Miura Global Management, LLC Portfolio Holdings by Sector

Miura Global Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT HOOD 2 stocks	$27,678 31.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$15,799 17.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$13,285 15.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN SE 2 stocks	$8,385 9.47% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG ERJ 2 stocks	$5,508 6.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$4,686 5.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$3,642 4.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,428 2.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$2,428 2.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX 1 stocks	$2,148 2.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$1,472 1.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$524 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$520 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare SBTX 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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