Institutional Fund
Miura Global Management, LLC
New York, NYCIK 13522725 filings on record
Portfolio Value
$18.66M
Q1 2026
Holdings
13
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-68.8%
from $59.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp19.8%
- Micron Technology Inc18.1%
- Nvidia Corporation14.0%
- Taiwan Semiconductor Mfg Ltd9.1%
- Interactive Brokers Group In7.2%
- Meta Platforms Inc6.1%
- Other25.7%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 10.0K | $3.70M | 19.8% | −10.0K | Reduced |
| 2 | Micron Technology Inc | 10.0K | $3.38M | 18.1% | +10.0K | New |
| 3 | Nvidia Corporation | 15.0K | $2.62M | 14.0% | −21.0K | Reduced |
| 4 | Taiwan Semiconductor Mfg Ltd | 5.0K | $1.69M | 9.1% | +5.0K | New |
| 5 | Interactive Brokers Group In | 20.0K | $1.34M | 7.2% | −20.0K | Reduced |
| 6 | Meta Platforms Inc | 2.0K | $1.14M | 6.1% | −16.0K | Reduced |
| 7 | Ge Vernova Inc | 1.0K | $872.9K | 4.7% | +1.0K | New |
| 8 | Alphabet Inc | 3.0K | $862.7K | 4.6% | −12.0K | Reduced |
| 9 | Sitime Corp | 2.0K | $690.7K | 3.7% | +2.0K | New |
| 10 | Netflix Inc | 7.0K | $673.0K | 3.6% | −3.0K | Reduced |
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