Q4 2024 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2025-02-14 · accession 0001352272-25-000002
$91.7M
Reported value
26
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $13.5M | 14.7% | 32,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $11.7M | 12.8% | 20,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $8.1M | 8.79% | 60,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.9M | 5.35% | 5,500 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $4.2M | 4.58% | 47,000 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $4.0M | 4.32% | 25,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3.8M | 4.10% | 15,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $3.7M | 4.07% | 17,000 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $3.6M | 3.94% | 30,000 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $2.8M | 3.10% | 6,000 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $2.6M | 2.83% | 8,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $2.6M | 2.82% | 10,000 | Common | SOLE |
| 984245100 | YPF | YPF SOCIEDAD ANONIMA | $2.6M | 2.78% | 60,000 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $2.5M | 2.69% | 10,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $2.0M | 2.22% | 10,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $2.0M | 2.20% | 5,000 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $2.0M | 2.17% | 15,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $1.9M | 2.09% | 4,500 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $1.9M | 2.07% | 1,500 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $1.8M | 2.00% | 50,000 | Common | SOLE |
| 29084Q100 | EME | EMCOR GROUP INC | $1.8M | 1.98% | 4,000 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $1.8M | 1.96% | 170,000 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $1.7M | 1.87% | 3,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.7M | 1.83% | 7,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.7M | 1.82% | 10,000 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $857,500 | 0.94% | 50,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.