Miura Global Management, LLC Portfolio Holdings

Miura Global Management, LLC

  • $85.4 Million
  • Q4 2024

Miura Global Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $85.4 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.5M, Meta Platforms, Inc. with a value of $11.8M, Nvidia Corp with a value of $8.06M, Netflix Inc with a value of $4.9M, and Boston Scientific Corp with a value of $4.2M.

Examining the 13F form we can see an increase of $2.23M in the current position value, from $83.1M to 85.4M.

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 $85.4 Million
Technology: $32 Million
Communication Services: $16.7 Million
Consumer Cyclical: $9.69 Million
Healthcare: $9.01 Million
Financial Services: $6.23 Million
Industrials: $5.55 Million
Consumer Defensive: $3.61 Million
Energy: $2.55 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.05T
$13.5 Million 15.8% of portfolio
32,000
Q4 2024 Added 6.67%
$1.61T
$11.8 Million 13.82% of portfolio
20,000
Q4 2024 Reduced 9.09%
$347B
$8.06 Million 9.44% of portfolio
60,000
Q4 2024 Reduced 14.29%
$461B
$4.9 Million 5.74% of portfolio
5,500
Q4 2024 Reduced 31.25%
$151B
$4.2 Million 4.92% of portfolio
47,000
Q4 2024 Reduced 41.25%
$16.4B
$3.96 Million 4.64% of portfolio
25,000
Q4 2024 New
$3.93T
$3.76 Million 4.4% of portfolio
15,000
Q4 2024 Reduced 50.0%
$2.31T
$3.73 Million 4.37% of portfolio
17,000
Q4 2024 Added 54.55%
$231B
$3.61 Million 4.23% of portfolio
30,000
Q3 2024 New
$95.2B
$2.84 Million 3.33% of portfolio
6,000
Q3 2024 Reduced 9.09%
$13.5B
$2.59 Million 3.04% of portfolio
8,000
Q4 2024 New
$14.6B
$2.55 Million 2.99% of portfolio
60,000
Q4 2024 New
$4.29B
$2.47 Million 2.89% of portfolio
10,000
Q4 2024 Reduced 47.37%
$4.13B
$2.03 Million 2.38% of portfolio
10,000
Q3 2024 Added 400.0%
$1.12T
$2.02 Million 2.37% of portfolio
5,000
Q4 2024 New
$92.2B
$1.91 Million 2.24% of portfolio
4,500
Q4 2024 Added 28.57%
$7.82B
$1.83 Million 2.15% of portfolio
50,000
Q4 2024 Added 100.0%
$20.7B
$1.82 Million 2.13% of portfolio
4,000
Q4 2024 Reduced 50.0%
$229B
$1.72 Million 2.01% of portfolio
3,000
Q4 2024 New
$821B
$1.68 Million 1.96% of portfolio
7,000
Q4 2024 New
$485B
$1.67 Million 1.95% of portfolio
10,000
Q3 2024 New
$3.18B
$857,000 1.0% of portfolio
50,000
Q4 2024 Added 25.0%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q4 2024 New
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$0 0.0% of portfolio
170,000
Q4 2024 Reduced 37.04%

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $85.4 Million
  • Prior Value $83.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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