Miura Global Management, LLC
•CIK: 1352272•Filing: Q4 2025
**Miura Global Management, LLC** manages $184M across a concentrated portfolio of 16 positions. The fund exhibits significant conviction in technology leaders, with its largest holding in NDQ at $109.0M. Further allocations include substantial positions in ORCL ($12.1M), META ($11.9M), and MSFT ($9.7M). This structure suggests a focused, high-conviction approach targeting established growth sectors.
Total AUM
$59.9M
+ $123.9M in options
QoQ Performance
-11.9%
Positions
13
+ 3 options
Top 10 Concentration
94.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
ORCL
META
MSFT
NDQ59.3%
ORCL6.6%
META6.5%
MSFT5.3%
NVDA3.7%
AMZN3.4%
BSX2.9%
GOOGL2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.6%
Technology24.5%
Consumer3.4%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑7 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022