The Analysis of Miura Global Management, LLC's Holdings & P&L

Currently, Miura Global Management, LLC holds 13 types of securities in its portfolio with a total value $25.2M. In the most recent quarter, they have increased their positions in N/A (+250.0K shares, valued at $3.5M), NVDA (+15.0K shares, valued at $3.0M), AMZN (+5.0K shares, valued at $1.2M); decreased their positions in MU (-8.0K shares, valued at $9.2M), MSFT (-6.0K shares, valued at $2.2M), SITM (-1.5K shares, valued at $1.1M); initiated new positions in N/A (+250.0K shares, valued at $3.5M).

1M P&L

+823.8K+4.60%

3M P&L

+1.3M+7.58%

HY P&L

+3.9M+26.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors11.1M

54.2%

2Capital Markets3.2M

15.9%

3Internet Content & Information2.1M

10.5%

Top Industries by Stock Count

1Semiconductors4 stocks

40.0%

2Capital Markets2 stocks

20.0%

3Internet Content & Information1 stocks

10.0%

Sponsored

MSFT MICROSOFT CORP4.0K shares-60.00%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC1.5K shares-25.00%2026-06-302026-07-20

RACE FERRARI N V1.5K shares0.00%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.7.0K shares0.00%2026-06-302026-07-20

SITM SITIME CORP500 shares-75.00%2026-06-302026-07-20

NVDA

NVIDIA CORPORATION

100.00%

Shares30.0K

Event2026-06-30

Filed2026-07-20

BANCO SANTANDER SA

New

Shares250.0K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

-80.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

100.00%

Shares6.0K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

166.67%

Shares8.0K

Event2026-06-30

Filed2026-07-20

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-20

HOOD

ROBINHOOD MKTS INC

87.50%

Shares15.0K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-60.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

-25.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

RACE

FERRARI N V

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-20

SITM

SITIME CORP

-75.00%

Shares500

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available