Miura Global Management, LLC Top Holdings and 13F Report (2025) About Miura Global Management, LLCInvestment ActivityMiura Global Management, LLC has $67.46 million in total holdings as of March 31, 2025.Miura Global Management, LLC owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 31.59% of the portfolio was purchased this quarter.About 64.45% of the portfolio was sold this quarter.This quarter, Miura Global Management, LLC has purchased 26 new stocks and bought additional shares in 4 stocks.Miura Global Management, LLC sold shares of 11 stocks and completely divested from 10 stocks this quarter.Largest Holdings Philip Morris International $8,730,150Meta Platforms $7,492,680Netflix $4,662,650SEA $4,567,150NVIDIA $4,335,200 Largest New Holdings this Quarter 81141R100 - SEA $4,567,150 Holding770700102 - Robinhood Markets $2,913,400 Holding78462F103 - SPDR S&P 500 ETF Trust $2,796,950 Holding72352L106 - Pinterest $2,325,000 Holding02079K305 - Alphabet $773,200 Holding Largest Purchases this Quarter SEA 35,000 shares (about $4.57M)Philip Morris International 25,000 shares (about $3.97M)Robinhood Markets 70,000 shares (about $2.91M)SPDR S&P 500 ETF Trust 5,000 shares (about $2.80M)Pinterest 75,000 shares (about $2.33M) Largest Sales this Quarter Microsoft 22,000 shares (about $8.26M)Meta Platforms 7,000 shares (about $4.03M)NVIDIA 20,000 shares (about $2.17M)Natera 15,000 shares (about $2.12M)Apple 7,000 shares (about $1.55M) 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 PortfolioSectorPMPhilip Morris International$8,730,150$3,968,250 ▲83.3%55,00012.9%Consumer StaplesMETAMeta Platforms$7,492,680$4,034,520 ▼-35.0%13,00011.1%Computer and TechnologyNFLXNetflix$4,662,650$466,265 ▼-9.1%5,0006.9%Consumer DiscretionarySESEA$4,567,150$4,567,150 ▲New Holding35,0006.8%Computer and TechnologyNVDANVIDIA$4,335,200$2,167,600 ▼-33.3%40,0006.4%Computer and TechnologyERJEmbraer$4,158,000$1,848,000 ▲80.0%90,0006.2%AerospaceBSXBoston Scientific$4,035,200$706,160 ▼-14.9%40,0006.0%MedicalMSFTMicrosoft$3,753,900$8,258,580 ▼-68.8%10,0005.6%Computer and TechnologyTDGTransDigm Group$3,458,225$1,383,290 ▲66.7%2,5005.1%AerospaceHOODRobinhood Markets$2,913,400$2,913,400 ▲New Holding70,0004.3%FinanceAMZNAmazon.com$2,853,900$380,520 ▼-11.8%15,0004.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,796,950$2,796,950 ▲New Holding5,0004.1%FinanceJPMJPMorgan Chase & Co.$2,453,000$735,900 ▲42.9%10,0003.6%FinancePINSPinterest$2,325,000$2,325,000 ▲New Holding75,0003.4%Computer and TechnologyAAPLApple$1,777,040$1,554,910 ▼-46.7%8,0002.6%Computer and TechnologyRACEFerrari$1,711,520$213,940 ▼-11.1%4,0002.5%Auto/Tires/TrucksGSThe Goldman Sachs Group$1,638,8700.0%3,0002.4%FinanceNTRANatera$1,414,100$2,121,150 ▼-60.0%10,0002.1%MedicalSPRYARS Pharmaceuticals$943,500$1,195,100 ▼-55.9%75,0001.4%MedicalGOOGLAlphabet$773,200$773,200 ▲New Holding5,0001.1%Computer and TechnologyFLUTTER ENTMT PLC$664,650$1,550,850 ▼-70.0%3,0001.0%SHSMCOMoody's$0$2,840,220 ▼-100.0%00.0%FinanceDUOLINGO INC$0$2,593,840 ▼-100.0%00.0%CL A COMYPFYPF Sociedad Anónima$0$2,550,600 ▼-100.0%00.0%EnergyAPPFAppFolio$0$2,467,200 ▼-100.0%00.0%Computer and TechnologyDECKDeckers Outdoor$0$2,030,900 ▼-100.0%00.0%Retail/WholesaleTSLATesla$0$2,019,200 ▼-100.0%00.0%Auto/Tires/TrucksASTERA LABS INC$0$1,986,750 ▼-100.0%00.0%COMEMEEMCOR Group$0$1,815,600 ▼-100.0%00.0%ConstructionORCLOracle$0$1,666,400 ▼-100.0%00.0%Computer and TechnologyADMAADMA Biologics$0$857,500 ▼-100.0%00.0%MedicalShowing 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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