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Miura Global Management, LLC

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13F filer, CIK 1352272, New York, NY

Miura Global Management, LLC reported $93,080,355 across 21 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 85.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001352272-25-000012

Period
2025-06-30
Reported value
$93.1M
Holdings
21
Top 10 weight
85.64%
New
8
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+40,000$19.9M
NVDAadded+60,000$9.48M
METAadded+5,000$3.69M
BRK-Bnew+5,000$2.43M
TTWOnew+10,000$2.43M

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

SecurityShares changeApprox. value
PMreduced-35,000-$6.37M
HOODreduced-40,000-$3.75M
EMBJreduced-60,000-$3.41M
SPYexited-5,000-$2.8M
JPMexited-10,000-$2.45M

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, Q2 2025

Share positions as resolved from 13F-HR 0001352272-25-000012, largest first. % of portfolio is the value over $93,080,355, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,000 shares; 2025Q1: 10,000 shares; 2025Q2: 50,000 shares 50,000$24.9M26.72%+40,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,000 shares; 2025Q1: 40,000 shares; 2025Q2: 100,000 shares 100,000$15.8M16.97%+60,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 13,000 shares; 2025Q2: 18,000 shares 18,000$13.3M14.27%+5,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,000 shares; 2025Q2: 3,500 shares 3,500$4.69M5.04%-1,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,000 shares; 2025Q1: 15,000 shares; 2025Q2: 20,000 shares 20,000$4.39M4.71%+5,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 25,000 shares 25,000$4M4.3%-10,000Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500$3.8M4.08%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,000 shares; 2025Q1: 55,000 shares; 2025Q2: 20,000 shares 20,000$3.64M3.91%-35,000Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70,000 shares; 2025Q2: 30,000 shares 30,000$2.81M3.02%-40,000Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares 5,000$2.43M2.61%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$2.43M2.61%newTimeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,000 shares; 2025Q1: 40,000 shares; 2025Q2: 20,000 shares 20,000$2.15M2.31%-20,000Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares 20,000$1.79M1.93%newTimeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,000 shares; 2025Q1: 90,000 shares; 2025Q2: 30,000 shares 30,000$1.71M1.83%-60,000Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,000 shares; 2025Q2: 3,000 shares 3,000$1.47M1.58%-1,000Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares 6,000$978K1.05%newTimeline
SPRYARS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170,000 shares; 2025Q1: 75,000 shares; 2025Q2: 50,000 shares 50,000$872K0.94%-25,000Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares 15,000$738K0.79%newTimeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares 100,000$524K0.56%newTimeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$520K0.56%newTimeline
AEVAAEVA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares 5,000$189K0.2%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T5,000$2.8Mshares
JPMJPMORGAN CHASE & CO10,000$2.45Mshares
PINSPINTEREST INC75,000$2.33Mshares
AAPLAPPLE INC8,000$1.78Mshares
GSGOLDMAN SACHS GROUP INC3,000$1.64Mshares
NTRANATERA INC10,000$1.41Mshares
GOOGLALPHABET INC5,000$773Kshares
FLUTFLUTTER ENTMT PLC3,000$665Kshares

How Q2 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001352272-25-000012 base2025-08-13acceptance time not in the bulk data set