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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 $18.7M. In the most recent quarter, they have increased their positions in MU (+10.0K shares, valued at $3.4M), TSM (+5.0K shares, valued at $1.7M), GEV (+1.0K shares, valued at $872.9K); decreased their positions in META (-16.0K shares, valued at $9.2M), AMZN (-24.0K shares, valued at $5.0M), MSFT (-10.0K shares, valued at $3.7M); initiated new positions in MU (+10.0K shares, valued at $3.4M), TSM (+5.0K shares, valued at $1.7M), GEV (+1.0K shares, valued at $872.9K).

1M P&L

-284.9K-0.56%

3M P&L

+1.6M+3.22%

HY P&L

-2.1M-3.88%

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

1Internet Content & Information15.3M

27.8%

2Software - Infrastructure9.7M

17.5%

3Semiconductors6.7M

12.2%

Top Industries by Stock Count

1Capital Markets2 stocks

16.7%

2Internet Content & Information2 stocks

16.7%

3Entertainment2 stocks

16.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP10.0K shares-50.00%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC10.0K sharesnew addition2026-03-312026-05-14

NVDA NVIDIA CORPORATION15.0K shares-58.33%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC5.0K sharesnew addition2026-03-312026-05-14

IBKR INTERACTIVE BROKERS GROUP IN20.0K shares-50.00%2026-03-312026-05-14

META META PLATFORMS INC2.0K shares-88.89%2026-03-312026-05-14

GEV GE VERNOVA INC1.0K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC3.0K shares-80.00%2026-03-312026-05-14

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SITM SITIME CORP2.0K sharesnew addition2026-03-312026-05-14

NFLX NETFLIX INC.7.0K shares-30.00%2026-03-312026-05-14

AMZN AMAZON COM INC3.0K shares-88.89%2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC8.0K shares-46.67%2026-03-312026-05-14

RACE FERRARI N V1.5K shares-62.50%2026-03-312026-05-14

MICROSOFT CORP

-50.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

NVIDIA CORPORATION

-58.33%

Shares15.0K

Event2026-03-31

Filed2026-05-14

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares5.0K

Event2026-03-31

Filed2026-05-14

INTERACTIVE BROKERS GROUP IN

-50.00%

Shares20.0K

Event2026-03-31

Filed2026-05-14

META PLATFORMS INC

-88.89%

Shares2.0K

Event2026-03-31

Filed2026-05-14

GE VERNOVA INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-80.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

SITIME CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-14

NETFLIX INC.

-30.00%

Shares7.0K

Event2026-03-31

Filed2026-05-14

AMAZON COM INC

-88.89%

Shares3.0K

Event2026-03-31

Filed2026-05-14

ROBINHOOD MKTS INC

-46.67%

Shares8.0K

Event2026-03-31

Filed2026-05-14

FERRARI N V

-62.50%

Shares1.5K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR40.0K shares-77.46%2026-03-312026-05-14

NVDA Put PutNVIDIA CORPORATION14.9K shares-80.13%2026-03-312026-05-14

INVESCO QQQ TR Put

INVESCO QQQ TR

-77.46%

Shares40.0K

Event2026-03-31

Filed2026-05-14

NVIDIA CORPORATION

-80.13%

Shares14.9K

Event2026-03-31

Filed2026-05-14

Miura Global Management, LLC Institutional Holdings, Portfolio & P&L — TradeFomo