Miura Global Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Miura Global Management, LLC reported 26 stock positions worth $91.7 million. Its top holding was Microsoft (MSFT) at 14.7% of the portfolio, followed by Meta Platforms Class A (META, 12.8%) and Nvidia (NVDA, 8.8%). Compared with Q3 2024, it opened 8 new positions, sold out of 4, added to 5 and reduced 9. The biggest buy was a new position in Natera (NTRA) and the biggest sale Apple (AAPL, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001352272
- Portfolio Value
- $91.7M (Q4 2024)
- SEC Filing
- 0001352272-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 26 stocks · $91.7M
| MSFT Microsoft Corp. | 14.72% | 32,000 | $13.5M | Add +6.7% |
| META Meta Platforms Inc. Class A | 12.78% | 20,000 | $11.7M | Reduce -9.1% |
| NVDA Nvidia Corp. | 8.79% | 60,000 | $8.1M | Reduce -14.3% |
| NFLX Netflix Inc. | 5.35% | 5,500 | $4.9M | Reduce -31.3% |
| BSX Boston Scientific Corp. | 4.58% | 47,000 | $4.2M | Reduce -41.3% |
| NTRA Natera Inc. | 4.32% | 25,000 | $4.0M | New |
| AAPL Apple Inc. | 4.10% | 15,000 | $3.8M | Reduce -50.0% |
| AMZN Amazon.com Inc. | 4.07% | 17,000 | $3.7M | Add +54.5% |
| PM Philip Morris International | 3.94% | 30,000 | $3.6M | No change |
| MCO Moody's Corp. | 3.10% | 6,000 | $2.8M | No change |
| DUOL Duolingo | 2.83% | 8,000 | $2.6M | New |
| FLUT Flutter Entertainment PLC-Di | 2.82% | 10,000 | $2.6M | New |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 2.78% | 60,000 | $2.6M | New |
| APPF Appfolio Inc. Class A | 2.69% | 10,000 | $2.5M | Reduce -47.4% |
| DECK Deckers Outdoor Corp. | 2.22% | 10,000 | $2.0M | No change |
| TSLA Tesla Inc. | 2.20% | 5,000 | $2.0M | New |
| ALAB Astera Labs Inc. | 2.17% | 15,000 | $2.0M | New |
| RACE Ferrari NV | 2.09% | 4,500 | $1.9M | Add +28.6% |
| TDG Transdigm Group Inc. | 2.07% | 1,500 | $1.9M | Reduce -25.0% |
| EMBJ Embraer SA-Spon ADR | 2.00% | 50,000 | $1.8M | Add +100.0% |
| EME Emcor Group Inc. | 1.98% | 4,000 | $1.8M | Reduce -50.0% |
| SPRY Ars Pharmaceuticals Inc. | 1.96% | 170,000 | $1.8M | Reduce -37.0% |
| GS Goldman Sachs Group Inc. | 1.87% | 3,000 | $1.7M | New |
| JPM JPMorgan Chase & Co. | 1.83% | 7,000 | $1.7M | New |
| ORCL Oracle Corp. | 1.82% | 10,000 | $1.7M | No change |
| ADMA Adma Biologics Inc. | 0.94% | 50,000 | $858K | Add +25.0% |
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Reduce -50.0% | 4.10% | −3.93 |
| BSX Boston Scientific Corp. | Reduce -41.3% | 4.58% | −3.12 |
| SPRY Ars Pharmaceuticals Inc. | Reduce -37.0% | 1.96% | −2.54 |
| APPF Appfolio Inc. Class A | Reduce -47.4% | 2.69% | −2.44 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −2.03 |
| EME Emcor Group Inc. | Reduce -50.0% | 1.98% | −1.97 |
| META Meta Platforms Inc. Class A | Reduce -9.1% | 12.78% | −1.69 |
| TDG Transdigm Group Inc. | Reduce -25.0% | 2.07% | −1.20 |
| NFLX Netflix Inc. | Reduce -31.3% | 5.35% | −1.17 |
| NVDA Nvidia Corp. | Reduce -14.3% | 8.79% | −0.97 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.85 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.82 |
| CRUS Cirrus Logic Inc. | Sold out | 0.00% | −0.71 |
Portfolio Buys Q3 2024 → Q4 2024
| NTRA Natera Inc. | New | 4.32% | +4.32 |
| DUOL Duolingo | New | 2.83% | +2.83 |
| FLUT Flutter Entertainment PLC-Di | New | 2.82% | +2.82 |
| YPF YPF S.A.-Sponsored ADR | New | 2.78% | +2.78 |
| TSLA Tesla Inc. | New | 2.20% | +2.20 |
| ALAB Astera Labs Inc. | New | 2.17% | +2.17 |
| GS Goldman Sachs Group Inc. | New | 1.87% | +1.87 |
| JPM JPMorgan Chase & Co. | New | 1.83% | +1.83 |
| AMZN Amazon.com Inc. | Add +54.5% | 4.07% | +1.72 |
| EMBJ Embraer SA-Spon ADR | Add +100.0% | 2.00% | +0.99 |
| RACE Ferrari NV | Add +28.6% | 2.09% | +0.20 |
| ADMA Adma Biologics Inc. | Add +25.0% | 0.94% | +0.02 |
| MSFT Microsoft Corp. | Add +6.7% | 14.72% | −0.11 |
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 |