Miura Global Management, LLC
Net seller this quarter
$25.2M
13
-$4.63M
94.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $6M | 23.81% | 0.00% | +100.0% | Q1 2017 |
 SAN | $3.45M | 13.68% | 0.00% | New | Q2 2026 |
 TSM | $2.39M | 9.47% | 0.00% | Not reported | Q4 2020 |
 MU | $2.31M | 9.16% | 0.00% | -80.0% | Q1 2026 |
 GOOGL | $2.14M | 8.50% | 0.00% | +100.0% | Q1 2025 |
 AMZN | $1.91M | 7.56% | 0.00% | +166.7% | Q1 2016 |
 IBKR | $1.74M | 6.90% | 0.01% | Not reported | Q4 2017 |
 HOOD | $1.5M | 5.97% | 0.01% | +87.5% | Q1 2025 |
 MSFT | $1.49M | 5.92% | 0.00% | -60.0% | Q2 2019 |
 META | $845K | 3.35% | Not reported | -25.0% | Q3 2013 |
 RACE | $558K | 2.21% | 0.00% | Not reported | Q3 2018 |
 NFLX | $500K | 1.98% | 0.00% | Not reported | Q1 2014 |
 SITM | $373K | 1.48% | 0.00% | -75.0% | Q1 2026 |
| Q1 2026 | |||||
| MSFT | $3.7M | 8.45% | 0.00% | -50.0% | Q2 2019 |
| MU | $3.38M | 7.71% | 0.00% | New | Q1 2026 |
| NVDA | $2.62M | 5.97% | 0.00% | -58.3% | Q1 2017 |
| TSM | $1.69M | 3.86% | 0.00% | Not reported | Q4 2020 |
| IBKR | $1.34M | 3.06% | 0.01% | -50.0% | Q4 2017 |
| META | $1.14M | 2.61% | Not reported | -88.9% | Q3 2013 |
 GEV | $873K | 1.99% | 0.00% | New | Q1 2026 |
| GOOGL | $863K | 1.97% | 0.00% | -80.0% | Q1 2025 |
| SITM | $691K | 1.58% | 0.01% | New | Q1 2026 |
| NFLX | $673K | 1.54% | 0.00% | -30.0% | Q1 2014 |
| AMZN | $625K | 1.43% | 0.00% | -88.9% | Q1 2016 |
| HOOD | $554K | 1.26% | 0.00% | -46.7% | Q1 2025 |
| RACE | $508K | 1.16% | 0.00% | -62.5% | Q3 2018 |
| Q4 2025 | |||||
| META | $11.9M | 6.01% | Not reported | +44.0% | Q3 2013 |
| MSFT | $9.67M | 4.89% | 0.00% | Not reported | Q2 2019 |
| NVDA | $6.71M | 3.40% | 0.00% | -40.0% | Q1 2017 |
| AMZN | $6.23M | 3.15% | 0.00% | +170.0% | Q1 2016 |
 BSX | $5.24M | 2.65% | 0.00% | -21.4% | Q1 2020 |
| GOOGL | $4.7M | 2.37% | 0.00% | Not reported | Q1 2025 |
 TTWO | $3.84M | 1.94% | 0.01% | +50.0% | Q2 2025 |
 RDDT | $3.45M | 1.74% | Not reported | +200.0% | Q3 2025 |
| IBKR | $2.57M | 1.30% | 0.02% | Not reported | Q4 2017 |
| HOOD | $1.7M | 0.86% | 0.01% | -50.0% | Q1 2025 |
| RACE | $1.48M | 0.75% | 0.00% | +100.0% | Q3 2018 |
 WBD | $1.44M | 0.73% | 0.00% | New | Q4 2025 |
| NFLX | $938K | 0.47% | 0.00% | -50.0% | Q1 2014 |
| Q3 2025 | |||||
| NVDA | $11.2M | 16.48% | 0.00% | -40.0% | Q1 2017 |
| MSFT | $10.4M | 15.25% | 0.00% | -60.0% | Q2 2019 |
| META | $9.18M | 13.51% | Not reported | -30.6% | Q3 2013 |
 WWW | $7.82M | 11.51% | 0.35% | New | Q3 2025 |
| BSX | $6.83M | 10.06% | 0.00% | +250.0% | Q1 2020 |
| HOOD | $4.3M | 6.32% | 0.01% | Not reported | Q1 2025 |
| IBKR | $2.75M | 4.05% | 0.02% | Not reported | Q4 2017 |
| TTWO | $2.58M | 3.80% | 0.01% | Not reported | Q2 2025 |
| NFLX | $2.4M | 3.53% | 0.00% | -42.9% | Q1 2014 |
 ORCL | $2.32M | 3.42% | 0.00% | Not reported | Q3 2024 |
| AMZN | $2.2M | 3.23% | 0.00% | -50.0% | Q1 2016 |
 PM | $1.62M | 2.39% | 0.00% | -50.0% | Q1 2018 |
 TDG | $1.32M | 1.94% | 0.00% | -60.0% | Q1 2024 |
| RDDT | $1.15M | 1.69% | Not reported | New | Q3 2025 |
| RACE | $970K | 1.43% | 0.00% | -33.3% | Q3 2018 |
 IREN | $939K | 1.38% | Not reported | New | Q3 2025 |