Miura Global Management as of June 30, 2025
Portfolio Holdings for Miura Global Management
Miura Global Management holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 26.7 | $25M | 50k | 497.41 | |
| NVIDIA Corporation (NVDA) | 17.0 | $16M | 100k | 157.99 | |
| Meta Platforms Cl A (META) | 14.3 | $13M | 18k | 738.09 | |
| Netflix (NFLX) | 5.0 | $4.7M | 3.5k | 1339.13 | |
| Amazon (AMZN) | 4.7 | $4.4M | 20k | 219.39 | |
| Sea Sponsord Ads (SE) | 4.3 | $4.0M | 25k | 159.94 | |
| TransDigm Group Incorporated (TDG) | 4.1 | $3.8M | 2.5k | 1520.64 | |
| Philip Morris International (PM) | 3.9 | $3.6M | 20k | 182.13 | |
| Robinhood Mkts Com Cl A (HOOD) | 3.0 | $2.8M | 30k | 93.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.4M | 5.0k | 485.77 | |
| Take-Two Interactive Software (TTWO) | 2.6 | $2.4M | 10k | 242.85 | |
| Boston Scientific Corporation (BSX) | 2.3 | $2.1M | 20k | 107.41 | |
| Rubrik Cl A (RBRK) | 1.9 | $1.8M | 20k | 89.59 | |
| Embraer Sponsored Ads (ERJ) | 1.8 | $1.7M | 30k | 56.91 | |
| Ferrari Nv Ord (RACE) | 1.6 | $1.5M | 3.0k | 490.74 | |
| Coreweave Com Cl A (CRWV) | 1.1 | $978k | 6.0k | 163.06 | |
| Silverback Therapeutics (SPRY) | 0.9 | $873k | 50k | 17.45 | |
| Birkenstock Holding Com Shs (BIRK) | 0.8 | $738k | 15k | 49.18 | |
| Aurora Innovation Class A Com (AUR) | 0.6 | $524k | 100k | 5.24 | |
| On Hldg Namen Akt A (ONON) | 0.6 | $521k | 10k | 52.05 | |
| Aeva Technologies Com New (AEVA) | 0.2 | $189k | 5.0k | 37.79 |
