Q2 2025 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2025-08-13 · accession 0001352272-25-000012
$93.1M
Reported value
21
Positions
2025-06-30
Period end
The Brief · Miura Global Management, LLC · Q2 2025
AI · grounded in 13F
Miura Global Management, LLC established a new position in MSFT valued at $24.87M. The fund also initiated new stakes in NVDA for $15.8M and META for $13.29M. Other new additions include NFLX, AMZN, and SE.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $24.9M | 26.7% | 50,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $15.8M | 17.0% | 100,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $13.3M | 14.3% | 18,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.7M | 5.04% | 3,500 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $4.4M | 4.71% | 20,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $4.0M | 4.30% | 25,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $3.8M | 4.08% | 2,500 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $3.6M | 3.91% | 20,000 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $2.8M | 3.02% | 30,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 2.61% | 5,000 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.4M | 2.61% | 10,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $2.1M | 2.31% | 20,000 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $1.8M | 1.93% | 20,000 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $1.7M | 1.83% | 30,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $1.5M | 1.58% | 3,000 | Common | SOLE |
| 21873S108 | CRWV | COREWEAVE INC | $978,360 | 1.05% | 6,000 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $872,500 | 0.94% | 50,000 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $737,700 | 0.79% | 15,000 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $524,000 | 0.56% | 100,000 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $520,500 | 0.56% | 10,000 | Common | SOLE |
| 00835Q202 | AEVA | AEVA TECHNOLOGIES INC | $188,950 | 0.20% | 5,000 | 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.