Miura Global Management, LLC In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Miura Global Management, LLC reported 13 stock positions worth $25.2 million . Its top holding was Nvidia (NVDA) at 23.8% of the portfolio, followed by Banco Santander SA-Spon ADR (SAN, 13.7% ) and Taiwan Semiconductor-SP ADR (TSM, 9.5% ). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 4 and reduced 4. The biggest buy was a new position in Banco Santander SA-Spon ADR (SAN) and the biggest sale Microsoft (MSFT, shares −60% ).
Location New York, NY
CIK 0001352272
Portfolio Value $25.2M (Q2 2026) Holdings 13 stocks · $25.2M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 NVDA Nvidia Corp. 30,000 $6.0M Add +100.0% SAN Banco Santander SA-Spon ADR 250,000 $3.5M New TSM Taiwan Semiconductor-SP ADR 5,000 $2.4M No change MU Micron Technology Inc. 2,000 $2.3M Reduce -80.0% GOOGL Alphabet Inc. Class A 6,000 $2.1M Add +100.0% AMZN Amazon.com Inc. 8,000 $1.9M Add +166.7% IBKR Interactive Brokers Gro Class A 20,000 $1.7M No change HOOD Robinhood Markets Inc. Class A 15,000 $1.5M Add +87.5% MSFT Microsoft Corp. 4,000 $1.5M Reduce -60.0% META Meta Platforms Inc. Class A 1,500 $845K Reduce -25.0% RACE Ferrari NV 1,500 $558K No change NFLX Netflix Inc. 7,000 $500K No change SITM Sitime Corp. 500 $373K Reduce -75.0%
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ MSFT Microsoft Corp. Reduce -60.0% 5.92% −13.92 MU Micron Technology Inc. Reduce -80.0% 9.16% −8.95 GEV GE Vernova Inc. Sold out 0.00% −4.68 META Meta Platforms Inc. Class A Reduce -25.0% 3.35% −2.78 SITM Sitime Corp. Reduce -75.0% 1.48% −2.22
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ SAN Banco Santander SA-Spon ADR New 13.68% +13.68 NVDA Nvidia Corp. Add +100.0% 23.81% +9.79 AMZN Amazon.com Inc. Add +166.7% 7.56% +4.21 GOOGL Alphabet Inc. Class A Add +100.0% 8.50% +3.88 HOOD Robinhood Markets Inc. Class A Add +87.5% 5.97% +2.99
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put Sold out 40,000 $22.6Mbefore exit NVDA Nvidia Corp. put Sold out 14,900 $2.6Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 13 $25.2M NVDA, SAN, TSM, MU, GOOGL Q1 2026 13 $18.7M MSFT, MU, NVDA, TSM, IBKR Q4 2025 13 $59.9M META, MSFT, NVDA, AMZN, BSX Q3 2025 16 $67.9M NVDA, MSFT, META, WWW, BSX Q2 2025 21 $93.1M MSFT, NVDA, META, NFLX, AMZN Q1 2025 21 $67.5M PM, META, NFLX, SE, NVDA Q4 2024 26 $91.7M MSFT, META, NVDA, NFLX, BSX Q3 2024 22 $87.1M MSFT, META, NVDA, AAPL, BSX Q2 2024 22 $102.6M MSFT, AAPL, NVDA, BSX, TDG Q1 2024 24 $117.3M MSFT, META, BSX, NVDA, APPF