Miura Global Management, LLC reported 13 positions worth $25.21M for the quarter ended Jun 30, 2026, up 35.1% on the prior quarter. It opened 1 new position, added to 4, trimmed 4 and exited 1. Its largest holding is Nvidia Corp at 23.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SAN Banco Santander, S.A. | +250.0K | $3.45M | 13.68% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GEV GE Vernova Inc. | -1,000 | $872.90K | 4.68% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 30.0K | $6.00M | 23.81% | +15.0K | +100.0% | Added | 0% |
| 2 | SAN Banco Santander, S.A. | Financial Services | 250.0K | $3.45M | 13.68% | +250.0K | – | New | 0% |
| 3 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 5,000 | $2.39M | 9.47% | 0 | 0.0% | Unchanged | 0% |
| 4 | MU Micron Technology Inc | Technology | 2,000 | $2.31M | 9.16% | -8,000 | -80.0% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 6,000 | $2.14M | 8.5% | +3,000 | +100.0% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 8,000 | $1.91M | 7.56% | +5,000 | +166.7% | Added | 0% |
| 7 | IBKR Interactive Brokers Group, Inc. | Financial Services | 20.0K | $1.74M | 6.9% | 0 | 0.0% | Unchanged | 0% |
| 8 | HOOD Robinhood Markets, Inc. | Financial Services | 15.0K | $1.50M | 5.97% | +7,000 | +87.5% | Added | 0% |
| 9 | MSFT Microsoft Corp | Technology | 4,000 | $1.49M | 5.92% | -6,000 | -60.0% | Reduced | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 1,500 | $844.94K | 3.35% | -500 | -25.0% | Reduced | 0% |
| 11 | RACE Ferrari N.V. | Consumer Discretionary | 1,500 | $558.44K | 2.21% | 0 | 0.0% | Unchanged | 0% |
| 12 | NFLX Netflix Inc | Technology | 7,000 | $499.80K | 1.98% | 0 | 0.0% | Unchanged | 0% |
| 13 | SITM SITIME Corp | Technology | 500 | $372.78K | 1.48% | -1,500 | -75.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Miura Global Management.
As of its Q2 2026 13F filing, Miura Global Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 23.8%, Banco Santander, S.A. (SAN) at 13.7%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 9.5%, Micron Technology Inc (MU) at 9.2%, Alphabet Inc. (GOOGL) at 8.5% of the reported portfolio.
Miura Global Management, LLC reported a 13F portfolio worth $25.21M across 13 positions for Q2 2026. That is up 35.1% from the previous quarter.
Its largest purchases by value were Banco Santander, S.A. ($3.45M), Nvidia Corp ($3.00M), Amazon Com Inc ($1.19M). It opened 1 new positions.
Its largest sales by value were Micron Technology Inc ($9.23M), Microsoft Corp ($2.24M), SITIME Corp ($1.12M). It exited 1 positions entirely.
From the Form 13F-HR reports Miura Global Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.