Miura Global Management, LLC

13F filer, CIK 1352272, New York, NY

Miura Global Management, LLC reported $91,658,570 across 26 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 65.73% of the portfolio.

Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001352272-25-000002

Period: 2024-12-31
Reported value: $91.7M
Holdings: 26
Top 10 weight: 65.73%
New: 8
Sold out: 4

Largest buys vs the previous quarter

Security	Shares change	Approx. value
NTRAnew	+25,000	$3.96M
DUOLnew	+8,000	$2.59M
FLUTnew	+10,000	$2.58M
YPFnew	+60,000	$2.55M
TSLAnew	+5,000	$2.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AAPLreduced	-15,000	-$3.76M
BSXreduced	-33,000	-$2.95M
NFLXreduced	-2,500	-$2.23M
APPFreduced	-9,000	-$2.22M
EMEreduced	-4,000	-$1.82M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001352272-25-000002, largest first. % of portfolio is the value over $91,658,570, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	32,000	$13.5M	14.72%	+2,000	Timeline
METAMETA PLATFORMS INC	20,000	$11.7M	12.78%	-2,000	Timeline
NVDANVIDIA CORPORATION	60,000	$8.06M	8.79%	-10,000	Timeline
NFLXNETFLIX INC.	5,500	$4.9M	5.35%	-2,500	Timeline
BSXBOSTON SCIENTIFIC CORP	47,000	$4.2M	4.58%	-33,000	Timeline
NTRANATERA INC	25,000	$3.96M	4.32%	new	Timeline
AAPLAPPLE INC	15,000	$3.76M	4.1%	-15,000	Timeline
AMZNAMAZON COM INC	17,000	$3.73M	4.07%	+6,000	Timeline
PMPHILIP MORRIS INTL INC	30,000	$3.61M	3.94%	0	Timeline
MCOMOODYS CORP	6,000	$2.84M	3.1%	0	Timeline
DUOLDUOLINGO INC	8,000	$2.59M	2.83%	new	Timeline
FLUTFLUTTER ENTMT PLC	10,000	$2.58M	2.82%	new	Timeline
YPFYPF SOCIEDAD ANONIMA	60,000	$2.55M	2.78%	new	Timeline
APPFAPPFOLIO INC	10,000	$2.47M	2.69%	-9,000	Timeline
DECKDECKERS OUTDOOR CORP	10,000	$2.03M	2.22%	0	Timeline
TSLATESLA INC	5,000	$2.02M	2.2%	new	Timeline
ALABASTERA LABS INC	15,000	$1.99M	2.17%	new	Timeline
RACEFERRARI N V	4,500	$1.91M	2.09%	+1,000	Timeline
TDGTRANSDIGM GROUP INC	1,500	$1.9M	2.07%	-500	Timeline
EMBJEMBRAER S.A.	50,000	$1.83M	2%	+25,000	Timeline
EMEEMCOR GROUP INC	4,000	$1.82M	1.98%	-4,000	Timeline
SPRYARS PHARMACEUTICALS INC	170,000	$1.79M	1.96%	-100,000	Timeline
GSGOLDMAN SACHS GROUP INC	3,000	$1.72M	1.87%	new	Timeline
JPMJPMORGAN CHASE & CO	7,000	$1.68M	1.83%	new	Timeline
ORCLORACLE CORP	10,000	$1.67M	1.82%	0	Timeline
ADMAADMA BIOLOGICS INC	50,000	$858K	0.94%	+10,000	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LLYELI LILLY & CO	2,000	$1.77M	shares
RGENREPLIGEN CORP	5,000	$744K	shares
PHMPULTE GROUP INC	5,000	$718K	shares
CRUSCIRRUS LOGIC INC	5,000	$621K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001352272-25-000002	base		2025-02-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC