Miura Global Management, LLC Portfolio Holdings

Miura Global Management, LLC

  • $66.8 Million
  • Q3 2025

Miura Global Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $66.8 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.2M, Microsoft Corp with a value of $10.4M, Meta Platforms, Inc. with a value of $9.18M, Wolverine World Wide Inc with a value of $7.82M, and Boston Scientific Corp with a value of $6.83M.

Examining the 13F form we can see an decrease of $21.7M in the current position value, from $88.5M to 66.8M.

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 $66.8 Million
Technology: $28.2 Million
Communication Services: $14.2 Million
Consumer Cyclical: $11 Million
Healthcare: $6.83 Million
Financial Services: $3.67 Million
Consumer Defensive: $1.62 Million
Industrials: $1.32 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$11.2 Million 16.77% of portfolio
60,000
Q3 2025 Reduced 40.0%
$3.78T
$10.4 Million 15.52% of portfolio
20,000
Q3 2025 Reduced 60.0%
$1.37T
$9.18 Million 13.75% of portfolio
12,500
Q3 2025 Reduced 30.56%
$1.22B
$7.82 Million 11.71% of portfolio
285,000
Q3 2025 New
$147B
$6.83 Million 10.24% of portfolio
70,000
Q3 2025 Added 250.0%
$102B
$4.3 Million 6.43% of portfolio
30,000
Q2 2025 Reduced 57.14%
$6B
$2.75 Million 4.12% of portfolio
40,000
Q3 2025 New
$39.1B
$2.58 Million 3.87% of portfolio
10,000
Q2 2025 New
$49.1B
$2.4 Million 3.59% of portfolio
2,000
Q3 2025 Reduced 42.86%
$593B
$2.32 Million 3.48% of portfolio
8,250
Q3 2025 New
$2.39T
$2.2 Million 3.29% of portfolio
10,000
Q3 2025 Reduced 50.0%
$237B
$1.62 Million 2.43% of portfolio
10,000
Q3 2025 Reduced 50.0%
$72.7B
$1.32 Million 1.97% of portfolio
1,000
Q3 2025 Reduced 60.0%
$76.2B
$970,000 1.45% of portfolio
2,000
Q3 2025 Reduced 33.33%
$2.72B
$916,000 1.37% of portfolio
20,000
Q3 2025 New
Reddit Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $66.8 Million
  • Prior Value $88.5 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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