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CIK: 0001352272
Total reported value
—
$25.2M
13 檔
64.6%
At the close of Q2 2026, Miura Global Management, LLC disclosed equity holdings valued at approximately $25.2M, spread across 13 reported holdings.
Miura Global Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 1 new positions while fully exiting 2 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 23.81% | — | +0.33% | |
| 2 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 13.68% | — | — | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 9.47% | — | — | |
| 4 | MU | Micron Technology Inc | Stock-Tech | 9.16% | — | -80.00% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.50% | — | +100.00% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.56% | — | +166.67% | |
| 7 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 6.90% | — | — | |
| 8 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 5.97% | — | +87.50% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | — | -60.00% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.35% | — | -25.00% | |
| 11 | RACE | Ferrari N.V. | Stock-Consumer Disc | 2.21% | — | — | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.98% | — | — | |
| 13 | SITM | Sitime CORP | Stock-Tech | 1.48% | — | -75.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SAN | Banco Santander Sa-spon Adr | +13.7% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +11.9% | +0.33% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +6.5% | +100.00% | Add |
| 4 | AMZN | Amazon.com Inc | +6.1% | +166.67% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +5.6% | — | Unchanged |
| 6 | HOOD | Robinhood Markets Inc - A | +4.7% | +87.50% | Add |
| 7 | IBKR | Interactive Brokers Gro-cl A | +3.8% | — | Unchanged |
| 8 | MU | Micron Technology Inc | +1.5% | -80.00% | Trim |
| 9 | RACE | Ferrari N.V. | +1.1% | — | Unchanged |
| 10 | META | Meta Platforms Inc-class A | +0.7% | -25.00% | Trim |
| 11 | NFLX | Netflix Inc | +0.4% | — | Unchanged |
| 12 | SITM | Sitime CORP | -0.1% | -75.00% | Trim |
| 13 | GEV | GE Vernova Inc | -2% | EXIT | Sold out |
| 14 | MSFT | Microsoft CORP | -2.5% | -60.00% | Trim |
| 15 | QQQ | Invesco Qqq Trust Series 1 | -51.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Miura Global Management, LLC reported a total U.S. public equity portfolio value of $25.2M across 13 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SAN, TSM) accounted for 64.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
SAN
市值: $3.5M
Top Position Liquidated / Trimmed
QQQ
前期市值: $22.6M
During Q2 2026, Miura Global Management, LLC's top holdings by market value included NVDA (23.8%)、SAN (13.7%)、TSM (9.5%). The largest single position, NVDA, represented 23.8% of total portfolio value.
In Q2 2026, Miura Global Management, LLC made 11 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 4 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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