Miura Global Management, LLC
CIK: 0001352272SEC EDGAR →
Portfolio Value
$197.7M
Holdings
16
As of
Q4 2025
New Positions
16
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NDQPut INVESCO QQQ TR | 177,500 | $109.0M | 55.14% |
| 2 | NVDAPut NVIDIA CORPORATION | 111,000 | $20.7M | 10.47% |
| 3 | ORCLCall ORACLE CORP | 61,800 | $12.1M | 6.14% |
| 4 | META PLATFORMS INC | 18,000 | $11.9M | 6.01% |
| 5 | MICROSOFT CORP | 20,000 | $9.7M | 4.89% |
| 6 | AMAZON COM INC | 27,000 | $6.2M | 3.15% |
| 7 | BOSTON SCIENTIFIC CORP | 55,000 | $5.2M | 2.65% |
| 8 | ALPHABET INC | 15,000 | $4.7M | 2.37% |
| 9 | TAKE-TWO INTERACTIVE SOFTWAR | 15,000 | $3.8M | 1.94% |
| 10 | REDDIT INC | 15,000 | $3.4M | 1.74% |
Quarterly Changes
Top Buys
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 1 | $109.0M | 55.1% |
| Technology | 3 | $42.5M | 21.5% |
| Communication Services | 6 | $26.2M | 13.3% |
| Consumer Cyclical | 3 | $10.4M | 5.3% |
| Healthcare | 1 | $5.2M | 2.7% |
| Financial Services | 2 | $4.3M | 2.2% |