MIURA GLOBAL MANAGEMENT, LLC

PrivateCIK: 1352272
Location

NEW YORK, NY

๐Ÿ“‹ What this filing means

MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13Fโ€‘HR 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

TOTAL AUM$91.66M26 positions
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 336.3%4โ€“1029.5%11โ€“2533.3%Rest0.9%TOP 1065.7%0%100%
Top 3$33.26M36.3%
4โ€“10$26.99M29.5%
11โ€“25$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

SOLE
COM
Shares32K
TypeSH
Market value$13.49M
14.72%
Sole
32K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares20K
TypeSH
Market value$11.71M
12.78%
Sole
20K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares60K
TypeSH
Market value$8.06M
8.79%
Sole
60K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares5.50K
TypeSH
Market value$4.90M
5.35%
Sole
5.50K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares47K
TypeSH
Market value$4.20M
4.58%
Sole
47K
Shared
0.00
None
0.00

NATERA INC

SOLE
COM
Shares25K
TypeSH
Market value$3.96M
4.32%
Sole
25K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares15K
TypeSH
Market value$3.76M
4.10%
Sole
15K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares17K
TypeSH
Market value$3.73M
4.07%
Sole
17K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares30K
TypeSH
Market value$3.61M
3.94%
Sole
30K
Shared
0.00
None
0.00

MOODYS CORP

SOLE
COM
Shares6K
TypeSH
Market value$2.84M
3.10%
Sole
6K
Shared
0.00
None
0.00

DUOLINGO INC

SOLE
CL A COM
Shares8K
TypeSH
Market value$2.59M
2.83%
Sole
8K
Shared
0.00
None
0.00

FLUTTER ENTMT PLC

SOLE
SHS
Shares10K
TypeSH
Market value$2.58M
2.82%
Sole
10K
Shared
0.00
None
0.00

YPF SOCIEDAD ANONIMA

SOLE
SPON ADR CL D
Shares60K
TypeSH
Market value$2.55M
2.78%
Sole
60K
Shared
0.00
None
0.00

APPFOLIO INC

SOLE
COM CL A
Shares10K
TypeSH
Market value$2.47M
2.69%
Sole
10K
Shared
0.00
None
0.00

DECKERS OUTDOOR CORP

SOLE
COM
Shares10K
TypeSH
Market value$2.03M
2.22%
Sole
10K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares5K
TypeSH
Market value$2.02M
2.20%
Sole
5K
Shared
0.00
None
0.00

ASTERA LABS INC

SOLE
COM
Shares15K
TypeSH
Market value$1.99M
2.17%
Sole
15K
Shared
0.00
None
0.00

FERRARI N V

SOLE
COM
Shares4.50K
TypeSH
Market value$1.91M
2.09%
Sole
4.50K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares1.50K
TypeSH
Market value$1.90M
2.07%
Sole
1.50K
Shared
0.00
None
0.00

EMBRAER S.A.

SOLE
SPONSORED ADS
Shares50K
TypeSH
Market value$1.83M
2.00%
Sole
50K
Shared
0.00
None
0.00

EMCOR GROUP INC

SOLE
COM
Shares4K
TypeSH
Market value$1.82M
1.98%
Sole
4K
Shared
0.00
None
0.00

ARS PHARMACEUTICALS INC

SOLE
COM
Shares170K
TypeSH
Market value$1.79M
1.96%
Sole
170K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares3K
TypeSH
Market value$1.72M
1.87%
Sole
3K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares7K
TypeSH
Market value$1.68M
1.83%
Sole
7K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares10K
TypeSH
Market value$1.67M
1.82%
Sole
10K
Shared
0.00
None
0.00
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MIURA GLOBAL MANAGEMENT, LLC 13F Holdings โ€” 26 Positions | Finecho