Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Miura Global Management, LLC (CIK 1352272) reported $43.8M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($22.6M, 51.50%), NVDA ($5.2M, 11.90%), MSFT ($3.7M, 8.45%), MU ($3.4M, 7.71%), TSM ($1.7M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $22.6M | 51.50% | 40,000 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $5.2M | 11.90% | 29,900 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $3.7M | 8.45% | 10,000 | Trimmed |
| 4 | MU | MICRON TECHNOLOGY INC | $3.4M | 7.71% | 10,000 | New |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.7M | 3.86% | 5,000 | New |
| 6 | IBKR | INTERACTIVE BROKERS GROUP IN | $1.3M | 3.06% | 20,000 | Trimmed |
| 7 | META | META PLATFORMS INC | $1.1M | 2.61% | 2,000 | Trimmed |
| 8 | GEV | GE VERNOVA INC | $872,900 | 1.99% | 1,000 | New |
| 9 | GOOGL | ALPHABET INC | $862,680 | 1.97% | 3,000 | Trimmed |
| 10 | SITM | SITIME CORP | $690,700 | 1.58% | 2,000 | New |
| 11 | NFLX | NETFLIX INC. | $673,050 | 1.54% | 7,000 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $624,810 | 1.43% | 3,000 | Trimmed |
| 13 | HOOD | ROBINHOOD MKTS INC | $554,400 | 1.26% | 8,000 | Trimmed |
| 14 | RACE | FERRARI N V | $507,675 | 1.16% | 1,500 | Trimmed |
| 15 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | Exited |
| 16 | ORCL | ORACLE CORP | $0 | 0.00% | 0 | Exited |
| 17 | RDDT | REDDIT INC | $0 | 0.00% | 0 | Exited |
| 18 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | Exited |
| 19 | WBD | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | Exited |
| 20 | WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31