2.4M | 3.53% |
| 10 | ORACLE CORP | ORCL-PD | 8,250 | $2.3M | 3.42% |
| 11 | AMAZON COM INC | AMZN | 10,000 | $2.2M | 3.23% |
| 12 | PHILIP MORRIS INTL INC | 718172109 | 10,000 | $1.6M | 2.39% |
| 13 | TRANSDIGM GROUP INC | TDG | 1,000 | $1.3M | 1.94% |
| 14 | REDDIT INC | RDDT | 5,000 | $1.1M | 1.69% |
| 15 | FERRARI N V | RACE | 2,000 | $970,440 | 1.43% |
| 16 | IREN LIMITED | IREN | 20,000 | $938,600 | 1.38% |