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Miura Global Management, LLC

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13F filer, CIK 1352272, New York, NY

Miura Global Management, LLC reported $43,827,885 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 90.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001352272-26-000005

Period
2026-03-31
Reported value
$43.8M
Holdings
15
Top 10 weight
90.96%
New
4
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUnew+10,000$3.38M
TSMnew+5,000$1.69M
GEVnew+1,000$873K
SITMnew+2,000$691K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
METAreduced-16,000-$9.15M
BSXexited-55,000-$5.24M
AMZNreduced-24,000-$5M
TTWOexited-15,000-$3.84M
MSFTreduced-10,000-$3.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001352272-26-000005, largest first. % of portfolio is the value over $18,657,725, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,000 shares; 2025Q1: 10,000 shares; 2025Q2: 50,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 10,000 shares 10,000$3.7M19.84%-10,000Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000$3.38M18.11%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,000 shares; 2025Q1: 40,000 shares; 2025Q2: 100,000 shares; 2025Q3: 60,000 shares; 2025Q4: 36,000 shares; 2026Q1: 15,000 shares 15,000$2.62M14.02%-21,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000$1.69M9.06%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 20,000 shares 20,000$1.34M7.19%-20,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 13,000 shares; 2025Q2: 18,000 shares; 2025Q3: 12,500 shares; 2025Q4: 18,000 shares; 2026Q1: 2,000 shares 2,000$1.14M6.13%-16,000Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$873K4.68%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 3,000 shares 3,000$863K4.62%-12,000Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$691K3.7%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,000 shares; 2025Q2: 3,500 shares; 2025Q3: 2,000 shares; 2025Q4: 10,000 shares; 2026Q1: 7,000 shares 7,000$673K3.61%-3,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,000 shares; 2025Q1: 15,000 shares; 2025Q2: 20,000 shares; 2025Q3: 10,000 shares; 2025Q4: 27,000 shares; 2026Q1: 3,000 shares 3,000$625K3.35%-24,000Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 15,000 shares; 2026Q1: 8,000 shares 8,000$554K2.97%-7,000Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares; 2026Q1: 1,500 shares 1,500$508K2.72%-2,500Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput40,000$22.6M-137,500
NVDANVIDIA CORPORATION COMput14,900$2.6M-60,100

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ORCLORACLE CORP61,800$12.1Mcall
BSXBOSTON SCIENTIFIC CORP55,000$5.24Mshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR15,000$3.84Mshares
RDDTREDDIT INC15,000$3.45Mshares
WWWWOLVERINE WORLD WIDE INC150,000$2.72Mcall
WBDWARNER BROS DISCOVERY INC50,000$1.44Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001352272-26-000005 base2026-05-14acceptance time not in the bulk data set