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 | 2,000.0 | $2.3M | 9.16% | -8K | -80.0% | $1154.29 | -15.6% |
| 2 | MSFT | MICROSOFT CORP | Technology | 4,000.0 | $1.5M | 5.92% | -6K | -60.0% | $373.02 | +29.0% |
| 3 | META | META PLATFORMS INC | Communication Services | 1,500.0 | $845K | 3.35% | -500.0 | -25.0% | $563.29 | -3.1% |
| 4 | SITM | SITIME CORP | Technology | 500.0 | $373K | 1.48% | -2K | -75.0% | $745.56 | -19.7% |
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%