StockDriftsStockDriftsTop 13 Miura Global Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 19.84% | 10.0K | $3.7M | -50.00%(-10.00K) | $401.58(+1.96%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 18.11% | 10.0K | $3.4M | new | $311.63(+177.26%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 14.02% | 15.0K | $2.6M | -58.33%(-21.00K) | $90.95(+159.21%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.06% | 5.0K | $1.7M | new | $320.92(+30.16%) | 2026-03-31 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 7.19% | 20.0K | $1.3M | -50.00%(-20.00K) | $24.33(+262.90%) | 2026-03-31 | |
| META | META PLATFORMS INC | 6.13% | 2.0K | $1.1M | -88.89%(-16.00K) | $565.22(+9.41%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 4.68% | 1.0K | $873K | new | $763.24(+42.88%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.62% | 3.0K | $863K | -80.00%(-12.00K) | $242.69(+65.26%) | 2026-03-31 | |
| SITM | SITIME CORP | 3.7% | 2.0K | $691K | new | $349.27(+134.84%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.61% | 7.0K | $673K | -30.00%(-3.00K) | $48.45(+79.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.97% | +95.16% |
| Top 20 Holdings Unweighted | +18.48% | +66.32% |
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