Filed: 5/15/2025ACC: 0001352272-25-000004
π What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13FβHR report disclosing 21 equity positions with a total reported market value of $67.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$67.46M
Total AUM (reported)
573.50K
Total Shares
Allocation by class
COM$41.77M61.9%
CL A$9.82M14.6%
SPONSORD ADS$4.57M6.8%
SPONSORED ADS$4.16M6.2%
COM CL A$2.91M4.3%
TR UNIT$2.80M4.1%
CAP STK CL A$773.2K1.1%
Portfolio Concentration
Top 3$20.89M31.0%
4β10$27.22M40.4%
11β25$19.35M28.7%
Top 3 weight
31.0%
Top 10 weight
71.3%
Voting Authority Distribution
Total shares with voting rights: 573.50K
Sole
Full voting authority
573.50K
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)
Sole21
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings21
Rows:
PHILIP MORRIS INTL INC
SOLEShares55K
TypeSH
Market value$8.73M
12.94%
Sole
55K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13K
TypeSH
Market value$7.49M
11.11%
Sole
13K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5K
TypeSH
Market value$4.66M
6.91%
Sole
5K
Shared
0.00
None
0.00
SEA LTD
SOLEShares35K
TypeSH
Market value$4.57M
6.77%
Sole
35K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares40K
TypeSH
Market value$4.34M
6.43%
Sole
40K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares90K
TypeSH
Market value$4.16M
6.16%
Sole
90K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares40K
TypeSH
Market value$4.04M
5.98%
Sole
40K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10K
TypeSH
Market value$3.75M
5.56%
Sole
10K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares2.50K
TypeSH
Market value$3.46M
5.13%
Sole
2.50K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares70K
TypeSH
Market value$2.91M
4.32%
Sole
70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15K
TypeSH
Market value$2.85M
4.23%
Sole
15K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares5K
TypeSH
Market value$2.80M
4.15%
Sole
5K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares10K
TypeSH
Market value$2.45M
3.64%
Sole
10K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares75K
TypeSH
Market value$2.33M
3.45%
Sole
75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8K
TypeSH
Market value$1.78M
2.63%
Sole
8K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares4K
TypeSH
Market value$1.71M
2.54%
Sole
4K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares3K
TypeSH
Market value$1.64M
2.43%
Sole
3K
Shared
0.00
None
0.00
NATERA INC
SOLEShares10K
TypeSH
Market value$1.41M
2.10%
Sole
10K
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares75K
TypeSH
Market value$943.5K
1.40%
Sole
75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5K
TypeSH
Market value$773.2K
1.15%
Sole
5K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares3K
TypeSH
Market value$664.6K
0.99%
Sole
3K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PHILIP MORRIS INTL INCSOLE | COM | 55K | SH | $8.73M 12.94% | 55K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13K | SH | $7.49M 11.11% | 13K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 5K | SH | $4.66M 6.91% | 5K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 35K | SH | $4.57M 6.77% | 35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 40K | SH | $4.34M 6.43% | 40K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 90K | SH | $4.16M 6.16% | 90K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 40K | SH | $4.04M 5.98% | 40K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10K | SH | $3.75M 5.56% | 10K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 2.50K | SH | $3.46M 5.13% | 2.50K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 70K | SH | $2.91M 4.32% | 70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15K | SH | $2.85M 4.23% | 15K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5K | SH | $2.80M 4.15% | 5K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 10K | SH | $2.45M 3.64% | 10K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 75K | SH | $2.33M 3.45% | 75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8K | SH | $1.78M 2.63% | 8K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 4K | SH | $1.71M 2.54% | 4K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3K | SH | $1.64M 2.43% | 3K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 10K | SH | $1.41M 2.10% | 10K | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 75K | SH | $943.5K 1.40% | 75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5K | SH | $773.2K 1.15% | 5K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 3K | SH | $664.6K 0.99% | 3K | 0.00 | 0.00 |