Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Miura Global Management, LLC (CIK 1352272) reported $25.2M across 13 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($6.0M, 23.81%), SAN ($3.5M, 13.68%), TSM ($2.4M, 9.47%), MU ($2.3M, 9.16%), GOOGL ($2.1M, 8.50%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$6.0M23.81%30,000Added
2SANBANCO SANTANDER SA$3.5M13.68%250,000New
3TSMTAIWAN SEMICONDUCTOR MANUFAC$2.4M9.47%5,000Hold
4MUMICRON TECHNOLOGY INC$2.3M9.16%2,000Trimmed
5GOOGLALPHABET INC$2.1M8.50%6,000Added
6AMZNAMAZON COM INC$1.9M7.56%8,000Added
7IBKRINTERACTIVE BROKERS GROUP IN$1.7M6.90%20,000Hold
8HOODROBINHOOD MKTS INC$1.5M5.97%15,000Added
9MSFTMICROSOFT CORP$1.5M5.92%4,000Trimmed
10METAMETA PLATFORMS INC$844,9353.35%1,500Trimmed
11RACEFERRARI N V$558,4352.21%1,500Hold
12NFLXNETFLIX INC.$499,8001.98%7,000Hold
13SITMSITIME CORP$372,7801.48%500Trimmed
14GEVGE VERNOVA INC$00.00%0Exited
15QQQINVESCO QQQ TR$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30