Miura Global Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Miura Global Management, LLC reported 21 stock positions worth $93.1 million. Its top holding was Microsoft (MSFT) at 26.7% of the portfolio, followed by Nvidia (NVDA, 17.0%) and Meta Platforms Class A (META, 14.3%). Compared with Q1 2025, it opened 8 new positions, sold out of 8, added to 4 and reduced 8. The biggest buy was Microsoft (MSFT, shares +400%) and the biggest sale Philip Morris International (PM, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001352272
- Portfolio Value
- $93.1M (Q2 2025)
- SEC Filing
- 0001352272-25-000012 ↗ filed Aug 13, 2025
Holdings Value
Holdings 21 stocks · $93.1M
| MSFT Microsoft Corp. | 26.72% | 50,000 | $24.9M | Add +400.0% |
| NVDA Nvidia Corp. | 16.97% | 100,000 | $15.8M | Add +150.0% |
| META Meta Platforms Inc. Class A | 14.27% | 18,000 | $13.3M | Add +38.5% |
| NFLX Netflix Inc. | 5.04% | 3,500 | $4.7M | Reduce -30.0% |
| AMZN Amazon.com Inc. | 4.71% | 20,000 | $4.4M | Add +33.3% |
| SE Sea Ltd.-ADR | 4.30% | 25,000 | $4.0M | Reduce -28.6% |
| TDG Transdigm Group Inc. | 4.08% | 2,500 | $3.8M | No change |
| PM Philip Morris International | 3.91% | 20,000 | $3.6M | Reduce -63.6% |
| HOOD Robinhood Markets Inc. Class A | 3.02% | 30,000 | $2.8M | Reduce -57.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.61% | 5,000 | $2.4M | New |
| TTWO Take-Two Interactive Softwre | 2.61% | 10,000 | $2.4M | New |
| BSX Boston Scientific Corp. | 2.31% | 20,000 | $2.1M | Reduce -50.0% |
| RBRK Rubrik Inc. Class A | 1.93% | 20,000 | $1.8M | New |
| EMBJ Embraer SA-Spon ADR | 1.83% | 30,000 | $1.7M | Reduce -66.7% |
| RACE Ferrari NV | 1.58% | 3,000 | $1.5M | Reduce -25.0% |
| CRWV Coreweave Inc. Class A | 1.05% | 6,000 | $978K | New |
| SPRY Ars Pharmaceuticals Inc. | 0.94% | 50,000 | $873K | Reduce -33.3% |
| BIRK Birkenstock Holding PLC | 0.79% | 15,000 | $738K | New |
| AUR Aurora Innovation Inc. | 0.56% | 100,000 | $524K | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.56% | 10,000 | $521K | New |
| AEVA Aeva Technologies Inc. | 0.20% | 5,000 | $189K | New |
Portfolio Sells Q1 2025 → Q2 2025
| PM Philip Morris International | Reduce -63.6% | 3.91% | −9.03 |
| EMBJ Embraer SA-Spon ADR | Reduce -66.7% | 1.83% | −4.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −4.15 |
| BSX Boston Scientific Corp. | Reduce -50.0% | 2.31% | −3.67 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −3.64 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −3.45 |
| AAPL Apple Inc. | Sold out | 0.00% | −2.63 |
| SE Sea Ltd.-ADR | Reduce -28.6% | 4.30% | −2.47 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −2.43 |
| NTRA Natera Inc. | Sold out | 0.00% | −2.10 |
| NFLX Netflix Inc. | Reduce -30.0% | 5.04% | −1.88 |
| HOOD Robinhood Markets Inc. Class A | Reduce -57.1% | 3.02% | −1.30 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.15 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.99 |
| RACE Ferrari NV | Reduce -25.0% | 1.58% | −0.96 |
| SPRY Ars Pharmaceuticals Inc. | Reduce -33.3% | 0.94% | −0.46 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +400.0% | 26.72% | +21.15 |
| NVDA Nvidia Corp. | Add +150.0% | 16.97% | +10.55 |
| META Meta Platforms Inc. Class A | Add +38.5% | 14.27% | +3.17 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 2.61% | +2.61 |
| TTWO Take-Two Interactive Softwre | New | 2.61% | +2.61 |
| RBRK Rubrik Inc. Class A | New | 1.93% | +1.93 |
| CRWV Coreweave Inc. Class A | New | 1.05% | +1.05 |
| BIRK Birkenstock Holding PLC | New | 0.79% | +0.79 |
| AUR Aurora Innovation Inc. | New | 0.56% | +0.56 |
| ONON On Holding AG Class A | New | 0.56% | +0.56 |
| AMZN Amazon.com Inc. | Add +33.3% | 4.71% | +0.48 |
| AEVA Aeva Technologies Inc. | New | 0.20% | +0.20 |
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 |