Miura Global Management
New York, NYfiles as Miura Global Management, LLC
$25m in 13 US stocks at the end of 30 June 2026. The top 10 are 94.3% of the money. It changed about 35.0% of the portfolio this quarter.
Value
$25m
Stocks
13
Top 10 share
94.3%
Turnover
35.0%
What changed this quarter
New
Bought for the first time this quarter.
- Banco SantanderSAN13.7% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA23.8% of the fund+100%
- AlphabetGOOGL8.5% of the fund+100%
- Amazon.comAMZN7.6% of the fund+167%
- Robinhood MarketsHOOD6.0% of the fund+88%
Cut
Sold some of their stake.
- Micron TechnologyMU9.2% of the fund-80%
- MicrosoftMSFT5.9% of the fund-60%
- Meta PlatformsMETA3.4% of the fund-25%
- SitimeSITM1.5% of the fund-75%
Sold out
Sold their entire stake.
- GE VernovaGEV-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 23.8% | $6m | 30,000 | +100% |
| Banco SantanderSAN | 13.7% | $3m | 250,000 | New |
| Taiwan Semiconductor ManufacturingTSM | 9.5% | $2m | 5,000 | Held |
| Micron TechnologyMU | 9.2% | $2m | 2,000 | -80% |
| AlphabetGOOGL | 8.5% | $2m | 6,000 | +100% |
| Amazon.comAMZN | 7.6% | $2m | 8,000 | +167% |
| Interactive Brokers GroupIBKR | 6.9% | $2m | 20,000 | Held |
| Robinhood MarketsHOOD | 6.0% | $2m | 15,000 | +88% |
| MicrosoftMSFT | 5.9% | $1m | 4,000 | -60% |
| Meta PlatformsMETA | 3.4% | $844,935 | 1,500 | -25% |
| FerrariRACE | 2.2% | $558,435 | 1,500 | Held |
| NetflixNFLX | 2.0% | $499,800 | 7,000 | Held |
| SitimeSITM | 1.5% | $372,780 | 500 | -75% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 72.9% since 30 June 2025.
Where the money is
Technology49.8%
Financial services26.6%
Media & telecom13.8%
Retail & consumer9.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.