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Miura Global Management, LLC

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13F filer, CIK 1352272, New York, NY

Miura Global Management, LLC reported $197,742,431 across 17 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 93.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001352272-26-000003

Period
2025-12-31
Reported value
$198M
Holdings
17
Top 10 weight
93.56%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+15,000$4.7M
AMZNadded+17,000$3.92M
METAadded+5,500$3.63M
RDDTadded+10,000$2.3M
WBDnew+50,000$1.44M

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
WWWexited-285,000-$7.82M
NVDAreduced-24,000-$4.48M
ORCLexited-8,250-$2.32M
HOODreduced-15,000-$1.7M
PMexited-10,000-$1.62M

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 2025

Share positions as resolved from 13F-HR 0001352272-26-000003, largest first. % of portfolio is the value over $59,853,650, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 13,000 shares; 2025Q2: 18,000 shares; 2025Q3: 12,500 shares; 2025Q4: 18,000 shares 18,000$11.9M19.85%+5,500Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,000 shares; 2025Q1: 10,000 shares; 2025Q2: 50,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000$9.67M16.16%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,000 shares; 2025Q1: 40,000 shares; 2025Q2: 100,000 shares; 2025Q3: 60,000 shares; 2025Q4: 36,000 shares 36,000$6.71M11.22%-24,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,000 shares; 2025Q1: 15,000 shares; 2025Q2: 20,000 shares; 2025Q3: 10,000 shares; 2025Q4: 27,000 shares 27,000$6.23M10.41%+17,000Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,000 shares; 2025Q1: 40,000 shares; 2025Q2: 20,000 shares; 2025Q3: 70,000 shares; 2025Q4: 55,000 shares 55,000$5.24M8.76%-15,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000$4.7M7.84%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 15,000 shares 15,000$3.84M6.42%+5,000Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 15,000 shares 15,000$3.45M5.76%+10,000Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000$2.57M4.3%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 15,000 shares 15,000$1.7M2.83%-15,000Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares 4,000$1.48M2.47%+2,000Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000$1.44M2.41%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,000 shares; 2025Q2: 3,500 shares; 2025Q3: 2,000 shares; 2025Q4: 10,000 shares 10,000$938K1.57%+8,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput177,500$109Mnew
NVDANVIDIA CORPORATION COMput75,000$14Mnew
ORCLORACLE CORP COMcall61,800$12.1Mnew
WWWWOLVERINE WORLD WIDE INC COMcall150,000$2.72Mnew

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
WWWWOLVERINE WORLD WIDE INC285,000$7.82Mshares
ORCLORACLE CORP8,250$2.32Mshares
PMPHILIP MORRIS INTL INC10,000$1.62Mshares
TDGTRANSDIGM GROUP INC1,000$1.32Mshares
IRENIREN LIMITED20,000$939Kshares

How Q4 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 0001352272-26-000003 base2026-02-17acceptance time not in the bulk data set