Miura Global Management, LLC Portfolio Holdings by Sector

Miura Global Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT HOOD ORCL 3 stocks	$16,974 25.43% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$11,194 16.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$9,179 13.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical WWW 1 stocks	$7,820 11.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX 1 stocks	$6,834 10.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR IREN 2 stocks	$3,668 5.49% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$2,583 3.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$2,397 3.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,195 3.29% of portfolio	-	1	-	-	0 Calls 0 Puts

Tobacco \| Consumer Defensive PM 1 stocks	$1,622 2.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$1,318 1.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$970 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts

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