Q3 2025 · 13F-HR
Miura Global Management, LLCholdings as filed
Filed 2025-11-12 · accession 0001352272-25-000017
$67.9M
Reported value
16
Positions
2025-09-30
Period end
The Brief · Miura Global Management, LLC · Q3 2025
AI · grounded in 13F
Miura Global Management, LLC established a new position in NVDA valued at $11.19M. The fund also initiated new stakes in MSFT for $10.36M and META for $9.18M. Other new additions include WWW at $7.82M and BSX at $6.83M. The fund ended the period with 16 positions and total AUM of $67.93M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.2M | 16.5% | 60,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.4M | 15.2% | 20,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $9.2M | 13.5% | 12,500 | Common | SOLE |
| 978097103 | WWW | WOLVERINE WORLD WIDE INC | $7.8M | 11.5% | 285,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $6.8M | 10.1% | 70,000 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $4.3M | 6.32% | 30,000 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $2.8M | 4.05% | 40,000 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.6M | 3.80% | 10,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $2.4M | 3.53% | 2,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $2.3M | 3.42% | 8,250 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $2.2M | 3.23% | 10,000 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $1.6M | 2.39% | 10,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $1.3M | 1.94% | 1,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $1.1M | 1.69% | 5,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $970,440 | 1.43% | 2,000 | Common | SOLE |
| Q4982L109 | IREN | IREN LIMITED | $938,600 | 1.38% | 20,000 | 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.