Q2 2026 13F · SEC CIK 1352272
Miura Global Management, LLC
Investment managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $25.2M
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +20.1%
- Average holding period
- 2.0 yrs
Miura Global Management, LLC is an investment manager that reported 13 positions worth $25.2M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Nvidia Corporation (NVDA, 23.8%), Banco Santander SA (SAN, 13.7%), Taiwan Semiconductor Manufac (TSM, 9.5%). A portfolio copying its top holdings returned 20.1% a year over the last 3 years, against 20.4% for the S&P 500.
Miura Global Management, LLC holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NVDANvidia Corporation | 23.8% | +100.0% | $6.0M |
| SANBanco Santander SA | 13.7% | — | $3.5M |
| TSMTaiwan Semiconductor Manufac | 9.5% | +0.0% | $2.4M |
| MUMicron Technology Inc | 9.2% | -80.0% | $2.3M |
| GOOGLAlphabet Inc | 8.5% | +100.0% | $2.1M |
| AMZNAmazon Com Inc | 7.6% | +166.7% | $1.9M |
| IBKRInteractive Brokers Group in | 6.9% | +0.0% | $1.7M |
| HOODRobinhood Mkts Inc | 6.0% | +87.5% | $1.5M |
| MSFTMicrosoft Corp | 5.9% | -60.0% | $1.5M |
| METAMeta Platforms Inc | 3.4% | -25.0% | $845K |
| RACEFerrari N V | 2.2% | +0.0% | $558K |
| NFLXNetflix Inc. | 2.0% | +0.0% | $500K |
| SITMSitime Corp | 1.5% | -75.0% | $373K |
What Miura Global Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- SAN Banco Santander SA13.7% of 13F
Added to
- AMZN Amazon Com Inc+166.7% shares
- NVDA Nvidia Corporation+100.0% shares
- GOOGL Alphabet Inc+100.0% shares
- HOOD Robinhood Mkts Inc+87.5% shares
Reduced
- MU Micron Technology Inc-80.0% shares
- SITM Sitime Corp-75.0% shares
- MSFT Microsoft Corp-60.0% shares
- META Meta Platforms Inc-25.0% shares
Sold out
- GEV Ge Vernova Incwas 4.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +1.6% /yr
- S&P 500 +20.1%
- 3 years
- +20.1% /yr
- S&P 500 +20.4%
- 5 years
- +3.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $25.2M | 13 |
| Q1 2026 | $18.7M | 13 |
| Q4 2025 | $59.9M | 13 |
| Q3 2025 | $67.9M | 16 |
| Q2 2025 | $93.1M | 21 |
| Q1 2025 | $67.5M | 21 |
| Q4 2024 | $91.7M | 26 |
| Q3 2024 | $87.1M | 22 |
| Q2 2024 | $102.6M | 22 |
| Q1 2024 | $117.3M | 24 |
| Q4 2023 | $178.8M | 23 |
| Q3 2023 | $146.2M | 19 |
Questions about Miura Global Management, LLC's portfolio
What stocks does Miura Global Management, LLC own?
Miura Global Management, LLC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 13 positions worth $25.2M. The largest are Nvidia Corporation (NVDA) at 23.8%, Banco Santander SA (SAN) at 13.7%, Taiwan Semiconductor Manufac (TSM) at 9.5%, Micron Technology Inc (MU) at 9.2% and Alphabet Inc (GOOGL) at 8.5%.
What did Miura Global Management, LLC buy last quarter?
In Q2 2026, Miura Global Management, LLC added a new position in Banco Santander SA (SAN), Amazon Com Inc (AMZN) (+166.7% shares), Nvidia Corporation (NVDA) (+100.0% shares) and Alphabet Inc (GOOGL) (+100.0% shares), compared with its Q1 2026 filing.
What did Miura Global Management, LLC sell last quarter?
In Q2 2026, Miura Global Management, LLC sold all of Ge Vernova Inc (GEV), Micron Technology Inc (MU) (-80.0% shares), Sitime Corp (SITM) (-75.0% shares) and Microsoft Corp (MSFT) (-60.0% shares), compared with its Q1 2026 filing.
How has Miura Global Management, LLC's portfolio performed?
A portfolio copying Miura Global Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +1.6% against +20.1%. Over 5 years: +3.9% a year against +11.6%.
When is Miura Global Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Miura Global Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.