Miura Global Management, LLC
CIK: 0001352272SEC EDGAR →
Portfolio Value
$198K
Holdings
16
As of
Q4 2025
New Positions
16
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVDAPut NVIDIA CORPORATION | 111,000 | $20.7M | 10468.69% |
| 2 | ORCLCall ORACLE CORP | 61,800 | $12.1M | 6138.30% |
| 3 | MICROSOFT CORP | 20,000 | $9.7M | 4891.22% |
| 4 | AMAZON COM INC | 27,000 | $6.2M | 3151.58% |
| 5 | BOSTON SCIENTIFIC CORP | 55,000 | $5.2M | 2651.94% |
| 6 | ALPHABET INC | 15,000 | $4.7M | 2374.31% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | 15,000 | $3.8M | 1941.92% |
| 8 | REDDIT INC | 15,000 | $3.4M | 1743.69% |
| 9 | WWWCall WOLVERINE WORLD WIDE INC | 150,000 | $2.7M | 1376.54% |
| 10 | INTERACTIVE BROKERS GROUP IN | 40,000 | $2.6M | 1300.68% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $42.5M | 55.3% |
| Communication Services | 6 | $14.4M | 18.7% |
| Consumer Cyclical | 3 | $10.4M | 13.6% |
| Healthcare | 1 | $5.2M | 6.8% |
| Financial Services | 2 | $4.3M | 5.5% |
| Unknown | 1 | $109K | 0.1% |