Miura Global Management, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$25,213
Net value change ($000)
-18,615 (-42.5%)
New positions
1
Sold out positions
1
Turnover %
17.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SAN 3,450 NEW
NVDA 3,387 129.5%
AMZN 1,282 205.1%
GOOGL 1,281 148.4%
HOOD 950 171.5%
TSM 698 41.3%
IBKR 400 29.8%
RACE 50 9.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,210 -59.7%
MU -1,069 -31.6%
GEV -873 -100.0%
SITM -318 -46.0%
META -299 -26.1%
NFLX -173 -25.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type