Miura Global Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Miura Global Management, LLC reported 22 stock positions worth $87.1 million. Its top holding was Microsoft (MSFT) at 14.8% of the portfolio, followed by Meta Platforms Class A (META, 14.5%) and Nvidia (NVDA, 9.8%). Compared with Q2 2024, it opened 6 new positions, sold out of 6, added to 3 and reduced 12. The biggest buy was Meta Platforms Class A (META, shares +175%) and the biggest sale an exit from Qualcomm (QCOM).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001352272
- Portfolio Value
- $87.1M (Q3 2024)
- SEC Filing
- 0001352272-24-000013 ↗ filed Nov 14, 2024
Holdings Value
Holdings 22 stocks · $87.1M
| MSFT Microsoft Corp. | 14.82% | 30,000 | $12.9M | Reduce -14.3% |
| META Meta Platforms Inc. Class A | 14.46% | 22,000 | $12.6M | Add +175.0% |
| NVDA Nvidia Corp. | 9.76% | 70,000 | $8.5M | No change |
| AAPL Apple Inc. | 8.03% | 30,000 | $7.0M | Reduce -40.0% |
| BSX Boston Scientific Corp. | 7.70% | 80,000 | $6.7M | Reduce -27.3% |
| NFLX Netflix Inc. | 6.52% | 8,000 | $5.7M | Add +33.3% |
| APPF Appfolio Inc. Class A | 5.14% | 19,000 | $4.5M | Add +5.6% |
| SPRY Ars Pharmaceuticals Inc. | 4.50% | 270,000 | $3.9M | New |
| PM Philip Morris International | 4.18% | 30,000 | $3.6M | New |
| EME Emcor Group Inc. | 3.96% | 8,000 | $3.4M | Reduce -20.0% |
| TDG Transdigm Group Inc. | 3.28% | 2,000 | $2.9M | Reduce -50.0% |
| MCO Moody's Corp. | 3.27% | 6,000 | $2.8M | Reduce -9.1% |
| AMZN Amazon.com Inc. | 2.35% | 11,000 | $2.0M | Reduce -50.0% |
| LLY Eli Lilly & Co. | 2.03% | 2,000 | $1.8M | Reduce -63.6% |
| ORCL Oracle Corp. | 1.96% | 10,000 | $1.7M | New |
| RACE Ferrari NV | 1.89% | 3,500 | $1.6M | Reduce -41.7% |
| DECK Deckers Outdoor Corp. | 1.83% | 10,000 | $1.6M | Reduce -16.7% |
| EMBJ Embraer SA-Spon ADR | 1.02% | 25,000 | $884K | New |
| ADMA Adma Biologics Inc. | 0.92% | 40,000 | $800K | Reduce -86.7% |
| RGEN Repligen Corp. | 0.85% | 5,000 | $744K | Reduce -66.7% |
| PHM Pultegroup Inc. | 0.82% | 5,000 | $718K | New |
| CRUS Cirrus Logic Inc. | 0.71% | 5,000 | $621K | New |
Portfolio Sells Q2 2024 → Q3 2024
| QCOM Qualcomm Inc. | Sold out | 0.00% | −4.08 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −3.74 |
| BUR Burford Capital Ltd. | Sold out | 0.00% | −3.18 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −3.11 |
| LLY Eli Lilly & Co. | Reduce -63.6% | 2.03% | −2.82 |
| ADMA Adma Biologics Inc. | Reduce -86.7% | 0.92% | −2.35 |
| AAPL Apple Inc. | Reduce -40.0% | 8.03% | −2.24 |
| AMZN Amazon.com Inc. | Reduce -50.0% | 2.35% | −1.79 |
| TDG Transdigm Group Inc. | Reduce -50.0% | 3.28% | −1.71 |
| DHR Danaher Corp. | Sold out | 0.00% | −1.22 |
| RGEN Repligen Corp. | Reduce -66.7% | 0.85% | −0.99 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.64 |
| BSX Boston Scientific Corp. | Reduce -27.3% | 7.70% | −0.56 |
| RACE Ferrari NV | Reduce -41.7% | 1.89% | −0.50 |
| MSFT Microsoft Corp. | Reduce -14.3% | 14.82% | −0.43 |
| DECK Deckers Outdoor Corp. | Reduce -16.7% | 1.83% | −0.06 |
| EME Emcor Group Inc. | Reduce -20.0% | 3.96% | +0.40 |
| MCO Moody's Corp. | Reduce -9.1% | 3.27% | +0.56 |
Portfolio Buys Q2 2024 → Q3 2024
| META Meta Platforms Inc. Class A | Add +175.0% | 14.46% | +10.53 |
| SPRY Ars Pharmaceuticals Inc. | New | 4.50% | +4.50 |
| PM Philip Morris International | New | 4.18% | +4.18 |
| NFLX Netflix Inc. | Add +33.3% | 6.52% | +2.57 |
| ORCL Oracle Corp. | New | 1.96% | +1.96 |
| EMBJ Embraer SA-Spon ADR | New | 1.02% | +1.02 |
| APPF Appfolio Inc. Class A | Add +5.6% | 5.14% | +0.84 |
| PHM Pultegroup Inc. | New | 0.82% | +0.82 |
| CRUS Cirrus Logic Inc. | New | 0.71% | +0.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $25.2M | NVDA, SAN, TSM, MU, GOOGL |
| Q1 2026 | 13 | $18.7M | MSFT, MU, NVDA, TSM, IBKR |
| Q4 2025 | 13 | $59.9M | META, MSFT, NVDA, AMZN, BSX |
| Q3 2025 | 16 | $67.9M | NVDA, MSFT, META, WWW, BSX |
| Q2 2025 | 21 | $93.1M | MSFT, NVDA, META, NFLX, AMZN |
| Q1 2025 | 21 | $67.5M | PM, META, NFLX, SE, NVDA |
| Q4 2024 | 26 | $91.7M | MSFT, META, NVDA, NFLX, BSX |
| Q3 2024 | 22 | $87.1M | MSFT, META, NVDA, AAPL, BSX |
| Q2 2024 | 22 | $102.6M | MSFT, AAPL, NVDA, BSX, TDG |
| Q1 2024 | 24 | $117.3M | MSFT, META, BSX, NVDA, APPF |