Miura Global Management, LLC Top Holdings and 13F Report (2025) About Miura Global Management, LLCInvestment ActivityMiura Global Management, LLC has $91.66 million in total holdings as of December 31, 2024.Miura Global Management, LLC owns shares of 26 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 24.83% of the portfolio was purchased this quarter.About 22.94% of the portfolio was sold this quarter.This quarter, Miura Global Management, LLC has purchased 22 new stocks and bought additional shares in 5 stocks.Miura Global Management, LLC sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $13,488,000Meta Platforms $11,710,200NVIDIA $8,057,400Netflix $4,902,260Boston Scientific $4,198,040 Largest New Holdings this Quarter Natera $3,957,500 HoldingDUOLINGO INC $2,593,840 HoldingFLUTTER ENTMT PLC $2,584,500 HoldingYPF Sociedad Anónima $2,550,600 HoldingTesla $2,019,200 Holding Largest Purchases this Quarter Natera 25,000 shares (about $3.96M)DUOLINGO INC 8,000 shares (about $2.59M)FLUTTER ENTMT PLC 10,000 shares (about $2.58M)YPF Sociedad Anónima 60,000 shares (about $2.55M)Tesla 5,000 shares (about $2.02M) Largest Sales this Quarter Apple 15,000 shares (about $3.76M)Boston Scientific 33,000 shares (about $2.95M)Netflix 2,500 shares (about $2.23M)AppFolio 9,000 shares (about $2.22M)EMCOR Group 4,000 shares (about $1.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMiura Global Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$13,488,000$843,000 ▲6.7%32,00014.7%Computer and TechnologyMETAMeta Platforms$11,710,200$1,171,020 ▼-9.1%20,00012.8%Computer and TechnologyNVDANVIDIA$8,057,400$1,342,900 ▼-14.3%60,0008.8%Computer and TechnologyNFLXNetflix$4,902,260$2,228,300 ▼-31.3%5,5005.3%Consumer DiscretionaryBSXBoston Scientific$4,198,040$2,947,560 ▼-41.3%47,0004.6%MedicalNTRANatera$3,957,500$3,957,500 ▲New Holding25,0004.3%MedicalAAPLApple$3,756,300$3,756,300 ▼-50.0%15,0004.1%Computer and TechnologyAMZNAmazon.com$3,729,630$1,316,340 ▲54.5%17,0004.1%Retail/WholesalePMPhilip Morris International$3,610,5000.0%30,0003.9%Consumer StaplesMCOMoody's$2,840,2200.0%6,0003.1%FinanceDUOLINGO INC$2,593,840$2,593,840 ▲New Holding8,0002.8%CL A COMFLUTTER ENTMT PLC$2,584,500$2,584,500 ▲New Holding10,0002.8%SHSYPFYPF Sociedad Anónima$2,550,600$2,550,600 ▲New Holding60,0002.8%Oils/EnergyAPPFAppFolio$2,467,200$2,220,480 ▼-47.4%10,0002.7%Computer and TechnologyDECKDeckers Outdoor$2,030,9000.0%10,0002.2%Retail/WholesaleTSLATesla$2,019,200$2,019,200 ▲New Holding5,0002.2%Auto/Tires/TrucksASTERA LABS INC$1,986,750$1,986,750 ▲New Holding15,0002.2%COMRACEFerrari$1,911,780$424,840 ▲28.6%4,5002.1%Auto/Tires/TrucksTDGTransDigm Group$1,900,920$633,640 ▼-25.0%1,5002.1%AerospaceERJEmbraer$1,834,000$917,000 ▲100.0%50,0002.0%AerospaceEMEEMCOR Group$1,815,600$1,815,600 ▼-50.0%4,0002.0%ConstructionSPRYARS Pharmaceuticals$1,793,500$1,055,000 ▼-37.0%170,0002.0%MedicalGSThe Goldman Sachs Group$1,717,860$1,717,860 ▲New Holding3,0001.9%FinanceJPMJPMorgan Chase & Co.$1,677,970$1,677,970 ▲New Holding7,0001.8%FinanceORCLOracle$1,666,4000.0%10,0001.8%Computer and TechnologyADMAADMA Biologics$857,500$171,500 ▲25.0%50,0000.9%MedicalLLYEli Lilly and Company$0$1,771,880 ▼-100.0%00.0%MedicalRGENRepligen$0$744,100 ▼-100.0%00.0%MedicalPHMPulteGroup$0$717,650 ▼-100.0%00.0%ConstructionCRUSCirrus Logic$0$621,050 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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