Miura Global Management, LLC
13F filer · CIK 1352272 · New York, NY
Summary
Miura Global Management, LLC reported $25.21M across 13 positions in its 13F for 2026 Q2, filed Jul 20, 2026. The largest holdings are NVDA (23.8%), SAN (13.7%), TSM (9.5%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 4, trimmed 4 and sold out of 1.
Reported value$25.21M
Positions13
Report period2026 Q2
FiledJul 20, 2026
New positions1
Added4
Trimmed4
Sold out1
Top 13 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 23.8%Value $6.00MPrice $228.86Shares 30K +100.00%Since Jun 30 +14.38%
Weight 13.7%Value $3.45MPrice $14.22Shares 250KSince Jun 30 +3.04%
Weight 9.5%Value $2.39MPrice $452.88Shares 5,000Since Jun 30 -5.17%
Weight 9.2%Value $2.31MPrice $1054Shares 2,000 -80.00%Since Jun 30 -8.69%
Weight 8.5%Value $2.14MPrice $342.75Shares 6,000 +100.00%Since Jun 30 -4.09%
Weight 7.6%Value $1.91MPrice $246.67Shares 8,000 +166.67%Since Jun 30 +3.50%
Weight 6.9%Value $1.74MPrice $87.08Shares 20KSince Jun 30 +0.05%
Weight 6.0%Value $1.50MPrice $116.46Shares 15K +87.50%Since Jun 30 +16.13%
Weight 5.9%Value $1.49MPrice $509.22Shares 4,000 -60.00%Since Jun 30 +36.51%
Weight 3.4%Value $844.9KPrice $715.62Shares 1,500 -25.00%Since Jun 30 +27.04%
Weight 2.2%Value $558.4KPrice $398.00Shares 1,500Since Jun 30 +6.91%
Weight 2.0%Value $499.8KPrice $69.23Shares 7,000Since Jun 30 -3.04%
Weight 1.5%Value $372.8KPrice $656.65Shares 500 -75.00%Since Jun 30 -11.93%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 23.8% | $6.00M | +14.38% | +100.00% | Add | |
| 13.7% | $3.45M | +3.04% | — | New | |
| 9.5% | $2.39M | -5.17% | — | Hold | |
| 9.2% | $2.31M | -8.69% | -80.00% | Trim | |
| 8.5% | $2.14M | -4.09% | +100.00% | Add | |
| 7.6% | $1.91M | +3.50% | +166.67% | Add | |
| 6.9% | $1.74M | +0.05% | — | Hold | |
| 6.0% | $1.50M | +16.13% | +87.50% | Add | |
| 5.9% | $1.49M | +36.51% | -60.00% | Trim | |
| 3.4% | $844.9K | +27.04% | -25.00% | Trim | |
| 2.2% | $558.4K | +6.91% | — | Hold | |
| 2.0% | $499.8K | -3.04% | — | Hold | |
| 1.5% | $372.8K | -11.93% | -75.00% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.