Filed: 2/14/2025ACC: 0001352272-25-000002
๐ What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 26 equity positions with a total reported market value of $91.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$91.66M
Total AUM (reported)
675.50K
Total Shares
Allocation by class
COM$67.92M74.1%
CL A$11.71M12.8%
CL A COM$2.59M2.8%
SHS$2.58M2.8%
SPON ADR CL D$2.55M2.8%
COM CL A$2.47M2.7%
SPONSORED ADS$1.83M2.0%
Portfolio Concentration
Top 3$33.26M36.3%
4โ10$26.99M29.5%
11โ25$30.55M33.3%
Rest$857.5K0.9%
Top 3 weight
36.3%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 675.50K
Sole
Full voting authority
675.50K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings26
Rows:
MICROSOFT CORP
SOLEShares32K
TypeSH
Market value$13.49M
14.72%
Sole
32K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20K
TypeSH
Market value$11.71M
12.78%
Sole
20K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares60K
TypeSH
Market value$8.06M
8.79%
Sole
60K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5.50K
TypeSH
Market value$4.90M
5.35%
Sole
5.50K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares47K
TypeSH
Market value$4.20M
4.58%
Sole
47K
Shared
0.00
None
0.00
NATERA INC
SOLEShares25K
TypeSH
Market value$3.96M
4.32%
Sole
25K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15K
TypeSH
Market value$3.76M
4.10%
Sole
15K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17K
TypeSH
Market value$3.73M
4.07%
Sole
17K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares30K
TypeSH
Market value$3.61M
3.94%
Sole
30K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares6K
TypeSH
Market value$2.84M
3.10%
Sole
6K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares8K
TypeSH
Market value$2.59M
2.83%
Sole
8K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares10K
TypeSH
Market value$2.58M
2.82%
Sole
10K
Shared
0.00
None
0.00
YPF SOCIEDAD ANONIMA
SOLEShares60K
TypeSH
Market value$2.55M
2.78%
Sole
60K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares10K
TypeSH
Market value$2.47M
2.69%
Sole
10K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares10K
TypeSH
Market value$2.03M
2.22%
Sole
10K
Shared
0.00
None
0.00
TESLA INC
SOLEShares5K
TypeSH
Market value$2.02M
2.20%
Sole
5K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares15K
TypeSH
Market value$1.99M
2.17%
Sole
15K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares4.50K
TypeSH
Market value$1.91M
2.09%
Sole
4.50K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares1.50K
TypeSH
Market value$1.90M
2.07%
Sole
1.50K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares50K
TypeSH
Market value$1.83M
2.00%
Sole
50K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares4K
TypeSH
Market value$1.82M
1.98%
Sole
4K
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares170K
TypeSH
Market value$1.79M
1.96%
Sole
170K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares3K
TypeSH
Market value$1.72M
1.87%
Sole
3K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares7K
TypeSH
Market value$1.68M
1.83%
Sole
7K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares10K
TypeSH
Market value$1.67M
1.82%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 32K | SH | $13.49M 14.72% | 32K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20K | SH | $11.71M 12.78% | 20K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 60K | SH | $8.06M 8.79% | 60K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 5.50K | SH | $4.90M 5.35% | 5.50K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 47K | SH | $4.20M 4.58% | 47K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 25K | SH | $3.96M 4.32% | 25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15K | SH | $3.76M 4.10% | 15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17K | SH | $3.73M 4.07% | 17K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 30K | SH | $3.61M 3.94% | 30K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 6K | SH | $2.84M 3.10% | 6K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 8K | SH | $2.59M 2.83% | 8K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 10K | SH | $2.58M 2.82% | 10K | 0.00 | 0.00 |
YPF SOCIEDAD ANONIMASOLE | SPON ADR CL D | 60K | SH | $2.55M 2.78% | 60K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 10K | SH | $2.47M 2.69% | 10K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 10K | SH | $2.03M 2.22% | 10K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 5K | SH | $2.02M 2.20% | 5K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 15K | SH | $1.99M 2.17% | 15K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 4.50K | SH | $1.91M 2.09% | 4.50K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 1.50K | SH | $1.90M 2.07% | 1.50K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 50K | SH | $1.83M 2.00% | 50K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 4K | SH | $1.82M 1.98% | 4K | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 170K | SH | $1.79M 1.96% | 170K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3K | SH | $1.72M 1.87% | 3K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 7K | SH | $1.68M 1.83% | 7K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 10K | SH | $1.67M 1.82% | 10K | 0.00 | 0.00 |
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