Miura Global Management, LLC Portfolio Holdings

Miura Global Management, LLC

  • $88.5 Million
  • Q2 2025

Miura Global Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $88.5 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $24.9M, Nvidia Corp with a value of $15.8M, Meta Platforms, Inc. with a value of $13.3M, Netflix Inc with a value of $4.69M, and Amazon Com Inc with a value of $4.39M.

Examining the 13F form we can see an increase of $22.7M in the current position value, from $65.8M to 88.5M.

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 $88.5 Million
Technology: $44 Million
Communication Services: $20.4 Million
Consumer Cyclical: $10.4 Million
Industrials: $5.51 Million
Consumer Defensive: $3.64 Million
Financial Services: $2.43 Million
Healthcare: $2.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$24.9 Million 28.1% of portfolio
50,000
Q2 2025 Added 400.0%
$456B
$15.8 Million 17.85% of portfolio
100,000
Q2 2025 Added 150.0%
$1.78T
$13.3 Million 15.01% of portfolio
18,000
Q2 2025 Added 38.46%
$545B
$4.69 Million 5.29% of portfolio
3,500
Q2 2025 Reduced 30.0%
$2.26T
$4.39 Million 4.96% of portfolio
20,000
Q2 2025 Added 33.33%
$97.8B
$4 Million 4.52% of portfolio
25,000
Q2 2025 Reduced 28.57%
$76.5B
$3.8 Million 4.29% of portfolio
2,500
Q1 2025 Added 66.67%
$261B
$3.64 Million 4.12% of portfolio
20,000
Q2 2025 Reduced 63.64%
$95.5B
$2.81 Million 3.17% of portfolio
30,000
Q2 2025 Reduced 57.14%
$621B
$2.43 Million 2.74% of portfolio
5,000
Q2 2025 New
$38.7B
$2.43 Million 2.74% of portfolio
10,000
Q2 2025 New
$147B
$2.15 Million 2.43% of portfolio
20,000
Q2 2025 Reduced 50.0%
$10.8B
$1.71 Million 1.93% of portfolio
30,000
Q2 2025 Reduced 66.67%
$81.5B
$1.47 Million 1.66% of portfolio
3,000
Q2 2025 Reduced 25.0%
$4.61B
$524,000 0.59% of portfolio
100,000
Q2 2025 New
$14B
$520,000 0.59% of portfolio
10,000
Q2 2025 New
Rubrik Inc.
-
$0 0.0% of portfolio
-
Q2 2025 New
Coreweave Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Birkenstock Holding PLC
-
$0 0.0% of portfolio
-
Q2 2025 New
Aeva Technologies Inc
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $88.5 Million
  • Prior Value $65.8 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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