Miura Global Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Miura Global Management, Llc disclosed 13 stock positions valued at approximately $25.21M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, BANCO SANTANDER SA, and TAIWAN SEMICONDUCTOR MANUFAC.
- Report Period
- June 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $25.21M
Holdings by Sector
Miura Global Management, Llc Portfolio Holdings in Q2 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 23.81% | 30,000 | +15,000 | +100.00% | $6,002,700 |
| BANCO SANTANDER SA | SAN | Financial Services | 13.68% | 250,000 | +250,000 | +100.00% | $3,450,000 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 9.47% | 5,000 | - | - | $2,387,850 |
| MICRON TECHNOLOGY INC | MU | Technology | 9.16% | 2,000 | -8,000 | -80.00% | $2,308,580 |
| ALPHABET INC | GOOGL | Communication Services | 8.50% | 6,000 | +3,000 | +100.00% | $2,144,220 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.56% | 8,000 | +5,000 | +166.67% | $1,906,720 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 6.90% | 20,000 | - | - | $1,740,800 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 5.97% | 15,000 | +7,000 | +87.50% | $1,504,200 |
| MICROSOFT CORP | MSFT | Technology | 5.92% | 4,000 | -6,000 | -60.00% | $1,492,080 |
| META PLATFORMS INC | META | Communication Services | 3.35% | 1,500 | -500 | -25.00% | $844,935 |
| FERRARI N V | RACE | Other | 2.21% | 1,500 | - | - | $558,435 |
| NETFLIX INC. | NFLX | Communication Services | 1.98% | 7,000 | - | - | $499,800 |
| SITIME CORP | SITM | Technology | 1.48% | 500 | -1,500 | -75.00% | $372,780 |