Institutional
Miura Global Management, LLC
CIK 0001352272
$25.2M
Reported AUM
13
Positions
Q2 2026
Period
2026-07-20
Filed
Editorial summary
Summary for Miura Global Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $6.0M | 23.81% | — | HELD |
| 2 | SAN | BANCO SANTANDER SA | $14.11 | 5.46% | 61.25% | 329.24% | $3.5M | 13.68% | — | HELD |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | 73.36% | 267.64% | $2.4M | 9.47% | — | HELD |
| 4 | MU | MICRON TECHNOLOGY INC | $875.03 | 18.41% | 662.58% | 1011.70% | $2.3M | 9.16% | — | HELD |
| 5 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $2.1M | 8.50% | — | HELD |
| 6 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $1.9M | 7.56% | — | HELD |
| 7 | IBKR | INTERACTIVE BROKERS GROUP IN | $90.48 | 4.89% | 36.23% | 447.67% | $1.7M | 6.90% | — | HELD |
| 8 | HOOD | ROBINHOOD MKTS INC | $86.62 | -3.58% | -13.31% | 95.40% | $1.5M | 5.97% | — | HELD |
| 9 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $1.5M | 5.92% | — | HELD |
| 10 | META | META PLATFORMS INC | $539.74 | -7.83% | -21.66% | 55.72% | $845K | 3.35% | — | HELD |
| 11 | RACE | FERRARI N V | $397.73 | 3.12% | -7.78% | 90.35% | $558K | 2.21% | — | HELD |
| 12 | NFLX | NETFLIX INC. | $73.19 | -0.60% | -36.45% | 29.36% | $500K | 1.98% | — | HELD |
| 13 | SITM | SITIME CORP | $527.87 | 14.22% | 139.35% | 117.14% | $373K | 1.48% | — | HELD |
Source: SEC EDGAR · accession 0001352272-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.