Q1 2025 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001352272-25-000004
$67.5M
Reported value
21
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 718172109 | PM | PHILIP MORRIS INTL INC | $8.7M | 12.9% | 55,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $7.5M | 11.1% | 13,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.7M | 6.91% | 5,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $4.6M | 6.77% | 35,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.3M | 6.43% | 40,000 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $4.2M | 6.16% | 90,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $4.0M | 5.98% | 40,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $3.8M | 5.56% | 10,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $3.5M | 5.13% | 2,500 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $2.9M | 4.32% | 70,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $2.9M | 4.23% | 15,000 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.8M | 4.15% | 5,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $2.5M | 3.64% | 10,000 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $2.3M | 3.45% | 75,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.8M | 2.63% | 8,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $1.7M | 2.54% | 4,000 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $1.6M | 2.43% | 3,000 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $1.4M | 2.10% | 10,000 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $943,500 | 1.40% | 75,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $773,200 | 1.15% | 5,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $664,650 | 0.99% | 3,000 | 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.