Portfolio (Quarterly)
Guide ↗
Miura Global Management, LLC
· CIK 0001352272| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 30,000.0 | $6.0M | 23.81% | +15K | +100.0% | $200.09 | +9.6% |
| 2 | GOOGL | ALPHABET INC | Communication Services | 6,000.0 | $2.1M | 8.50% | +3K | +100.0% | $357.37 | -3.4% |
| 3 | AMZN | AMAZON COM INC | Consumer Cyclical | 8,000.0 | $1.9M | 7.56% | +5K | +166.7% | $238.34 | +10.9% |
| 4 | HOOD | ROBINHOOD MKTS INC | Financial Services | 15,000.0 | $1.5M | 5.97% | +7K | +87.5% | $100.28 | -2.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
49.8%
Financial Services
26.6%
Communication Services
13.8%
Consumer Cyclical
9.8%