Miura Global Management
Latest statistics and disclosures from Miura Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SAN, TSM, MU, GOOGL, and represent 64.62% of Miura Global Management's stock portfolio.
- Added to shares of these 5 stocks: SAN, AMZN, GOOGL, HOOD, NVDA.
- Started 1 new stock position in SAN.
- Reduced shares in these 6 stocks: QQQ (-$23M), MU (-$9.2M), MSFT, SITM, GEV, META.
- Sold out of its positions in GEV, QQQ.
- Miura Global Management was a net seller of stock by $-30M.
- Miura Global Management has $25M in assets under management (AUM), dropping by -42.47%.
- Central Index Key (CIK): 0001352272
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Portfolio Holdings for Miura Global Management
Miura Global Management holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 23.8 | $6.0M | 30k | 200.09 |
|
|
| Banco Santander Sa Adr (SAN) | 13.7 | $3.5M | NEW | 250k | 13.80 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.5 | $2.4M | 5.0k | 477.57 |
|
|
| Micron Technology (MU) | 9.2 | $2.3M | -80% | 2.0k | 1154.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.5 | $2.1M | +100% | 6.0k | 357.37 |
|
| Amazon (AMZN) | 7.6 | $1.9M | +166% | 8.0k | 238.34 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 6.9 | $1.7M | 20k | 87.04 |
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| Robinhood Mkts Com Cl A (HOOD) | 6.0 | $1.5M | +87% | 15k | 100.28 |
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| Microsoft Corporation (MSFT) | 5.9 | $1.5M | -60% | 4.0k | 373.02 |
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| Meta Platforms Cl A (META) | 3.4 | $845k | -25% | 1.5k | 563.29 |
|
| Ferrari Nv Ord (RACE) | 2.2 | $558k | 1.5k | 372.29 |
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| Netflix (NFLX) | 2.0 | $500k | 7.0k | 71.40 |
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| Sitime Corp (SITM) | 1.5 | $373k | -75% | 500.00 | 745.56 |
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Past Filings by Miura Global Management
SEC 13F filings are viewable for Miura Global Management going back to 2010
- Miura Global Management 2026 Q2 filed July 20, 2026
- Miura Global Management 2026 Q1 filed May 14, 2026
- Miura Global Management 2025 Q4 filed Feb. 17, 2026
- Miura Global Management 2025 Q3 filed Nov. 12, 2025
- Miura Global Management 2025 Q2 filed Aug. 13, 2025
- Miura Global Management 2025 Q1 filed May 15, 2025
- Miura Global Management 2024 Q4 filed Feb. 14, 2025
- Miura Global Management 2024 Q3 filed Nov. 14, 2024
- Miura Global Management 2024 Q2 filed Aug. 14, 2024
- Miura Global Management 2024 Q1 filed May 15, 2024
- Miura Global Management 2023 Q3 filed Nov. 13, 2023
- Miura Global Management 2023 Q2 filed Aug. 14, 2023
- Miura Global Management 2023 Q1 filed May 15, 2023
- Miura Global Management 2022 Q4 filed Feb. 14, 2023
- Miura Global Management 2022 Q3 filed Nov. 14, 2022
- Miura Global Management 2022 Q2 filed Aug. 15, 2022