Miura Global Management, LLC
Follow13F filer, CIK 1352272, New York, NY
Miura Global Management, LLC reported $67,932,230 across 16 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 87.94% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001352272-25-000017
- Period
- 2025-09-30
- Reported value
- $67.9M
- Holdings
- 16
- Top 10 weight
- 87.94%
- New
- 5
- Sold out
- 10
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| WWWnew | +285,000 | $7.82M |
| BSXadded | +50,000 | $4.88M |
| IBKRnew | +40,000 | $2.75M |
| ORCLnew | +8,250 | $2.32M |
| RDDTnew | +5,000 | $1.15M |
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 |
|---|---|---|
| MSFTreduced | -30,000 | -$15.5M |
| NVDAreduced | -40,000 | -$7.46M |
| METAreduced | -5,500 | -$4.04M |
| SEexited | -25,000 | -$4M |
| BRK-Bexited | -5,000 | -$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.
Holdings, Q3 2025
Share positions as resolved from 13F-HR 0001352272-25-000017, largest first. % of portfolio is the value over $67,932,230, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION | 60,000 | $11.2M | 16.48% | -40,000 | Timeline | ||
| MSFTMICROSOFT CORP | 20,000 | $10.4M | 15.25% | -30,000 | Timeline | ||
| METAMETA PLATFORMS INC | 12,500 | $9.18M | 13.51% | -5,500 | Timeline | ||
| WWWWOLVERINE WORLD WIDE INC | 285,000 | $7.82M | 11.51% | new | Timeline | ||
| BSXBOSTON SCIENTIFIC CORP | 70,000 | $6.83M | 10.06% | +50,000 | Timeline | ||
| HOODROBINHOOD MKTS INC | 30,000 | $4.3M | 6.32% | 0 | Timeline | ||
| IBKRINTERACTIVE BROKERS GROUP IN | 40,000 | $2.75M | 4.05% | new | Timeline | ||
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 10,000 | $2.58M | 3.8% | 0 | Timeline | ||
| NFLXNETFLIX INC. | 2,000 | $2.4M | 3.53% | -1,500 | Timeline | ||
| ORCLORACLE CORP | 8,250 | $2.32M | 3.42% | new | Timeline | ||
| AMZNAMAZON COM INC | 10,000 | $2.2M | 3.23% | -10,000 | Timeline | ||
| PMPHILIP MORRIS INTL INC | 10,000 | $1.62M | 2.39% | -10,000 | Timeline | ||
| TDGTRANSDIGM GROUP INC | 1,000 | $1.32M | 1.94% | -1,500 | Timeline | ||
| RDDTREDDIT INC | 5,000 | $1.15M | 1.69% | new | Timeline | ||
| RACEFERRARI N V | 2,000 | $970K | 1.43% | -1,000 | Timeline | ||
| IRENIREN LIMITED | 20,000 | $939K | 1.38% | new | Timeline |
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SESEA LTD | 25,000 | $4M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 5,000 | $2.43M | shares |
| RBRKRUBRIK INC. | 20,000 | $1.79M | shares |
| EMBJEMBRAER S.A. | 30,000 | $1.71M | shares |
| CRWVCOREWEAVE INC | 6,000 | $978K | shares |
| SPRYARS PHARMACEUTICALS INC | 50,000 | $872K | shares |
| BIRKBIRKENSTOCK HOLDING PLC | 15,000 | $738K | shares |
| AURAURORA INNOVATION INC | 100,000 | $524K | shares |
| ONONON HLDG AG | 10,000 | $520K | shares |
| AEVAAEVA TECHNOLOGIES INC | 5,000 | $189K | shares |
How Q3 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001352272-25-000017 | base | 2025-11-12 | acceptance time not in the bulk data set |