2026 Q2 Portfolio Activity
In 2026 Q2, Miura Global Management, LLC maintained a portfolio of 16 distinct positions. The most significant new addition was BANCO SANTANDER SA, now representing 13.68% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 101.3%. Conversely, Miura Global Management, LLC completely exited their position in INVESCO QQQ TR.
Position History
hover any row below to update
Loading…
Total Positions
16
Quarter
2026 Q2
Top Holding
NVDA (23.8%)
Top 10 Concentration
94.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Miura Global Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 23.81% | 5.97% |
#1
3
Prev: #4
|
9.0 |
—
|
15,000 | 100.0% |
P
S
|
30,000 | $6,002,700 |
$58.40
+237.0%
|
2017 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
SAN
BANCO SANTANDER...
|
Financial Services | 13.68% | — |
#2
Prev: #—
|
9.0 |
—
|
250,000 | — |
NEW
|
250,000 | $3,450,000 |
$8.57
+62.6%
|
2011 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
TSM
TAIWAN SEMICOND...
|
Technology | 9.47% | 3.86% |
#3
3
Prev: #6
|
5.8 |
—
|
no change | no change |
P
S
|
5,000 | $2,387,850 |
$99.75
+316.6%
|
2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
MU
MICRON TECHNOLO...
|
Technology | 9.16% | 7.71% |
#4
1
Prev: #3
|
4.2 |
—
|
-8,000 | -80.0% |
P
S
|
2,000 | $2,308,580 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 8.50% | 1.97% |
#5
5
Prev: #10
|
6.9 |
—
|
3,000 | 100.0% |
P
S
|
6,000 | $2,144,220 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 7.56% | 1.43% |
#6
7
Prev: #13
|
6.0 |
—
|
5,000 | 166.7% |
P
S
|
8,000 | $1,906,720 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 6.90% | 3.06% |
#7
Prev: #7
|
3.8 |
—
|
no change | no change |
P
S
|
20,000 | $1,740,800 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 5.97% | 1.26% |
#8
6
Prev: #14
|
5.4 |
—
|
7,000 | 87.5% |
P
S
|
15,000 | $1,504,200 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.92% | 8.45% |
#9
7
Prev: #2
|
2.4 |
—
|
-6,000 | -60.0% |
P
S
|
4,000 | $1,492,080 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.35% | 2.61% |
#10
2
Prev: #8
|
1.3 |
—
|
-500 | -25.0% |
P
S
|
1,500 | $844,935 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
RACE
FERRARI N V
|
Consumer Cyclical | 2.21% | 1.16% |
#11
4
Prev: #15
|
1.9 |
—
|
no change | no change |
P
S
|
1,500 | $558,435 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.98% | 1.54% |
#12
Prev: #12
|
1.8 |
—
|
no change | no change |
P
S
|
7,000 | $499,800 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SITM
SITIME CORP
|
Technology | 1.48% | 1.58% |
#13
2
Prev: #11
|
0.6 |
—
|
-1,500 | -75.0% |
P
S
|
500 | $372,780 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.00% | 1.99% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-1,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NVDA
PUT
NVIDIA CORPORAT...
|
PUT Option | 0.00% | 5.93% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-14,900 | -100.0% |
CLOSED
|
— | $— | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
QQQ
PUT
INVESCO QQQ TR
|
PUT Option | 0.00% | 51.50% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-40,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-16 of 16 holdings