Miura Global Management, LLC 13F Holdings · Q2 2026
Miura Global Management, LLC reported 13 securities worth $25.21M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (23.81%), SAN (13.68%), TSM (9.47%). Among its top 25 positions this quarter: 1 new, 4 added, 4 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $6.0M | 23.81% | 30,000 | Added |
| 2 | SAN | BANCO SANTANDER SA | $3.5M | 13.68% | 250,000 | New |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.4M | 9.47% | 5,000 | Hold |
| 4 | MU | MICRON TECHNOLOGY INC | $2.3M | 9.16% | 2,000 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $2.1M | 8.50% | 6,000 | Added |
| 6 | AMZN | AMAZON COM INC | $1.9M | 7.56% | 8,000 | Added |
| 7 | IBKR | INTERACTIVE BROKERS GROUP IN | $1.7M | 6.90% | 20,000 | Hold |
| 8 | HOOD | ROBINHOOD MKTS INC | $1.5M | 5.97% | 15,000 | Added |
| 9 | MSFT | MICROSOFT CORP | $1.5M | 5.92% | 4,000 | Trimmed |
| 10 | META | META PLATFORMS INC | $844,935 | 3.35% | 1,500 | Trimmed |
| 11 | RACE | FERRARI N V | $558,435 | 2.21% | 1,500 | Hold |
| 12 | NFLX | NETFLIX INC. | $499,800 | 1.98% | 7,000 | Hold |
| 13 | SITM | SITIME CORP | $372,780 | 1.48% | 500 | Trimmed |
| 14 | GEV | GE VERNOVA INC | $0 | 0.00% | 0 | Exited |
| 15 | QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR