Miura Global Management, LLC
13F Reported Value
ⓘ$25.2M
Holdings
13
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Miura Global Management, LLC disclosed 13 positions worth $25.2M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 23.8% of the equity portfolio, followed by $SAN and $TSM. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $SAN and a full exit from $QQQ. The portfolio is most concentrated in Technology (61.7% of disclosed assets). All figures are sourced directly from Miura Global Management, LLC’s Form 13F-HR filing with the SEC under CIK 1352272.
AI Fund Analysis
ConcentratingSector Allocation
13fpro.ai/research/fund/miura-global-management-llc-1352272
AUM History
13fpro.ai/research/fund/miura-global-management-llc-1352272
Top Equity Holdings by Value
13fpro.ai/research/fund/miura-global-management-llc-1352272
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$6.0M30,000 sh - —
Quality
$3.5M250,000 sh - $2.4M5,000 sh
- 86.1
Quality
$2.3M2,000 sh - 78.1
Quality
$2.1M6,000 sh - 68.4
Quality
$1.9M8,000 sh - 76.7
Quality
$1.7M20,000 sh - 81.9
Quality
$1.5M15,000 sh - 79.7
Quality
$1.5M4,000 sh - 79.6
Quality
$844.9K1,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 85.9#5 | $6.0M | 30,000 | |
| — | $3.5M | 250,000 | |
| — | $2.4M | 5,000 | |
| 86.1 | $2.3M | 2,000 | |
| 78.1 | $2.1M | 6,000 | |
| 68.4 | $1.9M | 8,000 | |
| 76.7 | $1.7M | 20,000 | |
| 81.9 | $1.5M | 15,000 | |
| 79.7 | $1.5M | 4,000 | |
| 79.6 | $844.9K | 1,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Miura Global Management, LLC's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Technology
$15.6M
Financials
$6.7M
Consumer Discretionary
$1.9M
Industrials
$558,435
Communication Services
$499,800
Full Holdings — Miura Global Management, LLC (Q2 2026)
All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | $6.0M | 23.8% | +100% | 85.9 | |
| 2 | Banco Santander, S.A. | $3.5M | 13.7% | NEW | — | |
| 3 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.4M | 9.5% | +0% | — | |
| 4 | MICRON TECHNOLOGY INC | $2.3M | 9.2% | -80% | 86.1 | |
| 5 | Alphabet Inc. | $2.1M | 8.5% | +100% | 78.1 | |
| 6 | AMAZON COM INC | $1.9M | 7.6% | +167% | 68.4 | |
| 7 | Interactive Brokers Group, Inc. | $1.7M | 6.9% | +0% | 76.7 | |
| 8 | Robinhood Markets, Inc. | $1.5M | 6.0% | +88% | 81.9 | |
| 9 | MICROSOFT CORP | $1.5M | 5.9% | -60% | 79.7 | |
| 10 | Meta Platforms, Inc. | $844,935 | 3.4% | -25% | 79.6 | |
| 11 | Ferrari N.V. | $558,435 | 2.2% | +0% | — | |
| 12 | NETFLIX INC | $499,800 | 2.0% | +0% | 78.6 | |
| 13 | SITIME Corp | $372,780 | 1.5% | -75% | 66 |
New Positions (1)
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AI-Powered Hedge Fund Analysis: Miura Global Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Miura Global Management, LLC (SEC CIK: 1352272), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Miura Global Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.