StockDriftsStockDriftsTop 13 Miura Global Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 23.81% | 30.0K | $6.0M | +100.00%(+15.00K) | $136.79(+65.27%) | 2026-06-30 | |
| SAN | BANCO SANTANDER SA | 13.68% | 250.0K | $3.5M | new | $12.25(+20.82%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.47% | 5.0K | $2.4M | +0.00%(+0) | $320.92(+33.02%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 9.16% | 2.0K | $2.3M | -80.00%(-8.00K) | $311.63(+225.64%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.5% | 6.0K | $2.1M | +100.00%(+3.00K) | $279.06(+23.53%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 7.56% | 8.0K | $1.9M | +166.67%(+5.00K) | $214.47(+22.41%) | 2026-06-30 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 6.9% | 20.0K | $1.7M | +0.00%(+0) | $24.33(+287.44%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 5.97% | 15.0K | $1.5M | +87.50%(+7.00K) | $59.64(+56.53%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.92% | 4.0K | $1.5M | -60.00%(-6.00K) | $401.58(+21.04%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.35% | 1.5K | $845K | -25.00%(-500) | $565.22(+2.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.29% | +116.10% | +14.08% | +93.26% |
| Top 20 Holdings Unweighted | +19.14% | +69.12% | +6.28% | +35.60% |
Miura Global Management, LLC reports $25.21M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (23.8%), SAN (13.7%) and TSM (9.5%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +116.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Miura Global Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1352272). View Miura Global Management, LLC’s 13F filings on SEC