Miura-Global-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "HOOD",
  "GOOGL",
  "BSX",
  "ERJ",
  "META",
  "MSFT",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "SPRY",
  "TDG",
  null,
  "NTRA",
  "RACE",
  "AMZN",
  "NFLX",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 21
Total Value: 67458285
Accession Number: 0001352272-25-000004
Form Type: 13F-HR
CIK: miura-global-management
Manager Name: Miura-Global-Management

Data Enrichment

95% identified

20 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

21 positions • $67.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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Philip Morris International Inc.

PM|718172109

Shares:—

Value:$8.7M

% of Portfolio:12.9% ($8.7M/$67.5M)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$7.5M

% of Portfolio:11.1% ($7.5M/$67.5M)

NETFLIX INC

NFLX|64110L106

Shares:—

Value:$4.7M

% of Portfolio:6.9% ($4.7M/$67.5M)

Sea Ltd

SE|81141R100

Shares:—

Value:$4.6M

% of Portfolio:6.8% ($4.6M/$67.5M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$4.3M

% of Portfolio:6.4% ($4.3M/$67.5M)

EMBRAER S.A.

ERJ|29082A107

Shares:—

Value:$4.2M

% of Portfolio:6.2% ($4.2M/$67.5M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:—

Value:$4.0M

% of Portfolio:6.0% ($4.0M/$67.5M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$3.8M

% of Portfolio:5.6% ($3.8M/$67.5M)

TransDigm Group INC

TDG|893641100

Shares:—

Value:$3.5M

% of Portfolio:5.1% ($3.5M/$67.5M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:—

Value:$2.9M

% of Portfolio:4.3% ($2.9M/$67.5M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$2.9M

% of Portfolio:4.2% ($2.9M/$67.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$2.8M

% of Portfolio:4.1% ($2.8M/$67.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$2.5M

% of Portfolio:3.6% ($2.5M/$67.5M)

PINTEREST, INC.

PINS|72352L106

Shares:—

Value:$2.3M

% of Portfolio:3.4% ($2.3M/$67.5M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$1.8M

% of Portfolio:2.6% ($1.8M/$67.5M)

Ferrari N.V.

RACE|N3167Y103

Shares:—

Value:$1.7M

% of Portfolio:2.5% ($1.7M/$67.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:—

Value:$1.6M

% of Portfolio:2.4% ($1.6M/$67.5M)

Natera, Inc.

NTRA|632307104

Shares:—

Value:$1.4M

% of Portfolio:2.1% ($1.4M/$67.5M)

ARS Pharmaceuticals, Inc.

SPRY|82835W108

Shares:—

Value:$943.5K

% of Portfolio:1.4% ($943.5K/$67.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$773.2K

% of Portfolio:1.1% ($773.2K/$67.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Philip Morris International Inc.(PMcusip718172109)	—	QoQ - YoY NEW	All Managers (Combined)	$8.7M	12.9% ($8.7M/$67.5M)	QoQ +141.79% (+$5.1M) YoY NEW(+$8.7M)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$7.5M	11.1% ($7.5M/$67.5M)	QoQ -36.01% (-$4.2M) YoY -22.84% (-$2.2M)
NETFLIX INC(NFLXcusip64110L106)	—	QoQ - YoY -	All Managers (Combined)	$4.7M	6.9% ($4.7M/$67.5M)	QoQ -4.88% (-$239.6K) YoY -14.69% (-$803.3K)
Sea Ltd(SEcusip81141R100)	—	QoQ NEW YoY NEW	All Managers (Combined)	$4.6M	6.8% ($4.6M/$67.5M)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$4.3M	6.4% ($4.3M/$67.5M)	QoQ -46.19% (-$3.7M) YoY -40.02% (-$2.9M)
EMBRAER S.A.(ERJcusip29082A107)	—	QoQ - YoY NEW	All Managers (Combined)	$4.2M	6.2% ($4.2M/$67.5M)	QoQ +126.71% (+$2.3M) YoY NEW(+$4.2M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	—	QoQ - YoY -	All Managers (Combined)	$4.0M	6.0% ($4.0M/$67.5M)	QoQ -3.87% (-$162.8K) YoY -48.76% (-$3.8M)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$3.8M	5.6% ($3.8M/$67.5M)	QoQ -72.16% (-$9.7M) YoY -77.69% (-$13.1M)
TransDigm Group INC(TDGcusip893641100)	—	QoQ - YoY -	All Managers (Combined)	$3.5M	5.1% ($3.5M/$67.5M)	QoQ +81.92% (+$1.6M) YoY -19.77% (-$852.4K)
Robinhood Markets, Inc.(HOODcusip770700102)	—	QoQ NEW YoY NEW	All Managers (Combined)	$2.9M	4.3% ($2.9M/$67.5M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	4.2% ($2.9M/$67.5M)	QoQ -23.48% (-$875.7K) YoY -47.26% (-$2.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$2.8M	4.1% ($2.8M/$67.5M)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY NEW	All Managers (Combined)	$2.5M	3.6% ($2.5M/$67.5M)	QoQ +46.18% (+$775.0K) YoY NEW(+$2.5M)
PINTEREST, INC.(PINScusip72352L106)	—	QoQ NEW YoY NEW	All Managers (Combined)	$2.3M	3.4% ($2.3M/$67.5M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY NEW	All Managers (Combined)	$1.8M	2.6% ($1.8M/$67.5M)	QoQ -52.69% (-$2.0M) YoY NEW(+$1.8M)
Ferrari N.V.(RACEcusipN3167Y103)	—	QoQ - YoY -	All Managers (Combined)	$1.7M	2.5% ($1.7M/$67.5M)	QoQ -10.47% (-$200.3K) YoY -43.91% (-$1.3M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	—	QoQ - YoY NEW	All Managers (Combined)	$1.6M	2.4% ($1.6M/$67.5M)	QoQ -4.59% (-$79.0K) YoY NEW(+$1.6M)
Natera, Inc.(NTRAcusip632307104)	—	QoQ - YoY NEW	All Managers (Combined)	$1.4M	2.1% ($1.4M/$67.5M)	QoQ -64.26% (-$2.5M) YoY NEW(+$1.4M)
ARS Pharmaceuticals, Inc.(SPRYcusip82835W108)	—	QoQ - YoY NEW	All Managers (Combined)	$943.5K	1.4% ($943.5K/$67.5M)	QoQ -47.39% (-$850.0K) YoY NEW(+$943.5K)
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ NEW YoY NEW	All Managers (Combined)	$773.2K	1.1% ($773.2K/$67.5M)	QoQ NEW(+$773.2K) YoY NEW(+$773.2K)