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Miura Global Management, LLC

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13F filer, CIK 1352272, New York, NY

Miura Global Management, LLC reported $25,213,100 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-20. Its ten largest share positions make up 94.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001352272-26-000007

Period
2026-06-30
Reported value
$25.2M
Holdings
13
Top 10 weight
94.32%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SANnew+250,000$3.45M
NVDAadded+15,000$3M
AMZNadded+5,000$1.19M
GOOGLadded+3,000$1.07M
HOODadded+7,000$702K

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
MUreduced-8,000-$9.23M
MSFTreduced-6,000-$2.24M
SITMreduced-1,500-$1.12M
GEVexited-1,000-$873K
METAreduced-500-$282K

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, Q2 2026

Share positions as resolved from 13F-HR 0001352272-26-000007, largest first. % of portfolio is the value over $25,213,100, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,000 shares 30,000$6M23.81%+15,000Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250,000 shares 250,000$3.45M13.68%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000$2.39M9.47%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 2,000 shares 2,000$2.31M9.16%-8,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 3,000 shares; 2026Q2: 6,000 shares 6,000$2.14M8.5%+3,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,000 shares 8,000$1.91M7.56%+5,000Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000$1.74M6.9%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,000 shares 15,000$1.5M5.97%+7,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,000 shares 4,000$1.49M5.92%-6,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,500 shares 1,500$845K3.35%-500Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,500 shares 1,500$558K2.21%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,000 shares 7,000$500K1.98%0Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 500 shares 500$373K1.48%-1,500Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
QQQINVESCO QQQ TR40,000$22.6Mput
NVDANVIDIA CORPORATION14,900$2.6Mput
GEVGE VERNOVA INC1,000$873Kshares

How Q2 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 0001352272-26-000007 base2026-07-20acceptance time not in the bulk data set