Miura Global Management, LLC Portfolio Holdings by Sector

Miura Global Management, LLC

$85.4 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$15,154 17.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$11,796 13.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$8,057 9.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL APPF 2 stocks	$5,060 5.93% of portfolio	1	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$4,902 5.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX 1 stocks	$4,198 4.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA 1 stocks	$3,957 4.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RACE 2 stocks	$3,930 4.6% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,756 4.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG ERJ 2 stocks	$3,734 4.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,729 4.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$3,610 4.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$2,840 3.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy YPF 1 stocks	$2,550 2.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical DECK 1 stocks	$2,030 2.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$1,815 2.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$1,717 2.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1,677 1.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ADMA SBTX 2 stocks	$857 1.0% of portfolio	1	1	-	-	0 Calls 0 Puts

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