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CIK: 0001352272
Total reported value
$25.2M
$25.2M
21 檔
250.0%
During the Q2 2025 filing period, Miura Global Management, LLC (CIK: 0001352272) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $25.2M across 21 reported positions.
Miura Global Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 8 new positions while fully exiting 8 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 26.72% | -2.53% | +400.00% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 16.97% | +11.91% | +150.00% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 14.27% | +0.74% | +38.46% | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 5.04% | +0.44% | -30.00% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.71% | +6.13% | +33.33% | |
| 6 | SE | Sea Ltd-adr | Stock-Comm Services | 4.30% | — | -28.57% | |
| 7 | TDG | Transdigm Group Inc | Stock-Industrials | 4.08% | — | — | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 3.91% | — | -63.64% | |
| 9 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 3.02% | +4.71% | -57.14% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.61% | — | — | |
| 11 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 2.61% | — | — | |
| 12 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.31% | — | -50.00% | |
| 13 | RBRK | Rubrik Inc-a | Stock-Tech | 1.93% | — | — | |
| 14 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.83% | — | -66.67% | |
| 15 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.58% | +1.05% | -25.00% | |
| 16 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.05% | — | — | |
| 17 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.94% | — | -33.33% | |
| 18 | BIRK | Birkenstock Holding plc | Stock-Other | 0.79% | — | — | |
| 19 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 0.56% | — | — | |
| 20 | ✓ | On Holding AG | Stock-Other | 0.56% | — | — | |
| 21 | AEVA | Aeva Technologies Inc | Stock-Other | 0.20% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +21.2% | +400.00% | Add |
| 2 | NVDA | Nvidia CORP | +10.5% | +150.00% | Add |
| 3 | META | Meta Platforms Inc-class A | +3.2% | +38.46% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +2.6% | NEW | New buy |
| 5 | TTWO | Take-two Interactive Softwre | +2.6% | NEW | New buy |
| 6 | RBRK | Rubrik Inc-a | +1.9% | NEW | New buy |
| 7 | CRWV | Coreweave Inc-cl A | +1.1% | NEW | New buy |
| 8 | BIRK | Birkenstock Holding plc | +0.8% | NEW | New buy |
| 9 | AUR | Aurora Innovation Inc | +0.6% | NEW | New buy |
| 10 | ✓ | On Holding AG | +0.6% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.5% | +33.33% | Add |
| 12 | AEVA | Aeva Technologies Inc | +0.2% | NEW | New buy |
| 13 | SPRY | Ars Pharmaceuticals Inc | -0.5% | -33.33% | Trim |
| 14 | RACE | Ferrari N.V. | -1% | -25.00% | Trim |
| 15 | FLUT | Flutter Entertainment plc | -1% | EXIT | Sold out |
| 16 | TDG | Transdigm Group Inc | -1.1% | — | Unchanged |
| 17 | GOOGL | Alphabet Inc-cl A | -1.2% | EXIT | Sold out |
| 18 | HOOD | Robinhood Markets Inc - A | -1.3% | -57.14% | Trim |
| 19 | NFLX | Netflix Inc | -1.9% | -30.00% | Trim |
| 20 | NTRA | Natera Inc | -2.1% | EXIT | Sold out |
| 21 | GS | Goldman Sachs Group Inc | -2.4% | EXIT | Sold out |
| 22 | SE | Sea Ltd-adr | -2.5% | -28.57% | Trim |
| 23 | AAPL | Apple Inc | -2.6% | EXIT | Sold out |
| 24 | PINS | Pinterest Inc- Class A | -3.5% | EXIT | Sold out |
| 25 | JPM | Jpmorgan Chase & Co | -3.6% | EXIT | Sold out |
| 26 | BSX | Boston Scientific CORP | -3.7% | -50.00% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.2% | EXIT | Sold out |
| 28 | EMBJ | Embraer Sa-spon Adr | -4.3% | -66.67% | Trim |
| 29 | PM | Philip Morris International | -9% | -63.64% | Trim |
According to official SEC Form 13F filings, Miura Global Management, LLC reported a total U.S. public equity portfolio value of $25.2M across 21 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, META) accounted for 250.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRK-B
市值: $2.4M
Top Position Liquidated / Trimmed
SPY
前期市值: $2.8M
During Q2 2025, Miura Global Management, LLC's top holdings by market value included MSFT (26.7%)、NVDA (17.0%)、META (14.3%). The largest single position, MSFT, represented 26.7% of total portfolio value.
In Q2 2025, Miura Global Management, LLC made 28 total portfolio adjustments, initiating 8 new buys, adding to 4 positions, trimming 8 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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