Miura Global Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Miura Global Management, LLC reported 16 stock positions worth $67.9 million. Its top holding was Nvidia (NVDA) at 16.5% of the portfolio, followed by Microsoft (MSFT, 15.2%) and Meta Platforms Class A (META, 13.5%). Compared with Q2 2025, it opened 5 new positions, sold out of 10, added to 1 and reduced 8. The biggest buy was a new position in Wolverine World Wide (WWW) and the biggest sale Microsoft (MSFT, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001352272
- Portfolio Value
- $67.9M (Q3 2025)
- SEC Filing
- 0001352272-25-000017 ↗ filed Nov 12, 2025
Holdings Value
Holdings 16 stocks · $67.9M
| NVDA Nvidia Corp. | 16.48% | 60,000 | $11.2M | Reduce -40.0% |
| MSFT Microsoft Corp. | 15.25% | 20,000 | $10.4M | Reduce -60.0% |
| META Meta Platforms Inc. Class A | 13.51% | 12,500 | $9.2M | Reduce -30.6% |
| WWW Wolverine World Wide Inc. | 11.51% | 285,000 | $7.8M | New |
| BSX Boston Scientific Corp. | 10.06% | 70,000 | $6.8M | Add +250.0% |
| HOOD Robinhood Markets Inc. Class A | 6.32% | 30,000 | $4.3M | No change |
| IBKR Interactive Brokers Gro Class A | 4.05% | 40,000 | $2.8M | New |
| TTWO Take-Two Interactive Softwre | 3.80% | 10,000 | $2.6M | No change |
| NFLX Netflix Inc. | 3.53% | 2,000 | $2.4M | Reduce -42.9% |
| ORCL Oracle Corp. | 3.42% | 8,250 | $2.3M | New |
| AMZN Amazon.com Inc. | 3.23% | 10,000 | $2.2M | Reduce -50.0% |
| PM Philip Morris International | 2.39% | 10,000 | $1.6M | Reduce -50.0% |
| TDG Transdigm Group Inc. | 1.94% | 1,000 | $1.3M | Reduce -60.0% |
| RDDT Reddit Inc. Class A | 1.69% | 5,000 | $1.1M | New |
| RACE Ferrari NV | 1.43% | 2,000 | $970K | Reduce -33.3% |
| IREN Iren Ltd. filed as IREN LIMITED | 1.38% | 20,000 | $939K | New |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -60.0% | 15.25% | −11.47 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −4.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −2.61 |
| TDG Transdigm Group Inc. | Reduce -60.0% | 1.94% | −2.14 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −1.93 |
| EMBJ Embraer SA-Spon ADR | Sold out | 0.00% | −1.83 |
| PM Philip Morris International | Reduce -50.0% | 2.39% | −1.53 |
| NFLX Netflix Inc. | Reduce -42.9% | 3.53% | −1.51 |
| AMZN Amazon.com Inc. | Reduce -50.0% | 3.23% | −1.48 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −1.05 |
| SPRY Ars Pharmaceuticals Inc. | Sold out | 0.00% | −0.94 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.79 |
| META Meta Platforms Inc. Class A | Reduce -30.6% | 13.51% | −0.76 |
| AUR Aurora Innovation Inc. | Sold out | 0.00% | −0.56 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.56 |
| NVDA Nvidia Corp. | Reduce -40.0% | 16.48% | −0.49 |
| AEVA Aeva Technologies Inc. | Sold out | 0.00% | −0.20 |
| RACE Ferrari NV | Reduce -33.3% | 1.43% | −0.15 |
Portfolio Buys Q2 2025 → Q3 2025
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 |