Miura Global Management, LLC Portfolio Holdings

Miura Global Management, LLC

  • $65.8 Million
  • Q1 2025

Miura Global Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $65.8 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $8.73M, Meta Platforms, Inc. with a value of $7.49M, Netflix Inc with a value of $4.66M, Sea LTD with a value of $4.57M, and Nvidia Corp with a value of $4.34M.

Examining the 13F form we can see an decrease of $19.5M in the current position value, from $85.4M to 65.8M.

Miura Global Management, LLC is based out at New York, NY

Below you can find more details about Miura Global Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $65.8 Million
Communication Services: $15.3 Million
Technology: $12.8 Million
Consumer Cyclical: $9.13 Million
Consumer Defensive: $8.73 Million
Industrials: $7.62 Million
Healthcare: $5.45 Million
Financial Services: $4.09 Million
ETFs: $2.8 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$286B
$8.73 Million 13.26% of portfolio
55,000
Q1 2025 Added 83.33%
$1.6T
$7.49 Million 11.38% of portfolio
13,000
Q1 2025 Reduced 35.0%
$569B
$4.66 Million 7.08% of portfolio
5,000
Q1 2025 Reduced 9.09%
$88.9B
$4.57 Million 6.94% of portfolio
35,000
Q1 2025 New
$369B
$4.34 Million 6.58% of portfolio
40,000
Q1 2025 Reduced 33.33%
$9.78B
$4.16 Million 6.32% of portfolio
90,000
Q1 2025 Added 80.0%
$149B
$4.04 Million 6.13% of portfolio
40,000
Q1 2025 Reduced 14.89%
$3.65T
$3.75 Million 5.7% of portfolio
10,000
Q1 2025 Reduced 68.75%
$79.9B
$3.46 Million 5.25% of portfolio
2,500
Q1 2025 Added 66.67%
$68.5B
$2.91 Million 4.42% of portfolio
70,000
Q1 2025 New
$2.17T
$2.85 Million 4.33% of portfolio
15,000
Q1 2025 Reduced 11.76%
$0
$2.8 Million 4.25% of portfolio
5,000
Q1 2025 New
$825B
$2.45 Million 3.73% of portfolio
10,000
Q1 2025 Added 42.86%
$21B
$2.33 Million 3.53% of portfolio
75,000
Q1 2025 New
$3.22T
$1.78 Million 2.7% of portfolio
8,000
Q1 2025 Reduced 46.67%
$86.3B
$1.71 Million 2.6% of portfolio
4,000
Q1 2025 Reduced 11.11%
$16.7B
$1.41 Million 2.15% of portfolio
10,000
Q1 2025 Reduced 60.0%
$996B
$773,000 1.17% of portfolio
5,000
Q1 2025 New
$0
$0 0.0% of portfolio
75,000
Q1 2025 Reduced 55.88%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 70.0%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $65.8 Million
  • Prior Value $85.4 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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