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 | MU | MICRON TECHNOLOGY INC | Technology | 10,000.0 | $3.4M | 7.71% | NEW | — | $337.84 | +174.8% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 5,000.0 | $1.7M | 3.85% | NEW | — | $337.95 | +25.1% |
| 3 | GEV | GE VERNOVA INC | Utilities | 1,000.0 | $873K | 1.99% | NEW | — | $872.90 | +18.2% |
| 4 | SITM | SITIME CORP | Technology | 2,000.0 | $691K | 1.58% | NEW | — | $345.35 | +110.3% |
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
64.7%
Communication Services
14.4%
Financial Services
10.2%
Consumer Cyclical
6.1%
Utilities
4.7%