Miura Global Management, LLC 13F Holdings

CIK 0001352272 · New York, NY

As of Sep 30, 2025, Miura Global Management, LLC reported 16 positions worth $67.9M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology60,000 1.2M16.48%
MICROSOFT CORPMSFTTechnology20,000 0.4M15.25%
META PLATFORMS INCMETACommunication Services12,500$9.2M13.51%
WOLVERINE WORLD WIDE INCWWWConsumer Cyclical285,000$7.8M11.51%
BOSTON SCIENTIFIC CORPBSXHealthcare70,000$6.8M10.06%
ROBINHOOD MARKETS INC - AHOODEquity30,000$4.3M6.32%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services40,000$2.8M4.05%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services10,000$2.6M3.80%
NETFLIX INCNFLXCommunication Services2,000$2.4M3.53%
ORACLE CORPORCLTechnology8,250$2.3M3.42%
AMAZON.COM INCAMZNEquity10,000$2.2M3.23%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive10,000 .6M2.39%
TRANSDIGM GROUP INCTDGIndustrials1,000 .3M1.94%
REDDIT INCRDDTCommunication Services5,000 .1M1.69%
FERRARI NVRACEConsumer Cyclical2,000$970.4K1.43%
IREN LTDIRENFinancial Services20,000$938.6K1.38%