13F HOLDINGS REPORT
Miura Global Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001352272-26-000003
Total Value
$197.7M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 177,500 | $109.0M | 55.14% |
| 2 | NVIDIA CORPORATION | NVDA | 75,000 | $14.0M | 7.07% |
| 3 | ORACLE CORP | ORCL-PD | 61,800 | $12.1M | 6.14% |
| 4 | META PLATFORMS INC | META | 18,000 | $11.9M | 6.01% |
| 5 | MICROSOFT CORP | MSFT | 20,000 | $9.7M | 4.89% |
| 6 | NVIDIA CORPORATION | NVDA | 36,000 | $6.7M | 3.40% |
| 7 | AMAZON COM INC | AMZN | 27,000 | $6.2M | 3.15% |
| 8 | BOSTON SCIENTIFIC CORP | BSX | 55,000 | $5.2M | 2.65% |
| 9 | ALPHABET INC | GOOG | 15,000 | $4.7M | 2.37% |
| 10 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 15,000 | $3.8M | 1.94% |
| 11 | REDDIT INC | RDDT | 15,000 | $3.4M | 1.74% |
| 12 | WOLVERINE WORLD WIDE INC | WWW | 150,000 | $2.7M | 1.38% |
| 13 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 40,000 | $2.6M | 1.30% |
| 14 | ROBINHOOD MKTS INC | 770700102 | 15,000 | $1.7M | 0.86% |
| 15 | FERRARI N V | RACE | 4,000 | $1.5M | 0.75% |
| 16 | WARNER BROS DISCOVERY INC | WBD | 50,000 | $1.4M | 0.73% |
| 17 | NETFLIX INC | NFLX | 10,000 | $937,600 | 0.47% |