Miura Global Management, LLC

Hedge Fund • Long/Short

Miura Global Management, LLC is a Long/Short Hedge Fund based in New York, NY led by Francisco Alfaro, reporting $175.0M in AUM as of Q3 2025 with 45% Technology concentration, 88% concentrated in top 10 holdings, 16% allocation to NVDA, and 45% technology allocation.

Managing PartnerFrancisco Alfaro

Portfolio Value: $67.9M
Positions: 16
Top Holding: NVDA at 16.48%
Last Reported: Q3 2025

AddressMiura Global Management, Llc, 654 Madison Avenue Suite 1109, New York, NY, 10065, United States

Top Holdings

Largest long holdings in Miura Global Management, LLC's portfolio (87.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$11.2M	16.48%	-$7.5M Sold	0.00% 60.0K shares	Q1 2023 Held for 2y 8m
2 Microsoft MSFT	Software - Infrastructure Technology	$10.4M	15.25%	-$15.5M Sold	0.00% 20.0K shares	Q2 2019 Held for 6y 5m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$9.2M	13.51%	-$4.0M Sold	0.00% 12.5K shares	Q3 2023 Held for 2y 2m
4 Wolverine World Wide WWW	Apparel - Footwear & Accessories Consumer Cyclical	$7.8M	11.51%	+$7.8M New	0.35% 285.0K shares	Q3 2025 Held for 2 months
5 Boston Scientific BSX	Medical - Devices Healthcare	$6.8M	10.06%	+$4.9M Bought	0.00% 70.0K shares	Q4 2022 Held for 2y 11m
6 Robinhood Markets, Inc. HOOD	Software - Infrastructure Technology	$4.3M	6.32%	—	0.00% 30.0K shares	Q1 2025 Held for 8 months
7 Interactive Brokers Group, Inc. IBKR	Financial - Capital Markets Financial Services	$2.8M	4.05%	+$2.8M Bought	0.01% 40.0K shares	Q3 2025 Held for 2 months
8 Take-Two Interactive Software TTWO	Electronic Gaming & Multimedia Technology	$2.6M	3.80%	—	0.01% 10.0K shares	Q2 2025 Held for 5 months
9 Netflix NFLX	Entertainment Communication Services	$2.4M	3.53%	-$1.8M Sold	0.00% 2.0K shares	Q1 2022 Held for 3y 8m
10 Oracle ORCL	Software - Infrastructure Technology	$2.3M	3.42%	+$2.3M Bought	0.00% 8.3K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Miura Global Management, LLC's latest filing

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Market Value

$67.9M

Prior: $93.1M

Q/Q Change

-27.02%

-$25.1M

Net Flows % of MV

-50.16%

Turnover Ratio

50.59%

Increased Positions

Position	Shares Δ	Change
1 Wolverine World Wide WWW	New	0 → 285.0K +$7.8M
2 Reddit RDDT	New	0 → 5.0K +$1.1M
3 Iris Energy IREN	New	0 → 20.0K +$938.6K
4 Boston Scientific BSX	+250.0%	20.0K → 70.0K +$4.9M

Decreased Positions

Position	Shares Δ	Change
1 Sea Limited SE	Sold	25.0K → 0 −$4.0M
2 Berkshire Hathaway BRK.B	Sold	5.0K → 0 −$2.4M
3 Rubrik RBRK	Sold	20.0K → 0 −$1.8M
4 Embraer ERJ	Sold	30.0K → 0 −$1.7M
5 CoreWeave, Inc. CRWV	Sold	6.0K → 0 −$978.4K