Basic Stats
Portfolio Value $ 93,080,355
Current Positions 21
Latest Holdings, Performance, AUM (from 13F, 13D)

Miura Global Management, LLC has disclosed 21 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 93,080,355 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Miura Global Management, LLC’s top holdings are Microsoft Corporation (US:MSFT) , NVIDIA Corporation (US:NVDA) , Meta Platforms, Inc. (US:META) , Netflix, Inc. (US:NFLX) , and Amazon.com, Inc. (US:AMZN) . Miura Global Management, LLC’s new positions include Berkshire Hathaway Inc. (US:BRK.B) , Take-Two Interactive Software, Inc. (US:TTWO) , Rubrik, Inc. (US:RBRK) , CoreWeave, Inc. (US:CRWV) , and Birkenstock Holding plc (US:BIRK) .

Miura Global Management, LLC - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.05 24.87 26.7194 21.1546
0.10 15.80 16.9735 10.5470
0.02 13.29 14.2733 3.1661
0.01 2.43 2.6094 2.6094
0.01 2.43 2.6090 2.6090
0.02 1.79 1.9250 1.9250
0.01 0.98 1.0511 1.0511
0.01 0.74 0.7925 0.7925
0.10 0.52 0.5630 0.5630
0.01 0.52 0.5592 0.5592
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.02 3.64 3.9134 -9.0282
0.03 1.71 1.8342 -4.3296
0.02 2.15 2.3079 -3.6739
0.03 4.00 4.2958 -2.4746
0.00 4.69 5.0354 -1.8765
0.03 2.81 3.0177 -1.3011
0.00 3.80 4.0842 -1.0423
0.00 1.47 1.5817 -0.9555
0.05 0.87 0.9374 -0.4613
13F and Fund Filings

This form was filed on 2025-08-13 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
MSFT / Microsoft Corporation 0.05 400.00 24.87 562.67 26.7194 21.1546
NVDA / NVIDIA Corporation 0.10 150.00 15.80 264.45 16.9735 10.5470
META / Meta Platforms, Inc. 0.02 38.46 13.29 77.32 14.2733 3.1661
NFLX / Netflix, Inc. 0.00 -30.00 4.69 0.51 5.0354 -1.8765
AMZN / Amazon.com, Inc. 0.02 33.33 4.39 53.77 4.7140 0.4834
SE / Sea Limited - Depositary Receipt (Common Stock) 0.03 -28.57 4.00 -12.46 4.2958 -2.4746
TDG / TransDigm Group Incorporated 0.00 0.00 3.80 9.92 4.0842 -1.0423
PM / Philip Morris International Inc. 0.02 -63.64 3.64 -58.28 3.9134 -9.0282
HOOD / Robinhood Markets, Inc. 0.03 -57.14 2.81 -3.60 3.0177 -1.3011
BRK.B / Berkshire Hathaway Inc. 0.01 2.43 2.6094 2.6094
TTWO / Take-Two Interactive Software, Inc. 0.01 2.43 2.6090 2.6090
BSX / Boston Scientific Corporation 0.02 -50.00 2.15 -46.77 2.3079 -3.6739
RBRK / Rubrik, Inc. 0.02 1.79 1.9250 1.9250
ERJ / Embraer S.A. - Depositary Receipt (Common Stock) 0.03 -66.67 1.71 -58.95 1.8342 -4.3296
RACE / Ferrari N.V. 0.00 -25.00 1.47 -13.97 1.5817 -0.9555
CRWV / CoreWeave, Inc. 0.01 0.98 1.0511 1.0511
SPRY / ARS Pharmaceuticals, Inc. 0.05 -33.33 0.87 -7.53 0.9374 -0.4613
BIRK / Birkenstock Holding plc 0.01 0.74 0.7925 0.7925
AUR / Aurora Innovation, Inc. 0.10 0.52 0.5630 0.5630
ONON / On Holding AG 0.01 0.52 0.5592 0.5592
AEVA / Aeva Technologies, Inc. 0.01 0.19 0.2030 0.2030
NTRA / Natera, Inc. 0.00 -100.00 0.00 0.0000
PINS / Pinterest, Inc. 0.00 -100.00 0.00 0.0000
JPM / JPMorgan Chase & Co. 0.00 -100.00 0.00 0.0000
FLUT / Flutter Entertainment plc 0.00 -100.00 0.00 0.0000
SPY / SPDR S&P 500 ETF 0.00 -100.00 0.00 0.0000
AAPL / Apple Inc. 0.00 -100.00 0.00 0.0000
GOOGL / Alphabet Inc. 0.00 -100.00 0.00 0.0000
GS / The Goldman Sachs Group, Inc. 0.00 -100.00 0.00 0.0000