Institutions / Miura Global Management, LLC

Miura Global Management, LLC

CIK 1352272 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$18.66M
Positions
13
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$18.66M-68.8%
$59.85M$39.26M$18.66MQ4 '25Q1 '26

Positions

13+0.0%
131313Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$3.70M10,00019.8%
Micron Technology Incโ€”$3.38M10,00018.1%
NVIDIA Corpโ€”$2.62M15,00014.0%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$1.69M5,0009.1%
Interactive Brokers Group Incโ€”$1.34M20,0007.2%
Meta Platforms Incโ€”$1.14M2,0006.1%
GE Vernova Inc.โ€”$872.9K1,0004.7%
Alphabet Inc.โ€”$862.7K3,0004.6%
SITIME Corpโ€”$690.7K2,0003.7%
Netflix Incโ€”$673.0K7,0003.6%
Amazon.com Incโ€”$624.8K3,0003.3%
Robinhood Markets, Inc.โ€”$554.4K8,0003.0%
Ferrari N Vโ€”$507.7K1,5002.7%

Activity

Mar 31, 2026View full history โ†’
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
TrimMeta Platforms Inc
Common stock
$-9.15M-16K
-88.89%
2,000
6.13% of portfolio
medium
Q1 2026
as of
ExitBoston Scientific Corp
Common stock
$-5.24M-55K
-100.00%
0
medium
Q1 2026
as of
TrimAmazon.com Inc
Common stock
$-5.00M-24K
-88.89%
3,000
3.35% of portfolio
low
Q1 2026
as of
ExitTake Two Interactive Software Inc
Common stock
$-3.84M-15K
-100.00%
0
low
Q1 2026
as of
TrimMicrosoft Corp
Common stock
$-3.70M-10K
-50.00%
10,000
19.84% of portfolio
low
Q1 2026
as of
TrimNVIDIA Corp
Common stock
$-3.66M-21K
-58.33%
15,000
14.02% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-3.45M-12K
-80.00%
3,000
4.62% of portfolio
low
Q1 2026
as of
ExitReddit, Inc.
Common stock
$-3.45M-15K
-100.00%
0
low
Q1 2026
as of
NewMicron Technology Inc
Common stock
$3.38M+10K
10,000
18.11% of portfolio
low
Q1 2026
as of
NewTSM
Taiwan Semiconductor Manufacturing Co Ltd
ADR
$1.69M+5K
5,000
9.06% of portfolio
low