Miura Global Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Miura Global Management, LLC reported 21 stock positions worth $67.5 million. Its top holding was Philip Morris International (PM) at 12.9% of the portfolio, followed by Meta Platforms Class A (META, 11.1%) and Netflix (NFLX, 6.9%). Compared with Q4 2024, it opened 5 new positions, sold out of 10, added to 4 and reduced 11. The biggest buy was Philip Morris International (PM, shares +83%) and the biggest sale Microsoft (MSFT, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001352272
- Portfolio Value
- $67.5M (Q1 2025)
- SEC Filing
- 0001352272-25-000004 ↗ filed May 15, 2025
Holdings Value
Holdings 21 stocks · $67.5M
| PM Philip Morris International | 12.94% | 55,000 | $8.7M | Add +83.3% |
| META Meta Platforms Inc. Class A | 11.11% | 13,000 | $7.5M | Reduce -35.0% |
| NFLX Netflix Inc. | 6.91% | 5,000 | $4.7M | Reduce -9.1% |
| SE Sea Ltd.-ADR | 6.77% | 35,000 | $4.6M | New |
| NVDA Nvidia Corp. | 6.43% | 40,000 | $4.3M | Reduce -33.3% |
| EMBJ Embraer SA-Spon ADR | 6.16% | 90,000 | $4.2M | Add +80.0% |
| BSX Boston Scientific Corp. | 5.98% | 40,000 | $4.0M | Reduce -14.9% |
| MSFT Microsoft Corp. | 5.56% | 10,000 | $3.8M | Reduce -68.8% |
| TDG Transdigm Group Inc. | 5.13% | 2,500 | $3.5M | Add +66.7% |
| HOOD Robinhood Markets Inc. Class A | 4.32% | 70,000 | $2.9M | New |
| AMZN Amazon.com Inc. | 4.23% | 15,000 | $2.9M | Reduce -11.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.15% | 5,000 | $2.8M | New |
| JPM JPMorgan Chase & Co. | 3.64% | 10,000 | $2.5M | Add +42.9% |
| PINS Pinterest Inc. Class A | 3.45% | 75,000 | $2.3M | New |
| AAPL Apple Inc. | 2.63% | 8,000 | $1.8M | Reduce -46.7% |
| RACE Ferrari NV | 2.54% | 4,000 | $1.7M | Reduce -11.1% |
| GS Goldman Sachs Group Inc. | 2.43% | 3,000 | $1.6M | No change |
| NTRA Natera Inc. | 2.10% | 10,000 | $1.4M | Reduce -60.0% |
| SPRY Ars Pharmaceuticals Inc. | 1.40% | 75,000 | $944K | Reduce -55.9% |
| GOOGL Alphabet Inc. Class A | 1.15% | 5,000 | $773K | New |
| FLUT Flutter Entertainment PLC-Di | 0.99% | 3,000 | $665K | Reduce -70.0% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -68.8% | 5.56% | −9.15 |
| MCO Moody's Corp. | Sold out | 0.00% | −3.10 |
| DUOL Duolingo | Sold out | 0.00% | −2.83 |
| YPF YPF S.A.-Sponsored ADR | Sold out | 0.00% | −2.78 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −2.69 |
| NVDA Nvidia Corp. | Reduce -33.3% | 6.43% | −2.36 |
| NTRA Natera Inc. | Reduce -60.0% | 2.10% | −2.22 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −2.22 |
| TSLA Tesla Inc. | Sold out | 0.00% | −2.20 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −2.17 |
| EME Emcor Group Inc. | Sold out | 0.00% | −1.98 |
| FLUT Flutter Entertainment PLC-Di | Reduce -70.0% | 0.99% | −1.83 |
| ORCL Oracle Corp. | Sold out | 0.00% | −1.82 |
| META Meta Platforms Inc. Class A | Reduce -35.0% | 11.11% | −1.67 |
| AAPL Apple Inc. | Reduce -46.7% | 2.63% | −1.46 |
| ADMA Adma Biologics Inc. | Sold out | 0.00% | −0.94 |
| SPRY Ars Pharmaceuticals Inc. | Reduce -55.9% | 1.40% | −0.56 |
| AMZN Amazon.com Inc. | Reduce -11.8% | 4.23% | +0.16 |
| RACE Ferrari NV | Reduce -11.1% | 2.54% | +0.45 |
| BSX Boston Scientific Corp. | Reduce -14.9% | 5.98% | +1.40 |
| NFLX Netflix Inc. | Reduce -9.1% | 6.91% | +1.56 |
Portfolio Buys Q4 2024 → Q1 2025
| PM Philip Morris International | Add +83.3% | 12.94% | +9.00 |
| SE Sea Ltd.-ADR | New | 6.77% | +6.77 |
| HOOD Robinhood Markets Inc. Class A | New | 4.32% | +4.32 |
| EMBJ Embraer SA-Spon ADR | Add +80.0% | 6.16% | +4.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 4.15% | +4.15 |
| PINS Pinterest Inc. Class A | New | 3.45% | +3.45 |
| TDG Transdigm Group Inc. | Add +66.7% | 5.13% | +3.05 |
| JPM JPMorgan Chase & Co. | Add +42.9% | 3.64% | +1.81 |
| GOOGL Alphabet Inc. Class A | New | 1.15% | +1.15 |
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 |