Miura Global Management, LLC — 13F Holdings & Portfolio
CIK 1352272 · latest 13F-HR filed 2026-07-20
Miura Global Management, LLC manages $25.2M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (23.81%), SAN (13.68%), TSM (9.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 7, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1109
NEW YORK, NY 10065
$25.2M
Long-equity book
13
Distinct positions
2026-06-30
Filed 2026-07-20
+1 / −1 / ↑7 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$3.4M +129.5%
- AMAZON COM INC$1.3M +205.2%
- ALPHABET INC$1.3M +148.6%
- ROBINHOOD MKTS INC$949.8K +171.3%
- TAIWAN SEMICONDUCTOR MANUFAC$698.1K +41.3%
Top Trims
- MICROSOFT CORP-$2.2M -59.7%
- MICRON TECHNOLOGY INC-$1.1M -31.7%
- SITIME CORP-$317.9K -46.0%
- META PLATFORMS INC-$299.3K -26.2%
- NETFLIX INC.-$173.2K -25.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.0M | 23.81% | 30,000 | SH |
| 2 | BANCO SANTANDER SA | SAN | 05964H105 | $3.5M | 13.68% | 250,000 | SH |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.4M | 9.47% | 5,000 | SH |
| 4 | MICRON TECHNOLOGY INC | MU | 595112103 | $2.3M | 9.16% | 2,000 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $2.1M | 8.50% | 6,000 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $1.9M | 7.56% | 8,000 | SH |
| 7 | INTERACTIVE BROKERS GROUP IN | IBKR | 45841N107 | $1.7M | 6.90% | 20,000 | SH |
| 8 | ROBINHOOD MKTS INC | HOOD | 770700102 | $1.5M | 5.97% | 15,000 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 5.92% | 4,000 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $844.9K | 3.35% | 1,500 | SH |
| 11 | FERRARI N V | RACE | N3167Y103 | $558.4K | 2.21% | 1,500 | SH |
| 12 | NETFLIX INC. | NFLX | 64110L106 | $499.8K | 1.98% | 7,000 | SH |
| 13 | SITIME CORP | SITM | 82982T106 | $372.8K | 1.48% | 500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $25.2M | 13 | 0001352272-26-000007 |
| 2026-03-31 | 2026-05-14 | $43.8M | 15 | 0001352272-26-000005 |
| 2025-12-31 | 2026-02-17 | $197.7M | 17 | 0001352272-26-000003 |
| 2025-09-30 | 2025-11-12 | $67.9M | 16 | 0001352272-25-000017 |