MG
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Miura Global Management, LLC13F | |
| Miura Global Management, LLC | |
| Last update 2025-05-15 | 21 Stocks (5 new) |
| Value $67.00 Mil | Turnover 32 % |
Miura Global Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PM | Philip Morris International Inc | 55,000 | 8,730.1 | +83.33% | 12.940 | +5.88% | 0.000 | +15.86% | +52.87% | 283,862.0 | Tobacco Products | |
META | Meta Platforms Inc | 13,000 | 7,492.7 | -35.00% | 11.110 | -4.47% | 0.000 | +1.89% | +13.99% | 1,676,679.1 | Interactive Media | |
NFLX | Netflix Inc | 5,000 | 4,662.6 | -9.09% | 6.910 | -0.49% | 0.000 | +25.08% | +36.64% | 518,320.3 | Media - Diversified | |
SE | Sea Ltd | 35,000 | 4,567.1 | New Holding | 6.770 | +6.77% | 0.010 | +34.24% | +56.24% | 98,139.1 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 40,000 | 4,335.2 | -33.33% | 6.430 | -2.93% | 0.000 | +23.98% | +5.30% | 3,448,400.6 | Semiconductors | |
ERJ | Embraer SA | 90,000 | 4,158.0 | +80.00% | 6.160 | +2.74% | 0.050 | -7.90% | +25.42% | 8,392.6 | Aerospace & Defense | |
BSX | Boston Scientific Corp | 40,000 | 4,035.2 | -14.89% | 5.980 | -0.68% | 0.000 | -1.69% | +15.43% | 152,530.9 | Medical Devices & Instruments | |
MSFT | Microsoft Corp | 10,000 | 3,753.9 | -68.75% | 5.560 | -10.12% | 0.000 | +19.39% | +10.26% | 3,441,044.8 | Software | |
TDG | TransDigm Group Inc | 2,500 | 3,458.2 | +66.67% | 5.130 | +2.05% | 0.000 | +6.21% | +14.89% | 81,776.5 | Aerospace & Defense | |
HOOD | Robinhood Markets Inc | 70,000 | 2,913.4 | New Holding | 4.320 | +4.32% | 0.010 | +52.95% | +92.49% | 63,290.7 | Capital Markets |
Miura Global Management, LLC's Historical Top Holdings Breakdowns
Miura Global Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Reduce | -10.12% | 375.39 ($407.71) 447.2 | $462.97 | 13.55% | Reduce -68.75% | 10,000 | -22,000 | |
SE | Sea Ltd | 2025-03-31 | New Buy | +6.77% | 104.87 ($124.01) 146.31 | $165.77 | 33.67% | New holding | 35,000 | 35,000 | |
PM | Philip Morris International Inc | 2025-03-31 | Add | +5.88% | 117.15 ($141.65) 158.79 | $182.37 | 28.75% | Add 83.33% | 55,000 | 25,000 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce | -4.47% | 576.36 ($645.17) 736.67 | $666.85 | 3.36% | Reduce -35% | 13,000 | -7,000 | |
HOOD | Robinhood Markets Inc | 2025-03-31 | New Buy | +4.32% | 35.63 ($47.54) 65.28 | $71.72 | 50.86% | New holding | 70,000 | 70,000 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | New Buy | +4.15% | 551.42 ($587.78) 612.93 | $596.09 | 1.41% | New holding | 5,000 | 5,000 | |
PINS | Pinterest Inc | 2025-03-31 | New Buy | +3.45% | 29.79 ($33.88) 40 | $33.13 | -2.21% | New holding | 75,000 | 75,000 | |
MCO | Moodys Corp | 2025-03-31 | Sold Out | -3.10% | 437.8 ($481.85) 527.48 | $482.07 | 0.05% | Sold Out | 0 | -6,000 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce | -2.93% | 106.98 ($126.74) 149.43 | $141.22 | 11.42% | Reduce -33.33% | 40,000 | -20,000 | |
DUOL | Duolingo Inc | 2025-03-31 | Sold Out | -2.83% | 272.49 ($342.01) 441.39 | $513.37 | 50.10% | Sold Out | 0 | -8,000 |
Miura Global Management, LLC Total Holding History ($B)
Miura Global Management, LLC's Asset Allocation
Miura Global Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Miura Global Management, LLC's Hypothetical Growth since 2025-03-31
Miura Global Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Miura Global Management, LLC's Holdings Heat Map
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Miura Global Management, LLC's Holdings Bubble Chart
Miura Global Management, LLC News
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