Miura Global Management, LLC Quant / Systematic

CIK: 0001352272 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $67,932 (100.0% shares, 0.0% debt)

Holdings (16)

NVDA NVIDIA CORPORATION 16.5%

Value ($000) $11,195 Shares 60,000 Est. Cost $112.55 Unrealized +54.9%

MSFT MICROSOFT CORP 15.2%

Value ($000) $10,359 Shares 20,000 Est. Cost $395.64 Unrealized +28.6%

META META PLATFORMS INC 13.5%

Value ($000) $9,180 Shares 12,500 Est. Cost $485.23 Unrealized +53.2%

WWW WOLVERINE WORLD WIDE INC 11.5%

Value ($000) $7,820 Shares 285,000 Est. Cost $26.08 Unrealized 0.0%

BSX BOSTON SCIENTIFIC CORP 10.1%

Value ($000) $6,834 Shares 70,000 Est. Cost $86.69 Unrealized +19.5%

HOOD ROBINHOOD MKTS INC 6.3%

Value ($000) $4,295 Shares 30,000 Est. Cost $47.54 Unrealized +129.4%

IBKR INTERACTIVE BROKERS GROUP IN 4.1%

Value ($000) $2,752 Shares 40,000 Est. Cost $62.79 Unrealized 0.0%

TTWO TAKE-TWO INTERACTIVE SOFTWAR 3.8%

Value ($000) $2,584 Shares 10,000 Est. Cost $225.31 Unrealized +5.1%

NFLX NETFLIX INC 3.5%

Value ($000) $2,398 Shares 2,000 Est. Cost $46.19 Unrealized +164.2%

ORCL ORACLE CORP 3.4%

Value ($000) $2,320 Shares 8,250 Est. Cost $254.17 Unrealized 0.0%

AMZN AMAZON COM INC 3.2%

Value ($000) $2,196 Shares 10,000 Est. Cost $171.65 Unrealized +31.9%

PM PHILIP MORRIS INTL INC 2.4%

Value ($000) $1,622 Shares 10,000 Est. Cost $122.17 Unrealized +35.2%

TDG TRANSDIGM GROUP INC 1.9%

Value ($000) $1,318 Shares 1,000 Est. Cost $1108.04 Unrealized +23.2%

RDDT REDDIT INC 1.7%

Value ($000) $1,150 Shares 5,000 Est. Cost $204.09 Unrealized 0.0%

RACE FERRARI N V 1.4%

Value ($000) $970 Shares 2,000 Est. Cost $256.75 Unrealized +86.6%

IREN IREN LIMITED 1.4%

Value ($000) $939 Shares 20,000 Est. Cost $24.29 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	60,000	$11,195	16.5%	$112.55	+54.9%	COM	67066G104
MSFT	MICROSOFT CORP	20,000	$10,359	15.2%	$395.64	+28.6%	COM	594918104
META	META PLATFORMS INC	12,500	$9,180	13.5%	$485.23	+53.2%	CL A	30303M102
WWW	WOLVERINE WORLD WIDE INC	285,000	$7,820	11.5%	$26.08	0.0%	COM	978097103
BSX	BOSTON SCIENTIFIC CORP	70,000	$6,834	10.1%	$86.69	+19.5%	COM	101137107
HOOD	ROBINHOOD MKTS INC	30,000	$4,295	6.3%	$47.54	+129.4%	COM CL A	770700102
IBKR	INTERACTIVE BROKERS GROUP IN	40,000	$2,752	4.1%	$62.79	0.0%	COM CL A	45841N107
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	10,000	$2,584	3.8%	$225.31	+5.1%	COM	874054109
NFLX	NETFLIX INC	2,000	$2,398	3.5%	$46.19	+164.2%	COM	64110L106
ORCL	ORACLE CORP	8,250	$2,320	3.4%	$254.17	0.0%	COM	68389X105
AMZN	AMAZON COM INC	10,000	$2,196	3.2%	$171.65	+31.9%	COM	023135106
PM	PHILIP MORRIS INTL INC	10,000	$1,622	2.4%	$122.17	+35.2%	COM	718172109
TDG	TRANSDIGM GROUP INC	1,000	$1,318	1.9%	$1108.04	+23.2%	COM	893641100
RDDT	REDDIT INC	5,000	$1,150	1.7%	$204.09	0.0%	CL A	75734B100
RACE	FERRARI N V	2,000	$970	1.4%	$256.75	+86.6%	COM	N3167Y103
IREN	IREN LIMITED	20,000	$939	1.4%	$24.29	0.0%	ORDINARY SHARES	Q4982L109