Miura Global Management, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
16
Total value ($000)
$67,932
Net value change ($000)
-25,148 (-27.0%)
New positions
5
Sold out positions
10
Turnover %
42.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WWW 7,820 NEW
BSX 4,686 218.2%
IBKR 2,752 NEW
ORCL 2,320 NEW
HOOD 1,486 52.9%
RDDT 1,150 NEW
IREN 939 NEW
TTWO 155 6.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -14,512 -58.3%
NVDA -4,604 -29.1%
META -4,106 -30.9%
SE -3,999 -100.0%
TDG -2,484 -65.3%
BRK-B -2,429 -100.0%
NFLX -2,289 -48.8%
AMZN -2,192 -50.0%
PM -2,021 -55.5%
RBRK -1,792 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type