Miura Global Management, LLC

CIK 0001352272 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Miura Global Management, LLC reported 13 positions worth $25.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: NVDA (23.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$25.2M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.3%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$6.0M23.81%30,000
2SANBANCO SANTANDER SASH$3.5M13.68%250,000
3TSMTAIWAN SEMICONDUCTOR MANUFACSH$2.4M9.47%5,000
4MUMICRON TECHNOLOGY INCSH$2.3M9.16%2,000
5GOOGLALPHABET INCSH$2.1M8.50%6,000
6AMZNAMAZON COM INCSH$1.9M7.56%8,000
7IBKRINTERACTIVE BROKERS GROUP INSH$1.7M6.90%20,000
8HOODROBINHOOD MKTS INCSH$1.5M5.97%15,000
9MSFTMICROSOFT CORPSH$1.5M5.92%4,000
10METAMETA PLATFORMS INCSH$844.9K3.35%1,500

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Miura Global Management, LLC hold as of Q2 2026?

Miura Global Management, LLC reported 13 positions worth $25.2M in its Q2 2026 13F filing. Largest positions: NVDA (23.8%), SAN (13.7%), TSM (9.5%), MU (9.2%) and GOOGL (8.5%).

What did Miura Global Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Miura Global Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.