Portfolio (Quarterly)
Guide ↗
Miura Global Management, LLC
· CIK 0001352272| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ORCL CALL | ORACLE CORP | Technology | 61,800 | $12.1M | 6.14% | SOLD |
| 2 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 55,000 | $5.2M | 2.65% | SOLD |
| 3 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 15,000 | $3.8M | 1.94% | SOLD |
| 4 | RDDT | REDDIT INC | Communication Services | 15,000 | $3.4M | 1.74% | SOLD |
| 5 | WWW CALL | WOLVERINE WORLD WIDE INC | Consumer Cyclical | 150,000 | $2.7M | 1.38% | SOLD |
| 6 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 50,000 | $1.4M | 0.73% | SOLD |
Sector Allocation
Technology
64.7%
Communication Services
14.4%
Financial Services
10.2%
Consumer Cyclical
6.1%
Utilities
4.7%