MIURA GLOBAL MANAGEMENT LLC
Q1 2025 Form 13-F
NEW YORK, NEW YORK
CIK 0001352272
· CRD 161017
· SEC-registered investment adviser
$67.5M Reported Value Total
MIURA GLOBAL MANAGEMENT, LLC reports 1 total accounts under management (AUM). There are 1 discretionary accounts valued at $175,021,651, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary Manager
Private funds (Form ADV)
4 funds
· $443.1M gross asset value
Hedge Fund: $443.1M
Source: Form ADV filed 2026-06-08
Reported value
$67.5M
Quarter over quarter
-2.9%
Holdings
21
Top-10 concentration
71.3%
Key People
Form ADV owners & control persons
Francisco Alfaro
MANAGING MEMBER
Joseph Anthony Luca
CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 15, 2025 |
| Form | 13F-HR |
| Reported value | $67.5M |
| Positions | 21 |
| Change in reported value | -26.4% |
| New positions | 5 |
| Exited positions | 10 |
| Position turnover | 48.4% |
| Top-10 concentration | 71.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 5, 2026
|
0 | $0 |
|
Q2 2026 13F
Filed Jul 20, 2026
|
13 | $25.2M |
|
Q1 2026 13F
Filed May 14, 2026
|
13 | $43.8M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
13 | $197.7M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
16 | $67.9M |
|
Q2 2025 13F
Filed Aug 13, 2025
|
21 | $93.1M |
|
Q1 2025 13F
Filed May 15, 2025
|
21 | $67.5M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
26 | $91.7M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
22 | $87.1M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
22 | $102.6M |
|
Q1 2024 13F
Filed May 15, 2024
|
24 | $117.3M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
23 | $178.8M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
19 | $146.2M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
24 | $279.8M |
|
Q1 2023 13F
Filed May 15, 2023
|
18 | $172.0M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
18 | $198.7M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
18 | $166.8M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
16 | $145.8M |
|
Q1 2022 13F
Filed May 16, 2022
|
27 | $307.8M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
28 | $589.9M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | PM PHILIP MORRIS INTL INC | $8.7M | 12.94% |
| 2 | META META PLATFORMS INC | $7.5M | 11.11% |
| 3 | NFLX NETFLIX INC | $4.7M | 6.91% |
| 4 | SE SEA LTD | $4.6M | 6.77% |
| 5 | NVDA NVIDIA CORPORATION | $4.3M | 6.43% |
| 6 | EMBJ EMBRAER S.A. | $4.2M | 6.16% |
| 7 | BSX BOSTON SCIENTIFIC CORP | $4.0M | 5.98% |
| 8 | MSFT MICROSOFT CORP | $3.8M | 5.56% |
| 9 | TDG TRANSDIGM GROUP INC | $3.5M | 5.13% |
| 10 | HOOD ROBINHOOD MKTS INC | $2.9M | 4.32% |
| 11 | AMZN AMAZON COM INC | $2.9M | 4.23% |
| 12 | SPY SPDR S&P 500 ETF TR | $2.8M | 4.15% |
| 13 | JPM JPMORGAN CHASE & CO. | $2.5M | 3.64% |
| 14 | PINS PINTEREST INC | $2.3M | 3.45% |
| 15 | AAPL APPLE INC | $1.8M | 2.63% |
| 16 | RACE FERRARI N V | $1.7M | 2.54% |
| 17 | GS GOLDMAN SACHS GROUP INC | $1.6M | 2.43% |
| 18 | NTRA NATERA INC | $1.4M | 2.1% |
| 19 | SPRY ARS PHARMACEUTICALS INC | $943.5K | 1.4% |
| 20 | GOOGL ALPHABET INC | $773.2K | 1.15% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.