Filed: 8/13/2025ACC: 0001352272-25-000012
📋 What this filing means
MIURA GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $93.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$93.08M
Total AUM (reported)
543K
Total Shares
Allocation by class
COM$64.11M68.9%
CL A$15.08M16.2%
SPONSORD ADS$4.00M4.3%
COM CL A$3.79M4.1%
CL B NEW$2.43M2.6%
SPONSORED ADS$1.71M1.8%
COM SHS$737.7K0.8%
Portfolio Concentration
Top 3$53.96M58.0%
4–10$25.76M27.7%
11–25$13.37M14.4%
Top 3 weight
58.0%
Top 10 weight
85.6%
Voting Authority Distribution
Total shares with voting rights: 543K
Sole
Full voting authority
543K
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 · 100.0% of voting shares
Institutional Holdings21
Rows:
MICROSOFT CORP
SOLEShares50K
TypeSH
Market value$24.87M
26.72%
Sole
50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares100K
TypeSH
Market value$15.80M
16.97%
Sole
100K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares18K
TypeSH
Market value$13.29M
14.27%
Sole
18K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares3.50K
TypeSH
Market value$4.69M
5.04%
Sole
3.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares20K
TypeSH
Market value$4.39M
4.71%
Sole
20K
Shared
0.00
None
0.00
SEA LTD
SOLEShares25K
TypeSH
Market value$4.00M
4.30%
Sole
25K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares2.50K
TypeSH
Market value$3.80M
4.08%
Sole
2.50K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares20K
TypeSH
Market value$3.64M
3.91%
Sole
20K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares30K
TypeSH
Market value$2.81M
3.02%
Sole
30K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5K
TypeSH
Market value$2.43M
2.61%
Sole
5K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares10K
TypeSH
Market value$2.43M
2.61%
Sole
10K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares20K
TypeSH
Market value$2.15M
2.31%
Sole
20K
Shared
0.00
None
0.00
RUBRIK INC.
SOLEShares20K
TypeSH
Market value$1.79M
1.93%
Sole
20K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares30K
TypeSH
Market value$1.71M
1.83%
Sole
30K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares3K
TypeSH
Market value$1.47M
1.58%
Sole
3K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares6K
TypeSH
Market value$978.4K
1.05%
Sole
6K
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares50K
TypeSH
Market value$872.5K
0.94%
Sole
50K
Shared
0.00
None
0.00
BIRKENSTOCK HOLDING PLC
SOLEShares15K
TypeSH
Market value$737.7K
0.79%
Sole
15K
Shared
0.00
None
0.00
AURORA INNOVATION INC
SOLEShares100K
TypeSH
Market value$524.0K
0.56%
Sole
100K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares10K
TypeSH
Market value$520.5K
0.56%
Sole
10K
Shared
0.00
None
0.00
AEVA TECHNOLOGIES INC
SOLEShares5K
TypeSH
Market value$188.9K
0.20%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 50K | SH | $24.87M 26.72% | 50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 100K | SH | $15.80M 16.97% | 100K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 18K | SH | $13.29M 14.27% | 18K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 3.50K | SH | $4.69M 5.04% | 3.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 20K | SH | $4.39M 4.71% | 20K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 25K | SH | $4.00M 4.30% | 25K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 2.50K | SH | $3.80M 4.08% | 2.50K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 20K | SH | $3.64M 3.91% | 20K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 30K | SH | $2.81M 3.02% | 30K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5K | SH | $2.43M 2.61% | 5K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 10K | SH | $2.43M 2.61% | 10K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 20K | SH | $2.15M 2.31% | 20K | 0.00 | 0.00 |
RUBRIK INC.SOLE | CL A | 20K | SH | $1.79M 1.93% | 20K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 30K | SH | $1.71M 1.83% | 30K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 3K | SH | $1.47M 1.58% | 3K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 6K | SH | $978.4K 1.05% | 6K | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 50K | SH | $872.5K 0.94% | 50K | 0.00 | 0.00 |
BIRKENSTOCK HOLDING PLCSOLE | COM SHS | 15K | SH | $737.7K 0.79% | 15K | 0.00 | 0.00 |
AURORA INNOVATION INCSOLE | CLASS A COM | 100K | SH | $524.0K 0.56% | 100K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 10K | SH | $520.5K 0.56% | 10K | 0.00 | 0.00 |
AEVA TECHNOLOGIES INCSOLE | COM NEW | 5K | SH | $188.9K 0.20% | 5K | 0.00 | 0.00 |