Miura Global Management, LLC Quant / Systematic

CIK: 0001352272 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $93,080 (100.0% shares, 0.0% debt)

Holdings (21)

MSFT MICROSOFT CORP 26.7%

Value ($000) $24,871 Shares 50,000 Est. Cost $395.64 Unrealized +9.3%

NVDA NVIDIA CORPORATION 17.0%

Value ($000) $15,799 Shares 100,000 Est. Cost $112.55 Unrealized +11.8%

META META PLATFORMS INC 14.3%

Value ($000) $13,286 Shares 18,000 Est. Cost $485.23 Unrealized +27.1%

NFLX NETFLIX INC 5.0%

Value ($000) $4,687 Shares 3,500 Est. Cost $46.19 Unrealized +144.8%

AMZN AMAZON COM INC 4.7%

Value ($000) $4,388 Shares 20,000 Est. Cost $171.65 Unrealized +15.3%

SE SEA LTD 4.3%

Value ($000) $3,999 Shares 25,000 Est. Cost $130.49 Unrealized —

TDG TRANSDIGM GROUP INC 4.1%

Value ($000) $3,802 Shares 2,500 Est. Cost $1108.04 Unrealized +18.6%

PM PHILIP MORRIS INTL INC 3.9%

Value ($000) $3,643 Shares 20,000 Est. Cost $122.17 Unrealized +37.0%

HOOD ROBINHOOD MKTS INC 3.0%

Value ($000) $2,809 Shares 30,000 Est. Cost $47.54 Unrealized +24.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%

Value ($000) $2,429 Shares 5,000 Est. Cost $507.86 Unrealized 0.0%

TTWO TAKE-TWO INTERACTIVE SOFTWAR 2.6%

Value ($000) $2,429 Shares 10,000 Est. Cost $225.31 Unrealized 0.0%

BSX BOSTON SCIENTIFIC CORP 2.3%

Value ($000) $2,148 Shares 20,000 Est. Cost $44.51 Unrealized +127.3%

RBRK RUBRIK INC. 1.9%

Value ($000) $1,792 Shares 20,000 Est. Cost $79.05 Unrealized 0.0%

EMBJ EMBRAER S.A. 1.8%

Value ($000) $1,707 Shares 30,000 Est. Cost $40.55 Unrealized —

RACE FERRARI N V 1.6%

Value ($000) $1,472 Shares 3,000 Est. Cost $256.75 Unrealized +81.0%

CRWV COREWEAVE INC 1.1%

Value ($000) $978 Shares 6,000 Est. Cost $92.20 Unrealized 0.0%

SPRY ARS PHARMACEUTICALS INC 0.9%

Value ($000) $873 Shares 50,000 Est. Cost $11.89 Unrealized +21.3%

BIRK BIRKENSTOCK HOLDING PLC 0.8%

Value ($000) $738 Shares 15,000 Est. Cost $51.40 Unrealized 0.0%

AUR AURORA INNOVATION INC 0.6%

Value ($000) $524 Shares 100,000 Est. Cost $6.27 Unrealized 0.0%

ONON ON HLDG AG 0.6%

Value ($000) $521 Shares 10,000 Est. Cost $50.96 Unrealized 0.0%

AEVA AEVA TECHNOLOGIES INC 0.2%

Value ($000) $189 Shares 5,000 Est. Cost $15.20 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	50,000	$24,871	26.7%	$395.64	+9.3%	COM	594918104
NVDA	NVIDIA CORPORATION	100,000	$15,799	17.0%	$112.55	+11.8%	COM	67066G104
META	META PLATFORMS INC	18,000	$13,286	14.3%	$485.23	+27.1%	CL A	30303M102
NFLX	NETFLIX INC	3,500	$4,687	5.0%	$46.19	+144.8%	COM	64110L106
AMZN	AMAZON COM INC	20,000	$4,388	4.7%	$171.65	+15.3%	COM	023135106
SE	SEA LTD	25,000	$3,999	4.3%	$130.49	—	SPONSORD ADS	81141R100
TDG	TRANSDIGM GROUP INC	2,500	$3,802	4.1%	$1108.04	+18.6%	COM	893641100
PM	PHILIP MORRIS INTL INC	20,000	$3,643	3.9%	$122.17	+37.0%	COM	718172109
HOOD	ROBINHOOD MKTS INC	30,000	$2,809	3.0%	$47.54	+24.5%	COM CL A	770700102
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,000	$2,429	2.6%	$507.86	0.0%	CL B NEW	084670702
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	10,000	$2,429	2.6%	$225.31	0.0%	COM	874054109
BSX	BOSTON SCIENTIFIC CORP	20,000	$2,148	2.3%	$44.51	+127.3%	COM	101137107
RBRK	RUBRIK INC.	20,000	$1,792	1.9%	$79.05	0.0%	CL A	781154109
EMBJ	EMBRAER S.A.	30,000	$1,707	1.8%	$40.55	—	SPONSORED ADS	29082A107
RACE	FERRARI N V	3,000	$1,472	1.6%	$256.75	+81.0%	COM	N3167Y103
CRWV	COREWEAVE INC	6,000	$978	1.1%	$92.20	0.0%	COM CL A	21873S108
SPRY	ARS PHARMACEUTICALS INC	50,000	$873	0.9%	$11.89	+21.3%	COM	82835W108
BIRK	BIRKENSTOCK HOLDING PLC	15,000	$738	0.8%	$51.40	0.0%	COM SHS	M2029K104
AUR	AURORA INNOVATION INC	100,000	$524	0.6%	$6.27	0.0%	CLASS A COM	051774107
ONON	ON HLDG AG	10,000	$521	0.6%	$50.96	0.0%	NAMEN AKT A	H5919C104
AEVA	AEVA TECHNOLOGIES INC	5,000	$189	0.2%	$15.20	0.0%	COM NEW	00835Q202